SANIBEL CAPTIVA COMMUNITY BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SANIBEL CAPTIVA COMMUNITY BANK 401 K PROFIT SHARING PLAN TRUST
401k plan membership statisitcs for SANIBEL CAPTIVA COMMUNITY BANK 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2022: SANIBEL CAPTIVA COMMUNITY BANK 401 K PROFIT SHARING PLAN TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 113 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 103 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 10 |
| Total of all active and inactive participants | 2022-01-01 | 113 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 113 |
| Number of participants with account balances | 2022-01-01 | 90 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: SANIBEL CAPTIVA COMMUNITY BANK 401 K PROFIT SHARING PLAN TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 104 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 97 |
| 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 | 9 |
| Total of all active and inactive participants | 2021-01-01 | 106 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 106 |
| Number of participants with account balances | 2021-01-01 | 89 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: SANIBEL CAPTIVA COMMUNITY BANK 401 K PROFIT SHARING PLAN TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 99 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 94 |
| 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 | 7 |
| Total of all active and inactive participants | 2020-01-01 | 101 |
| Total participants | 2020-01-01 | 101 |
| Number of participants with account balances | 2020-01-01 | 86 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
| 2019: SANIBEL CAPTIVA COMMUNITY BANK 401 K PROFIT SHARING PLAN TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 96 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 96 |
| 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 | 4 |
| Total of all active and inactive participants | 2019-01-01 | 100 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 100 |
| Number of participants with account balances | 2019-01-01 | 81 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
| 2018: SANIBEL CAPTIVA COMMUNITY BANK 401 K PROFIT SHARING PLAN TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 87 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 89 |
| 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 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 92 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 93 |
| Number of participants with account balances | 2018-01-01 | 78 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: SANIBEL CAPTIVA COMMUNITY BANK 401 K PROFIT SHARING PLAN TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 72 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 82 |
| 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 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 84 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 84 |
| Number of participants with account balances | 2017-01-01 | 70 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
| 2009: SANIBEL CAPTIVA COMMUNITY BANK 401 K PROFIT SHARING PLAN TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 28 |
| Number of participants with account balances | 2009-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : SANIBEL CAPTIVA COMMUNITY BANK 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-240,133 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $165,481 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $154,803 |
| Total plan assets at end of year | 2022-12-31 | $8,786,606 |
| Total plan assets at beginning of year | 2022-12-31 | $9,192,220 |
| Value of fidelity bond covering the plan | 2022-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $611,271 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $107,456 |
| Other income received | 2022-12-31 | $-1,394,168 |
| Net income (gross income less expenses) | 2022-12-31 | $-405,614 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $8,786,606 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,192,220 |
| Assets. Value of participant loans | 2022-12-31 | $142,531 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $676,844 |
| Assets. Value of employer securities | 2022-12-31 | $151,425 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $435,308 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $10,678 |
| 2021 : SANIBEL CAPTIVA COMMUNITY BANK 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $2,227,116 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $523,556 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $523,556 |
| Total plan assets at end of year | 2021-12-31 | $9,192,220 |
| Total plan assets at beginning of year | 2021-12-31 | $7,488,660 |
| Value of fidelity bond covering the plan | 2021-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $590,467 |
| Other income received | 2021-12-31 | $1,232,936 |
| Net income (gross income less expenses) | 2021-12-31 | $1,703,560 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $9,192,220 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,488,660 |
| Assets. Value of participant loans | 2021-12-31 | $154,696 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $755,647 |
| Assets. Value of employer securities | 2021-12-31 | $148,060 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $403,713 |
| 2020 : SANIBEL CAPTIVA COMMUNITY BANK 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,956,786 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $48,236 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $48,236 |
| Total plan assets at end of year | 2020-12-31 | $7,488,660 |
| Total plan assets at beginning of year | 2020-12-31 | $5,580,110 |
| Value of fidelity bond covering the plan | 2020-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $493,998 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $33,552 |
| Other income received | 2020-12-31 | $1,078,126 |
| Net income (gross income less expenses) | 2020-12-31 | $1,908,550 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $7,488,660 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,580,110 |
| Assets. Value of participant loans | 2020-12-31 | $147,871 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $921,902 |
| Assets. Value of employer securities | 2020-12-31 | $148,060 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $351,110 |
| 2019 : SANIBEL CAPTIVA COMMUNITY BANK 401 K PROFIT SHARING PLAN TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,492,020 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $501,494 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $501,494 |
| Total plan assets at end of year | 2019-12-31 | $5,580,110 |
| Total plan assets at beginning of year | 2019-12-31 | $4,589,584 |
| Value of fidelity bond covering the plan | 2019-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $413,033 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $5,025 |
| Other income received | 2019-12-31 | $779,044 |
| Net income (gross income less expenses) | 2019-12-31 | $990,526 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,580,110 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,589,584 |
| Assets. Value of participant loans | 2019-12-31 | $119,844 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $759,815 |
| Assets. Value of employer securities | 2019-12-31 | $132,600 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $294,918 |
| 2018 : SANIBEL CAPTIVA COMMUNITY BANK 401 K PROFIT SHARING PLAN TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $539,026 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,145 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,003 |
| Total plan assets at end of year | 2018-12-31 | $4,589,584 |
| Total plan assets at beginning of year | 2018-12-31 | $4,051,703 |
| Value of fidelity bond covering the plan | 2018-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $382,486 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $58,164 |
| Other income received | 2018-12-31 | $-175,484 |
| Net income (gross income less expenses) | 2018-12-31 | $537,881 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,589,584 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,051,703 |
| Assets. Value of participant loans | 2018-12-31 | $137,859 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $826,214 |
| Assets. Value of employer securities | 2018-12-31 | $132,600 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $273,860 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $142 |
| 2017 : SANIBEL CAPTIVA COMMUNITY BANK 401 K PROFIT SHARING PLAN TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $1,036,273 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $131,640 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $131,568 |
| Total plan assets at end of year | 2017-12-31 | $4,051,703 |
| Total plan assets at beginning of year | 2017-12-31 | $3,147,070 |
| Value of fidelity bond covering the plan | 2017-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $322,924 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $82,618 |
| Other income received | 2017-12-31 | $415,089 |
| Net income (gross income less expenses) | 2017-12-31 | $904,633 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,051,703 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,147,070 |
| Assets. Value of participant loans | 2017-12-31 | $124,747 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $712,714 |
| Assets. Value of employer securities | 2017-12-31 | $112,710 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $215,642 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $72 |
| 2022: SANIBEL CAPTIVA COMMUNITY BANK 401 K PROFIT SHARING PLAN TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: SANIBEL CAPTIVA COMMUNITY BANK 401 K PROFIT SHARING PLAN TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: SANIBEL CAPTIVA COMMUNITY BANK 401 K PROFIT SHARING PLAN TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 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 – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SANIBEL CAPTIVA COMMUNITY BANK 401 K PROFIT SHARING PLAN 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 – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SANIBEL CAPTIVA COMMUNITY BANK 401 K PROFIT SHARING PLAN 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 – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SANIBEL CAPTIVA COMMUNITY BANK 401 K PROFIT SHARING PLAN 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 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SANIBEL CAPTIVA COMMUNITY BANK 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 126946 |
| Policy instance | 1 |
| Insurance contract or identification number | 126946 | | Number of Individuals Covered | 97 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $3,822 | | Total amount of fees paid to insurance company | USD $1,135 | | Commission paid to Insurance Broker | USD $3,822 | | Amount paid for insurance broker fees | 1135 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 126946 |
| Policy instance | 1 |
| Insurance contract or identification number | 126946 | | Number of Individuals Covered | 95 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $3,685 | | Total amount of fees paid to insurance company | USD $1,330 | | Commission paid to Insurance Broker | USD $3,685 | | Amount paid for insurance broker fees | 1330 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 126946 |
| Policy instance | 1 |
| Insurance contract or identification number | 126946 | | Number of Individuals Covered | 92 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $2,590 | | Total amount of fees paid to insurance company | USD $950 | | Commission paid to Insurance Broker | USD $2,590 | | Amount paid for insurance broker fees | 950 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 126946 |
| Policy instance | 1 |
| Insurance contract or identification number | 126946 | | Number of Individuals Covered | 87 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $855 | | Total amount of fees paid to insurance company | USD $2,230 | | Commission paid to Insurance Broker | USD $855 | | Amount paid for insurance broker fees | 2230 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 126946 |
| Policy instance | 1 |
| Insurance contract or identification number | 126946 | | Number of Individuals Covered | 80 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $762 | | Total amount of fees paid to insurance company | USD $2,311 | | Commission paid to Insurance Broker | USD $762 | | Amount paid for insurance broker fees | 2311 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 126946 |
| Policy instance | 1 |
| Insurance contract or identification number | 126946 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $13,455 | | Amount paid for insurance broker fees | 13455 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker organization code? | 5 | | Insurance broker name | PENSION PLANNERS, INC. |
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