401k Plan data: SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE plan

SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE 401k Plan overview

Plan Name	SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE
Plan identification number	001

SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE Benefits

401k Plan Type

Defined 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.
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

INSUREX, INC. has sponsored the creation of one or more 401k plans.

Company Name: INSUREX, INC.

Employer identification number (EIN): 221726545

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 GREGORY GROSS
001 2013-01-01 GREGORY GROSS
001 2012-01-01 GREGORY GROSS GREGORY GROSS 2013-10-08
001 2011-01-01 GINA SCHWALM
001 2010-01-01 GINA SCHWALM
001 2009-01-01
001 2009-01-01 GINA SCHWALM

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	GREGORY GROSS
001	2013-01-01	GREGORY GROSS
001	2012-01-01	GREGORY GROSS	GREGORY GROSS	2013-10-08
001	2011-01-01	GINA SCHWALM
001	2010-01-01	GINA SCHWALM
001	2009-01-01
001	2009-01-01	GINA SCHWALM

Plan Statistics for SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE

401k plan membership statisitcs for SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE

Measure Date Value
2014: SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE 2010 401k membership
Total participants, beginning-of-year 2010-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 14
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 14
Number of participants with account balances 2010-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
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 0
Total of all active and inactive participants 2009-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE 2010 401k membership
Total participants, beginning-of-year	2010-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	14
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	14
Number of participants with account balances	2010-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
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	0
Total of all active and inactive participants	2009-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE

Measure	Date	Value
2014 : SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE 2014 401k financial data
Total income from all sources	2014-12-31	$4,497
Expenses. Total of all expenses incurred	2014-12-31	$12,813
Benefits paid (including direct rollovers)	2014-12-31	$12,813
Total plan assets at end of year	2014-12-31	$88,001
Total plan assets at beginning of year	2014-12-31	$96,317
Value of fidelity bond covering the plan	2014-12-31	$500,000
Other income received	2014-12-31	$4,497
Net income (gross income less expenses)	2014-12-31	$-8,316
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$88,001
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$96,317
2013 : SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE 2013 401k financial data
Total income from all sources	2013-12-31	$46,388
Expenses. Total of all expenses incurred	2013-12-31	$212,807
Benefits paid (including direct rollovers)	2013-12-31	$212,807
Total plan assets at end of year	2013-12-31	$96,317
Total plan assets at beginning of year	2013-12-31	$262,736
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$2,789
Contributions received from other sources (not participants or employers)	2013-12-31	$1,242
Other income received	2013-12-31	$41,520
Net income (gross income less expenses)	2013-12-31	$-166,419
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$96,317
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$262,736
Total contributions received or receivable from employer(s)	2013-12-31	$837
2012 : SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE 2012 401k financial data
Total income from all sources	2012-12-31	$39,256
Expenses. Total of all expenses incurred	2012-12-31	$31,411
Benefits paid (including direct rollovers)	2012-12-31	$31,411
Total plan assets at end of year	2012-12-31	$262,736
Total plan assets at beginning of year	2012-12-31	$254,891
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$4,782
Other income received	2012-12-31	$33,039
Net income (gross income less expenses)	2012-12-31	$7,845
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$262,736
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$254,891
Assets. Value of participant loans	2012-12-31	$6,697
Total contributions received or receivable from employer(s)	2012-12-31	$1,435
2011 : SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE 2011 401k financial data
Total income from all sources	2011-12-31	$-5,607
Expenses. Total of all expenses incurred	2011-12-31	$2,283
Total plan assets at end of year	2011-12-31	$254,891
Total plan assets at beginning of year	2011-12-31	$262,781
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$3,818
Other income received	2011-12-31	$-10,570
Net income (gross income less expenses)	2011-12-31	$-7,890
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$254,891
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$262,781
Assets. Value of participant loans	2011-12-31	$9,683
Total contributions received or receivable from employer(s)	2011-12-31	$1,145
Value of corrective distributions	2011-12-31	$2,283
2010 : SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE 2010 401k financial data
Total income from all sources	2010-12-31	$42,826
Expenses. Total of all expenses incurred	2010-12-31	$1,120
Benefits paid (including direct rollovers)	2010-12-31	$1,120
Total plan assets at end of year	2010-12-31	$262,781
Total plan assets at beginning of year	2010-12-31	$221,075
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$12,406
Other income received	2010-12-31	$27,843
Net income (gross income less expenses)	2010-12-31	$41,706
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$262,781
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$221,075
Assets. Value of participant loans	2010-12-31	$12,413
Total contributions received or receivable from employer(s)	2010-12-31	$2,577
2009 : SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE

2014: SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
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: SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
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: SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
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: SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SAVINGS PLAN FOR THE EMPLOYEES OF INSUREX AND ITS AFFILIATE 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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

Company Name:	INSUREX, INC.
Employer identification number (EIN):	221726545
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages