?>
Logo

INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 401k Plan overview

Plan NameINSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN
Plan identification number 002

INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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

COMMONWEALTH AUTOMOBILE REINSURERS has sponsored the creation of one or more 401k plans.

Company Name:COMMONWEALTH AUTOMOBILE REINSURERS
Employer identification number (EIN):042572141
NAIC Classification:524150

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01DANIEL JOHNSTON STEVEN GAUTIERI2019-07-19
0022017-01-01DANIEL JOHNSTON STEVEN GAUTIERI2018-09-04
0022016-01-01DANIEL JOHNSTON STEVEN GAUTIERI2017-09-26
0022015-01-01DAVID SINK STEVEN GAUTIERI2016-07-18
0022014-01-01MONTE ALMER STEVEN GAUTIERI2015-06-17
0022013-01-01MONTE ALMER STEVEN GAUTIERI2014-09-11
0022012-01-01MONTE ALMER STEVEN GAUTIERI2013-10-08
0022011-01-01MONTE ALMER STEVEN GAUTIERI2012-10-05
0022009-01-01MONTE ALMER STEVEN GAUTIERI2011-10-07
0022009-01-01 STEVEN GAUTIERI2011-10-06
0022009-01-01MONTE ALMER

Plan Statistics for INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN

401k plan membership statisitcs for INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN

Measure Date Value
2022: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0174
Total number of active participants reported on line 7a of the Form 55002022-01-0146
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0171
Number of participants with account balances2022-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0174
Total number of active participants reported on line 7a of the Form 55002021-01-0148
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0121
Total of all active and inactive participants2021-01-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-0174
Number of participants with account balances2021-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0172
Total number of active participants reported on line 7a of the Form 55002020-01-0149
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0120
Total of all active and inactive participants2020-01-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-0174
Number of participants with account balances2020-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0173
Total number of active participants reported on line 7a of the Form 55002019-01-0150
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-0172
Number of participants with account balances2019-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0175
Total number of active participants reported on line 7a of the Form 55002018-01-0151
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-0173
Number of participants with account balances2018-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0178
Total number of active participants reported on line 7a of the Form 55002017-01-0152
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-0175
Number of participants with account balances2017-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0177
Total number of active participants reported on line 7a of the Form 55002016-01-0152
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-0178
Number of participants with account balances2016-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0184
Total number of active participants reported on line 7a of the Form 55002015-01-0151
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-0177
Number of participants with account balances2015-01-0177
2014: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0188
Total number of active participants reported on line 7a of the Form 55002014-01-0154
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-0184
Number of participants with account balances2014-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0197
Total number of active participants reported on line 7a of the Form 55002013-01-0159
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-0188
Number of participants with account balances2013-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01100
Total number of active participants reported on line 7a of the Form 55002012-01-0158
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-0197
Number of participants with account balances2012-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01108
Total number of active participants reported on line 7a of the Form 55002011-01-0159
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01100
Number of participants with account balances2011-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01117
Total number of active participants reported on line 7a of the Form 55002009-01-0184
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-01115
Number of participants with account balances2009-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN

Measure Date Value
2022 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-4,049,080
Expenses. Total of all expenses incurred2022-12-31$1,255,009
Benefits paid (including direct rollovers)2022-12-31$1,279,778
Total plan assets at end of year2022-12-31$23,568,433
Total plan assets at beginning of year2022-12-31$28,872,522
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$547,591
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-4,630,695
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-5,304,089
Net plan assets at end of year (total assets less liabilities)2022-12-31$23,568,433
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$28,872,522
Assets. Value of participant loans2022-12-31$157,417
Total contributions received or receivable from employer(s)2022-12-31$34,024
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$-24,769
2021 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$4,747,713
Expenses. Total of all expenses incurred2021-12-31$1,967,281
Benefits paid (including direct rollovers)2021-12-31$1,992,738
Total plan assets at end of year2021-12-31$28,872,522
Total plan assets at beginning of year2021-12-31$26,092,090
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$530,720
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$4,173,907
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$2,780,432
Net plan assets at end of year (total assets less liabilities)2021-12-31$28,872,522
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$26,092,090
Assets. Value of participant loans2021-12-31$229,252
Total contributions received or receivable from employer(s)2021-12-31$43,086
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$-25,457
2020 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$3,966,780
Expenses. Total of all expenses incurred2020-12-31$268,513
Benefits paid (including direct rollovers)2020-12-31$286,371
Total plan assets at end of year2020-12-31$26,092,090
Total plan assets at beginning of year2020-12-31$22,393,823
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$512,171
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$3,421,812
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$3,698,267
Net plan assets at end of year (total assets less liabilities)2020-12-31$26,092,090
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$22,393,823
Assets. Value of participant loans2020-12-31$143,422
Total contributions received or receivable from employer(s)2020-12-31$32,797
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$-17,858
2019 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$4,481,635
Expenses. Total of all expenses incurred2019-12-31$549,220
Benefits paid (including direct rollovers)2019-12-31$565,992
Total plan assets at end of year2019-12-31$22,393,823
Total plan assets at beginning of year2019-12-31$18,461,408
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$483,930
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$3,975,900
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$3,932,415
Net plan assets at end of year (total assets less liabilities)2019-12-31$22,393,823
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$18,461,408
Assets. Value of participant loans2019-12-31$160,122
Total contributions received or receivable from employer(s)2019-12-31$21,805
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$-16,772
2018 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-434,242
Expenses. Total of all expenses incurred2018-12-31$209,123
Benefits paid (including direct rollovers)2018-12-31$225,241
Total plan assets at end of year2018-12-31$18,461,408
Total plan assets at beginning of year2018-12-31$19,104,773
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$452,633
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-909,734
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-643,365
Net plan assets at end of year (total assets less liabilities)2018-12-31$18,461,408
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$19,104,773
Assets. Value of participant loans2018-12-31$161,967
Total contributions received or receivable from employer(s)2018-12-31$22,859
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$-16,118
2017 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$-127,381
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$3,048,438
Expenses. Total of all expenses incurred2017-12-31$1,266,779
Benefits paid (including direct rollovers)2017-12-31$1,278,724
Total plan assets at end of year2017-12-31$19,104,773
Total plan assets at beginning of year2017-12-31$17,450,495
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$390,166
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$2,637,287
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,781,659
Net plan assets at end of year (total assets less liabilities)2017-12-31$19,104,773
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$17,450,495
Assets. Value of participant loans2017-12-31$215,820
Total contributions received or receivable from employer(s)2017-12-31$20,985
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$-11,945
2016 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,577,638
Expenses. Total of all expenses incurred2016-12-31$232,093
Benefits paid (including direct rollovers)2016-12-31$241,752
Total plan assets at end of year2016-12-31$17,450,495
Total plan assets at beginning of year2016-12-31$16,104,950
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$413,414
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$1,140,519
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$1,345,545
Net plan assets at end of year (total assets less liabilities)2016-12-31$17,450,495
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$16,104,950
Assets. Value of participant loans2016-12-31$221,605
Total contributions received or receivable from employer(s)2016-12-31$23,705
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$-9,659
2015 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$462,839
Expenses. Total of all expenses incurred2015-12-31$668,129
Benefits paid (including direct rollovers)2015-12-31$674,655
Total plan assets at end of year2015-12-31$16,104,950
Total plan assets at beginning of year2015-12-31$16,310,240
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$395,686
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$44,712
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-205,290
Net plan assets at end of year (total assets less liabilities)2015-12-31$16,104,950
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$16,310,240
Assets. Value of participant loans2015-12-31$230,666
Total contributions received or receivable from employer(s)2015-12-31$22,441
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$-6,526
2014 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,601,505
Expenses. Total of all expenses incurred2014-12-31$1,886,789
Benefits paid (including direct rollovers)2014-12-31$1,890,870
Total plan assets at end of year2014-12-31$16,310,240
Total plan assets at beginning of year2014-12-31$16,595,524
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$463,429
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$1,108,911
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-285,284
Net plan assets at end of year (total assets less liabilities)2014-12-31$16,310,240
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$16,595,524
Assets. Value of participant loans2014-12-31$263,380
Total contributions received or receivable from employer(s)2014-12-31$29,165
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$-4,081
2013 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$2,806,040
Expenses. Total of all expenses incurred2013-12-31$385,341
Benefits paid (including direct rollovers)2013-12-31$383,607
Total plan assets at end of year2013-12-31$16,595,524
Total plan assets at beginning of year2013-12-31$14,174,825
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$439,166
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$2,340,044
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$2,420,699
Net plan assets at end of year (total assets less liabilities)2013-12-31$16,595,524
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$14,174,825
Assets. Value of participant loans2013-12-31$242,172
Total contributions received or receivable from employer(s)2013-12-31$26,830
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,734
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,864,444
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,024,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,015,037
Value of total corrective distributions2012-12-31$7,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$490,013
Value of total assets at end of year2012-12-31$14,174,825
Value of total assets at beginning of year2012-12-31$13,334,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,963
Total interest from all sources2012-12-31$10,825
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$343,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$343,251
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$439,297
Participant contributions at end of year2012-12-31$220,468
Participant contributions at beginning of year2012-12-31$252,890
Assets. Other investments not covered elsewhere at end of year2012-12-31$754,580
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$684,474
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$17,910
Other income not declared elsewhere2012-12-31$73,628
Administrative expenses (other) incurred2012-12-31$1,963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$840,266
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,174,825
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,334,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,314,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,222,461
Interest on participant loans2012-12-31$10,825
Value of interest in common/collective trusts at end of year2012-12-31$2,885,521
Value of interest in common/collective trusts at beginning of year2012-12-31$3,174,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$905,797
Net investment gain or loss from common/collective trusts2012-12-31$40,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$32,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,015,037
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SEIGRIST, CREE, ALESSANDRI & STRAUS
Accountancy firm EIN2012-12-31042745810
2011 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$419,201
Total of all expenses incurred2011-12-31$1,634,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,632,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$506,151
Value of total assets at end of year2011-12-31$13,334,559
Value of total assets at beginning of year2011-12-31$14,549,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,966
Total interest from all sources2011-12-31$11,584
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$256,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$256,844
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$432,807
Participant contributions at end of year2011-12-31$252,890
Participant contributions at beginning of year2011-12-31$196,566
Assets. Other investments not covered elsewhere at end of year2011-12-31$684,474
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$780,223
Other income not declared elsewhere2011-12-31$-80,989
Administrative expenses (other) incurred2011-12-31$1,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,215,209
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,334,559
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,549,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,222,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,223,765
Interest on participant loans2011-12-31$11,584
Value of interest in common/collective trusts at end of year2011-12-31$3,174,734
Value of interest in common/collective trusts at beginning of year2011-12-31$3,349,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-367,306
Net investment gain or loss from common/collective trusts2011-12-31$92,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$73,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,632,444
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SEIGRIST,CREE,ALESSANDRI & STRAUSS
Accountancy firm EIN2011-12-31042745810
2010 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,272,711
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,689,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,686,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$823,926
Value of total assets at end of year2010-12-31$14,549,768
Value of total assets at beginning of year2010-12-31$13,966,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,265
Total interest from all sources2010-12-31$14,240
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$218,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$218,720
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$514,277
Participant contributions at end of year2010-12-31$196,566
Participant contributions at beginning of year2010-12-31$280,665
Assets. Other investments not covered elsewhere at end of year2010-12-31$780,223
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$956,111
Other income not declared elsewhere2010-12-31$9,709
Administrative expenses (other) incurred2010-12-31$2,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$583,705
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,549,768
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,966,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,223,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,372,631
Interest on participant loans2010-12-31$14,240
Value of interest in common/collective trusts at end of year2010-12-31$3,349,214
Value of interest in common/collective trusts at beginning of year2010-12-31$3,356,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,070,724
Net investment gain or loss from common/collective trusts2010-12-31$135,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$309,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,686,741
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SEIGRIST & CREE CPA P.C.
Accountancy firm EIN2010-12-31042745810
2009 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN

2022: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3