401k Plan data: PROPEL INSURANCE 401(K) PLAN AND TRUST plan

PROPEL INSURANCE 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	PROPEL INSURANCE 401(K) PLAN AND TRUST
Plan identification number	002

PROPEL INSURANCE 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PROPEL INSURANCE AGENCY, LLC has sponsored the creation of one or more 401k plans.

Company Name: PROPEL INSURANCE AGENCY, LLC

Employer identification number (EIN): 910830024

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROPEL INSURANCE 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 PETER HENDRICK
002 2016-01-01 PETER HENDRICK
002 2016-01-01
002 2015-01-01 PETER HENDRICK
002 2014-01-01 PETE HENDRICK
002 2013-01-01 PETE HENDRICK
002 2012-01-01 PETE HENDRICK
002 2011-01-01 PETE HENDRICK
002 2010-01-01 PETE HENDRICK
002 2009-01-01 PETE HENDRICK

Plan Statistics for PROPEL INSURANCE 401(K) PLAN AND TRUST

401k plan membership statisitcs for PROPEL INSURANCE 401(K) PLAN AND TRUST

Measure Date Value
2021: PROPEL INSURANCE 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 526
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PROPEL INSURANCE 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 423
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 430
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 96
Total of all active and inactive participants 2020-01-01 526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 526
Number of participants with account balances 2020-01-01 519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PROPEL INSURANCE 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 421
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 339
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 84
Total of all active and inactive participants 2019-01-01 423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 423
Number of participants with account balances 2019-01-01 421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PROPEL INSURANCE 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 405
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 332
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 89
Total of all active and inactive participants 2018-01-01 421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 421
Number of participants with account balances 2018-01-01 396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PROPEL INSURANCE 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 373
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 327
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 78
Total of all active and inactive participants 2017-01-01 405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 405
Number of participants with account balances 2017-01-01 401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PROPEL INSURANCE 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 293
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 299
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 72
Total of all active and inactive participants 2016-01-01 372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 373
Number of participants with account balances 2016-01-01 367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PROPEL INSURANCE 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 241
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 52
Total of all active and inactive participants 2015-01-01 293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 293
Number of participants with account balances 2015-01-01 291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PROPEL INSURANCE 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 221
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 241
Number of retired or separated participants receiving benefits 2014-01-01 40
Total of all active and inactive participants 2014-01-01 281
Total participants 2014-01-01 281
Number of participants with account balances 2014-01-01 262
2013: PROPEL INSURANCE 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 183
Number of other retired or separated participants entitled to future benefits 2013-01-01 40
Total of all active and inactive participants 2013-01-01 223
Total participants 2013-01-01 223
Number of participants with account balances 2013-01-01 221
2012: PROPEL INSURANCE 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 208
Number of other retired or separated participants entitled to future benefits 2012-01-01 45
Total of all active and inactive participants 2012-01-01 253
Total participants 2012-01-01 253
Number of participants with account balances 2012-01-01 238
2011: PROPEL INSURANCE 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 256
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 208
Number of other retired or separated participants entitled to future benefits 2011-01-01 45
Total of all active and inactive participants 2011-01-01 253
Total participants 2011-01-01 253
Number of participants with account balances 2011-01-01 251
2010: PROPEL INSURANCE 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 256
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 238
Number of other retired or separated participants entitled to future benefits 2010-01-01 18
Total of all active and inactive participants 2010-01-01 256
Total participants 2010-01-01 256
Number of participants with account balances 2010-01-01 232
2009: PROPEL INSURANCE 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 213
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 226
Number of other retired or separated participants entitled to future benefits 2009-01-01 30
Total of all active and inactive participants 2009-01-01 256
Total participants 2009-01-01 256
Number of participants with account balances 2009-01-01 212

Measure	Date	Value
2021: PROPEL INSURANCE 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	526
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PROPEL INSURANCE 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	423
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	430
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	96
Total of all active and inactive participants	2020-01-01	526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	526
Number of participants with account balances	2020-01-01	519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PROPEL INSURANCE 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	421
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	339
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	84
Total of all active and inactive participants	2019-01-01	423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	423
Number of participants with account balances	2019-01-01	421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PROPEL INSURANCE 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	405
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	332
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	89
Total of all active and inactive participants	2018-01-01	421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	421
Number of participants with account balances	2018-01-01	396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PROPEL INSURANCE 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	373
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	327
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	78
Total of all active and inactive participants	2017-01-01	405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	405
Number of participants with account balances	2017-01-01	401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PROPEL INSURANCE 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	293
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	299
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	72
Total of all active and inactive participants	2016-01-01	372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	373
Number of participants with account balances	2016-01-01	367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PROPEL INSURANCE 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	241
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	52
Total of all active and inactive participants	2015-01-01	293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	293
Number of participants with account balances	2015-01-01	291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PROPEL INSURANCE 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	221
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	241
Number of retired or separated participants receiving benefits	2014-01-01	40
Total of all active and inactive participants	2014-01-01	281
Total participants	2014-01-01	281
Number of participants with account balances	2014-01-01	262
2013: PROPEL INSURANCE 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	183
Number of other retired or separated participants entitled to future benefits	2013-01-01	40
Total of all active and inactive participants	2013-01-01	223
Total participants	2013-01-01	223
Number of participants with account balances	2013-01-01	221
2012: PROPEL INSURANCE 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	208
Number of other retired or separated participants entitled to future benefits	2012-01-01	45
Total of all active and inactive participants	2012-01-01	253
Total participants	2012-01-01	253
Number of participants with account balances	2012-01-01	238
2011: PROPEL INSURANCE 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	256
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	208
Number of other retired or separated participants entitled to future benefits	2011-01-01	45
Total of all active and inactive participants	2011-01-01	253
Total participants	2011-01-01	253
Number of participants with account balances	2011-01-01	251
2010: PROPEL INSURANCE 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	256
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	238
Number of other retired or separated participants entitled to future benefits	2010-01-01	18
Total of all active and inactive participants	2010-01-01	256
Total participants	2010-01-01	256
Number of participants with account balances	2010-01-01	232
2009: PROPEL INSURANCE 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	213
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	226
Number of other retired or separated participants entitled to future benefits	2009-01-01	30
Total of all active and inactive participants	2009-01-01	256
Total participants	2009-01-01	256
Number of participants with account balances	2009-01-01	212

Financial Data on PROPEL INSURANCE 401(K) PLAN AND TRUST

Measure	Date	Value
2021 : PROPEL INSURANCE 401(K) PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-14	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-14	$0
Total unrealized appreciation/depreciation of assets	2021-12-14	$0
Total transfer of assets to this plan	2021-12-14	$0
Total transfer of assets from this plan	2021-12-14	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-14	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-14	$0
Expenses. Interest paid	2021-12-14	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-14	$0
Total income from all sources (including contributions)	2021-12-14	$10,837,636
Total loss/gain on sale of assets	2021-12-14	$0
Total of all expenses incurred	2021-12-14	$58,726,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-14	$58,635,170
Expenses. Certain deemed distributions of participant loans	2021-12-14	$0
Value of total corrective distributions	2021-12-14	$2,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-14	$4,814,068
Value of total assets at end of year	2021-12-14	$0
Value of total assets at beginning of year	2021-12-14	$47,888,525
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-14	$88,576
Total income from rents	2021-12-14	$0
Total interest from all sources	2021-12-14	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-14	$607,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-14	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-12-14	$0
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-14	$607,872
Assets. Real estate other than employer real property at end of year	2021-12-14	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-14	$0
Administrative expenses professional fees incurred	2021-12-14	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-14	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-14	$0
Was this plan covered by a fidelity bond	2021-12-14	Yes
Value of fidelity bond cover	2021-12-14	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-14	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-14	No
Contributions received from participants	2021-12-14	$2,584,114
Participant contributions at end of year	2021-12-14	$0
Participant contributions at beginning of year	2021-12-14	$0
Participant contributions at end of year	2021-12-14	$0
Participant contributions at beginning of year	2021-12-14	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-14	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-14	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-14	$1,067,391
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-14	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-14	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-14	$0
Assets. Loans (other than to participants) at end of year	2021-12-14	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-14	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-14	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-14	$0
Other income not declared elsewhere	2021-12-14	$0
Administrative expenses (other) incurred	2021-12-14	$88,576
Liabilities. Value of operating payables at end of year	2021-12-14	$0
Liabilities. Value of operating payables at beginning of year	2021-12-14	$0
Total non interest bearing cash at end of year	2021-12-14	$0
Total non interest bearing cash at beginning of year	2021-12-14	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-14	No
Income. Non cash contributions	2021-12-14	$0
Value of net income/loss	2021-12-14	$-47,888,525
Value of net assets at end of year (total assets less liabilities)	2021-12-14	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-12-14	$47,888,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-14	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-14	No
Were any leases to which the plan was party in default or uncollectible	2021-12-14	No
Assets. partnership/joint venture interests at end of year	2021-12-14	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-14	$0
Investment advisory and management fees	2021-12-14	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-14	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-14	$47,104,063
Value of interest in pooled separate accounts at end of year	2021-12-14	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-14	$0
Interest on participant loans	2021-12-14	$0
Income. Interest from loans (other than to participants)	2021-12-14	$0
Interest earned on other investments	2021-12-14	$0
Income. Interest from US Government securities	2021-12-14	$0
Income. Interest from corporate debt instruments	2021-12-14	$0
Value of interest in master investment trust accounts at end of year	2021-12-14	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-14	$0
Value of interest in common/collective trusts at end of year	2021-12-14	$0
Value of interest in common/collective trusts at beginning of year	2021-12-14	$508,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-14	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-14	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-14	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-14	$0
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-14	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-14	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-14	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-14	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-14	$0
Asset value of US Government securities at end of year	2021-12-14	$0
Asset value of US Government securities at beginning of year	2021-12-14	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-14	$5,410,178
Net investment gain/loss from pooled separate accounts	2021-12-14	$0
Net investment gain or loss from common/collective trusts	2021-12-14	$5,518
Net gain/loss from 103.12 investment entities	2021-12-14	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-14	No
Was there a failure to transmit to the plan any participant contributions	2021-12-14	No
Has the plan failed to provide any benefit when due under the plan	2021-12-14	No
Assets. Invements in employer securities at end of year	2021-12-14	$0
Assets. Invements in employer securities at beginning of year	2021-12-14	$0
Assets. Value of employer real property at end of year	2021-12-14	$0
Assets. Value of employer real property at beginning of year	2021-12-14	$0
Contributions received in cash from employer	2021-12-14	$1,162,563
Employer contributions (assets) at end of year	2021-12-14	$0
Employer contributions (assets) at beginning of year	2021-12-14	$275,701
Income. Dividends from preferred stock	2021-12-14	$0
Income. Dividends from common stock	2021-12-14	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-14	$58,635,170
Asset. Corporate debt instrument preferred debt at end of year	2021-12-14	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-14	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-14	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-14	$0
Contract administrator fees	2021-12-14	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-14	No
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-14	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-14	$0
Liabilities. Value of benefit claims payable at end of year	2021-12-14	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-14	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-14	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-14	$0
Did the plan have assets held for investment	2021-12-14	No
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	2021-12-14	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-14	Yes
Aggregate proceeds on sale of assets	2021-12-14	$0
Aggregate carrying amount (costs) on sale of assets	2021-12-14	$0
Liabilities. Value of acquisition indebtedness at end of year	2021-12-14	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-14	$0
Opinion of an independent qualified public accountant for this plan	2021-12-14	Unqualified
Accountancy firm name	2021-12-14	MOSS ADAMS LLP
Accountancy firm EIN	2021-12-14	910189318
2020 : PROPEL INSURANCE 401(K) PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$11,931,142
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,597,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,531,787
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$5,801,870
Value of total assets at end of year	2020-12-31	$47,888,525
Value of total assets at beginning of year	2020-12-31	$39,554,560
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$65,390
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$953,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$953,951
Assets. Real estate other than employer real property at end of year	2020-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$3,013,552
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,275,823
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
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	$0
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$65,390
Liabilities. Value of operating payables at end of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
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
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$8,333,965
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$47,888,525
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$39,554,560
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
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$47,104,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$38,356,322
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$0
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in master investment trust accounts at end of year	2020-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$508,761
Value of interest in common/collective trusts at beginning of year	2020-12-31	$973,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$5,159,207
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$16,114
Net gain/loss from 103.12 investment entities	2020-12-31	$0
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	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Assets. Value of employer real property at end of year	2020-12-31	$0
Assets. Value of employer real property at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$1,512,495
Employer contributions (assets) at end of year	2020-12-31	$275,701
Employer contributions (assets) at beginning of year	2020-12-31	$225,198
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,531,787
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Contract administrator fees	2020-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-12-31	$0
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
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2020-12-31	910189318
2019 : PROPEL INSURANCE 401(K) PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$11,532,246
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$4,417,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,352,267
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,269,762
Value of total assets at end of year	2019-12-31	$39,554,560
Value of total assets at beginning of year	2019-12-31	$32,439,938
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$65,357
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,292,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,292,279
Assets. Real estate other than employer real property at end of year	2019-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,528,457
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$477,743
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$65,357
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$7,114,622
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$39,554,560
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$32,439,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Assets. partnership/joint venture interests at end of year	2019-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$38,356,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$31,717,665
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in master investment trust accounts at end of year	2019-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$973,040
Value of interest in common/collective trusts at beginning of year	2019-12-31	$507,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Asset value of US Government securities at end of year	2019-12-31	$0
Asset value of US Government securities at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,953,177
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$17,028
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Assets. Value of employer real property at end of year	2019-12-31	$0
Assets. Value of employer real property at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$1,263,562
Employer contributions (assets) at end of year	2019-12-31	$225,198
Employer contributions (assets) at beginning of year	2019-12-31	$215,263
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,352,267
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$0
Contract administrator fees	2019-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2019-12-31	910189318
2018 : PROPEL INSURANCE 401(K) PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,489,334
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,078,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,015,220
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,703,954
Value of total assets at end of year	2018-12-31	$32,439,938
Value of total assets at beginning of year	2018-12-31	$34,028,755
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$62,931
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,062,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,062,552
Assets. Real estate other than employer real property at end of year	2018-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,383,500
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$248,029
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$112,190
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Assets. Loans (other than to participants) at end of year	2018-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$62,931
Liabilities. Value of operating payables at end of year	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-1,588,817
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$32,439,938
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$34,028,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Assets. partnership/joint venture interests at end of year	2018-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$31,717,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$33,011,967
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$0
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in master investment trust accounts at end of year	2018-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$507,010
Value of interest in common/collective trusts at beginning of year	2018-12-31	$582,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2018-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Asset value of US Government securities at end of year	2018-12-31	$0
Asset value of US Government securities at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,287,494
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$10,322
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Assets. Value of employer real property at end of year	2018-12-31	$0
Assets. Value of employer real property at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$1,208,264
Employer contributions (assets) at end of year	2018-12-31	$215,263
Employer contributions (assets) at beginning of year	2018-12-31	$185,895
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,015,220
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$0
Contract administrator fees	2018-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2018-12-31	910189318
2017 : PROPEL INSURANCE 401(K) PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$0
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Expenses. Interest paid	2017-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$8,295,267
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,439,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,388,567
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,425,666
Value of total assets at end of year	2017-12-31	$34,028,755
Value of total assets at beginning of year	2017-12-31	$29,173,198
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$51,143
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$925,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$925,182
Assets. Real estate other than employer real property at end of year	2017-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2017-12-31	$0
Administrative expenses professional fees incurred	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,113,042
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Participant contributions at end of year	2017-12-31	$248,029
Participant contributions at beginning of year	2017-12-31	$226,115
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$192,264
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Assets. Loans (other than to participants) at end of year	2017-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$51,143
Liabilities. Value of operating payables at end of year	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$4,855,557
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$34,028,755
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$29,173,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at end of year	2017-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$0
Investment advisory and management fees	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$33,011,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$27,891,826
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$0
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$0
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Value of interest in master investment trust accounts at end of year	2017-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$582,864
Value of interest in common/collective trusts at beginning of year	2017-12-31	$885,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2017-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2017-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Asset value of US Government securities at end of year	2017-12-31	$0
Asset value of US Government securities at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,936,444
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
Net investment gain or loss from common/collective trusts	2017-12-31	$7,975
Net gain/loss from 103.12 investment entities	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$0
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Assets. Value of employer real property at end of year	2017-12-31	$0
Assets. Value of employer real property at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$1,120,360
Employer contributions (assets) at end of year	2017-12-31	$185,895
Employer contributions (assets) at beginning of year	2017-12-31	$169,414
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,388,567
Asset. Corporate debt instrument preferred debt at end of year	2017-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$0
Contract administrator fees	2017-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2017-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2017-12-31	910189318
2016 : PROPEL INSURANCE 401(K) PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$7,327
Expenses. Interest paid	2016-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$6,375,864
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,599,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,545,812
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$4,481,593
Value of total assets at end of year	2016-12-31	$29,173,198
Value of total assets at beginning of year	2016-12-31	$24,403,931
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$53,458
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$670,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$670,675
Assets. Real estate other than employer real property at end of year	2016-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2016-12-31	$0
Administrative expenses professional fees incurred	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,061,544
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Participant contributions at end of year	2016-12-31	$226,115
Participant contributions at beginning of year	2016-12-31	$157,673
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,484,818
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Assets. Loans (other than to participants) at end of year	2016-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$7,327
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$53,458
Liabilities. Value of operating payables at end of year	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$4,776,594
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$29,173,198
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$24,396,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at end of year	2016-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$27,891,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$23,432,840
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$0
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$0
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in master investment trust accounts at end of year	2016-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$885,843
Value of interest in common/collective trusts at beginning of year	2016-12-31	$560,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2016-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2016-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Asset value of US Government securities at end of year	2016-12-31	$0
Asset value of US Government securities at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,213,744
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$9,852
Net gain/loss from 103.12 investment entities	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$0
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Assets. Value of employer real property at end of year	2016-12-31	$0
Assets. Value of employer real property at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$935,231
Employer contributions (assets) at end of year	2016-12-31	$169,414
Employer contributions (assets) at beginning of year	2016-12-31	$253,128
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,545,812
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$0
Contract administrator fees	2016-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2016-12-31	910189318
2015 : PROPEL INSURANCE 401(K) PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$0
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$7,327
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$6,127
Expenses. Interest paid	2015-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,954,505
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,573,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,524,615
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,111,597
Value of total assets at end of year	2015-12-31	$24,403,931
Value of total assets at beginning of year	2015-12-31	$23,021,744
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$48,903
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$725,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$725,906
Assets. Real estate other than employer real property at end of year	2015-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,592,855
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Participant contributions at end of year	2015-12-31	$157,673
Participant contributions at beginning of year	2015-12-31	$210,046
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$661,154
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Assets. Loans (other than to participants) at end of year	2015-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$7,327
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$6,127
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$48,903
Liabilities. Value of operating payables at end of year	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$1,380,987
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$24,396,604
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$23,015,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$23,432,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$22,312,845
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$0
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$0
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in master investment trust accounts at end of year	2015-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$560,290
Value of interest in common/collective trusts at beginning of year	2015-12-31	$362,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2015-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2015-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Asset value of US Government securities at end of year	2015-12-31	$0
Asset value of US Government securities at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-889,091
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$6,093
Net gain/loss from 103.12 investment entities	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$0
Assets. Invements in employer securities at beginning of year	2015-12-31	$0
Assets. Value of employer real property at end of year	2015-12-31	$0
Assets. Value of employer real property at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$857,588
Employer contributions (assets) at end of year	2015-12-31	$253,128
Employer contributions (assets) at beginning of year	2015-12-31	$136,012
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,524,615
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$0
Contract administrator fees	2015-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2015-12-31	910189318
2014 : PROPEL INSURANCE 401(K) PLAN AND TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$6,127
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$329
Total income from all sources (including contributions)	2014-12-31	$3,348,439
Total loss/gain on sale of assets	2014-12-31	$41,768
Total of all expenses incurred	2014-12-31	$1,431,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,389,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,097,113
Value of total assets at end of year	2014-12-31	$23,021,744
Value of total assets at beginning of year	2014-12-31	$21,098,512
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$41,150
Total interest from all sources	2014-12-31	$37,184
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$737,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$28,460
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,217,674
Participant contributions at end of year	2014-12-31	$210,046
Participant contributions at beginning of year	2014-12-31	$210,028
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$188,939
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$6,127
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,917,434
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$23,015,617
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$21,098,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$41,150
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$22,312,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,514,203
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$5,979,974
Interest on participant loans	2014-12-31	$0
Interest earned on other investments	2014-12-31	$0
Income. Interest from US Government securities	2014-12-31	$8,688
Income. Interest from corporate debt instruments	2014-12-31	$28,370
Value of interest in common/collective trusts at end of year	2014-12-31	$362,841
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,010,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,010,402
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$204,293
Asset value of US Government securities at end of year	2014-12-31	$0
Asset value of US Government securities at beginning of year	2014-12-31	$1,782,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$431,767
Net investment gain or loss from common/collective trusts	2014-12-31	$2,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$690,500
Employer contributions (assets) at end of year	2014-12-31	$136,012
Employer contributions (assets) at beginning of year	2014-12-31	$190,097
Income. Dividends from common stock	2014-12-31	$709,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,389,855
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$1,247,583
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$7,958,862
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$8,736,083
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$8,694,315
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2014-12-31	910189318
2013 : PROPEL INSURANCE 401(K) PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$360,131
Total unrealized appreciation/depreciation of assets	2013-12-31	$360,131
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$329
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$704
Total income from all sources (including contributions)	2013-12-31	$4,648,752
Total loss/gain on sale of assets	2013-12-31	$1,270,157
Total of all expenses incurred	2013-12-31	$2,006,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,874,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,819,509
Value of total assets at end of year	2013-12-31	$21,098,512
Value of total assets at beginning of year	2013-12-31	$18,456,534
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$131,855
Total interest from all sources	2013-12-31	$79,626
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$271,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$126,274
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,114,228
Participant contributions at end of year	2013-12-31	$210,028
Participant contributions at beginning of year	2013-12-31	$203,088
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$102,488
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$343
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$1,687
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$329
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,642,353
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$21,098,183
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$18,455,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$131,855
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,514,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,454,690
Value of interest in pooled separate accounts at end of year	2013-12-31	$5,979,974
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$4,051,932
Interest on participant loans	2013-12-31	$0
Interest earned on other investments	2013-12-31	$1,002
Income. Interest from US Government securities	2013-12-31	$32,364
Income. Interest from corporate debt instruments	2013-12-31	$46,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,010,402
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,551,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,551,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$204,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$185,271
Asset value of US Government securities at end of year	2013-12-31	$1,782,727
Asset value of US Government securities at beginning of year	2013-12-31	$1,708,855
Net investment gain/loss from pooled separate accounts	2013-12-31	$847,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$602,793
Employer contributions (assets) at end of year	2013-12-31	$190,097
Employer contributions (assets) at beginning of year	2013-12-31	$312,080
Income. Dividends from common stock	2013-12-31	$145,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,874,544
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$1,247,583
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$1,113,849
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$7,958,862
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$6,873,952
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$4,996,155
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$3,725,998
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2013-12-31	910189318
2012 : PROPEL INSURANCE 401(K) PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$460,672
Total unrealized appreciation/depreciation of assets	2012-12-31	$460,672
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$704
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$544
Total income from all sources (including contributions)	2012-12-31	$3,542,815
Total loss/gain on sale of assets	2012-12-31	$438,551
Total of all expenses incurred	2012-12-31	$2,965,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,856,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,872,779
Value of total assets at end of year	2012-12-31	$18,456,534
Value of total assets at beginning of year	2012-12-31	$17,879,027
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$109,310
Total interest from all sources	2012-12-31	$80,710
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$249,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$150,302
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,132,815
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$6,728
Participant contributions at end of year	2012-12-31	$203,088
Participant contributions at beginning of year	2012-12-31	$192,580
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$132,661
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$1,687
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$736
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$577,347
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$18,455,830
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$17,878,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$109,310
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,454,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,859,547
Value of interest in pooled separate accounts at end of year	2012-12-31	$4,051,932
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$3,107,868
Interest on participant loans	2012-12-31	$200
Interest earned on other investments	2012-12-31	$561
Income. Interest from US Government securities	2012-12-31	$32,756
Income. Interest from corporate debt instruments	2012-12-31	$47,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,551,130
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$5,347,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$5,347,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$185,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$79,586
Asset value of US Government securities at end of year	2012-12-31	$1,708,855
Asset value of US Government securities at beginning of year	2012-12-31	$1,198,073
Net investment gain/loss from pooled separate accounts	2012-12-31	$440,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$607,303
Employer contributions (assets) at end of year	2012-12-31	$312,080
Employer contributions (assets) at beginning of year	2012-12-31	$618,410
Income. Dividends from common stock	2012-12-31	$99,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,856,158
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$1,113,849
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$192,122
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$6,873,952
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$5,275,527
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$4,210,189
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$3,771,638
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2012-12-31	910189318
2011 : PROPEL INSURANCE 401(K) PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-761,001
Total unrealized appreciation/depreciation of assets	2011-12-31	$-761,001
Total transfer of assets to this plan	2011-12-31	$9,153,243
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$544
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$47,702
Total income from all sources (including contributions)	2011-12-31	$1,214,556
Total loss/gain on sale of assets	2011-12-31	$186,161
Total of all expenses incurred	2011-12-31	$609,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$559,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,183,751
Value of total assets at end of year	2011-12-31	$17,879,027
Value of total assets at beginning of year	2011-12-31	$8,167,449
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$49,628
Total interest from all sources	2011-12-31	$34,244
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$92,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$28,210
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,168,880
Participant contributions at end of year	2011-12-31	$6,728
Participant contributions at beginning of year	2011-12-31	$22,925
Participant contributions at end of year	2011-12-31	$192,580
Participant contributions at beginning of year	2011-12-31	$7,200
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$14,871
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$736
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$588
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$544
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$47,702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$605,493
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$17,878,483
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$8,119,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$49,628
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,859,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,786,007
Value of interest in pooled separate accounts at end of year	2011-12-31	$3,107,868
Interest on participant loans	2011-12-31	$1,124
Income. Interest from US Government securities	2011-12-31	$30,497
Income. Interest from corporate debt instruments	2011-12-31	$2,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$5,347,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$505,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$505,544
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$79,586
Asset value of US Government securities at end of year	2011-12-31	$1,198,073
Asset value of US Government securities at beginning of year	2011-12-31	$715,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$485,221
Net investment gain/loss from pooled separate accounts	2011-12-31	$-6,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Employer contributions (assets) at end of year	2011-12-31	$618,410
Income. Dividends from common stock	2011-12-31	$64,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$559,435
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$192,122
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$36,941
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$5,275,527
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$3,092,721
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$2,199,179
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$2,013,018
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2011-12-31	910189318
2010 : PROPEL INSURANCE 401(K) PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$281,493
Total unrealized appreciation/depreciation of assets	2010-12-31	$281,493
Total transfer of assets from this plan	2010-12-31	$57,336
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$47,702
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$535
Total income from all sources (including contributions)	2010-12-31	$2,080,190
Total loss/gain on sale of assets	2010-12-31	$169,371
Total of all expenses incurred	2010-12-31	$596,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$556,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,174,327
Value of total assets at end of year	2010-12-31	$8,167,449
Value of total assets at beginning of year	2010-12-31	$6,694,186
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$40,256
Total interest from all sources	2010-12-31	$30,459
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$81,204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$25,694
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,054,305
Participant contributions at end of year	2010-12-31	$22,925
Participant contributions at beginning of year	2010-12-31	$10,684
Participant contributions at end of year	2010-12-31	$7,200
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$120,022
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$588
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$47,702
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,483,432
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$8,119,747
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,693,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$40,256
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,786,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,165,028
Interest on participant loans	2010-12-31	$2,114
Income. Interest from US Government securities	2010-12-31	$26,864
Income. Interest from corporate debt instruments	2010-12-31	$1,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$505,544
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$379,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$379,971
Asset value of US Government securities at end of year	2010-12-31	$715,523
Asset value of US Government securities at beginning of year	2010-12-31	$643,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$343,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$57,552
Income. Dividends from common stock	2010-12-31	$55,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$556,502
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$36,941
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$31,529
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$3,092,721
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$2,405,761
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$2,290,524
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$2,121,153
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2010-12-31	910189318

Form 5500 Responses for PROPEL INSURANCE 401(K) PLAN AND TRUST

2021: PROPEL INSURANCE 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PROPEL INSURANCE 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PROPEL INSURANCE 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PROPEL INSURANCE 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PROPEL INSURANCE 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PROPEL INSURANCE 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PROPEL INSURANCE 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PROPEL INSURANCE 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PROPEL INSURANCE 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PROPEL INSURANCE 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PROPEL INSURANCE 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PROPEL INSURANCE 401(K) PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PROPEL INSURANCE 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600978-000

Policy instance

Insurance contract or identification number	600978-000
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $7,675
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,675
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600978-000

Policy instance

Insurance contract or identification number	600978-000
Number of Individuals Covered	106
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $7,675
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,675
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY, INC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600978-000

Policy instance

Insurance contract or identification number	600978-000
Number of Individuals Covered	106
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $19,166
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,166
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY, INC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600978-000

Policy instance

Insurance contract or identification number	600978-000
Number of Individuals Covered	106
Insurance policy start date	2011-11-03
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	PROPEL INSURANCE AGENCY, LLC
Employer identification number (EIN):	910830024
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages