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| Plan Name | NEW ENGLAND EXCESS EXCHANGE 401(K) RETIREMENT PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | NEW ENGLAND EXCESS EXCHANGE |
| Employer identification number (EIN): | 030278334 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2024-01-01 | JENNIE FRENCH | 2024-10-15 | ||
| 002 | 2023-01-01 | JENNIE FRENCH | 2024-10-15 | ||
| 002 | 2022-01-01 | JENNIE FRENCH | 2023-07-12 | ||
| 002 | 2021-01-01 | JENNIE FRENCH | 2022-06-28 | ||
| 002 | 2020-01-01 | JENNIE FRENCH | 2021-06-16 | ||
| 002 | 2019-01-01 | JULIE KEANE | 2020-07-14 | ||
| 002 | 2018-01-01 | MARI SCHAARSCHMIDT | 2019-03-12 | ||
| 002 | 2017-01-01 | MARI SCHAARSCHMIDT | 2018-05-09 | ||
| 002 | 2016-01-01 | MARI SCHAARSCHMIDT | 2017-04-03 | ||
| 002 | 2015-01-01 | MARI SCHAARSCHMIDT | 2016-03-08 | ||
| 002 | 2014-01-01 | MARI SCHAARSCHMIDT | 2015-03-20 | ||
| 002 | 2013-01-01 | MARI SCHAARSCHMIDT | 2014-02-25 | ||
| 002 | 2012-01-01 | MARI SCHAARSCHMIDT | 2013-02-14 | ||
| 002 | 2011-01-01 | MARI SCHAARSCHMIDT | 2012-02-01 | ||
| 002 | 2010-07-01 | MARI SCHAARSCHMIDT | 2011-06-07 |
| Measure | Date | Value |
|---|---|---|
| 2024 : NEW ENGLAND EXCESS EXCHANGE 401(K) RETIREMENT PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-15 | 185412 |
| Net assets as of the end of the plan year | 2024-10-15 | 3616168 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 2795801 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 1000000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 124447 |
| Value of participant loans at end of plan year | 2024-10-15 | 2964 |
| Other income to plan in this plan year | 2024-10-15 | 595608 |
| Plan net income in this plan year | 2024-10-15 | 820367 |
| Net assets as of the end of the plan year | 2024-10-15 | 3616168 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 2795801 |
| Value of contributions failed to transmitted timely | 2024-10-15 | 18 |
| Employer contributions to plan in this plan year | 2024-10-15 | 285724 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 705 |
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