401k Plan data: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN plan

AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 401k Plan overview

Plan Name	AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN
Plan identification number	007

AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 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.
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

AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITER has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITER

Employer identification number (EIN): 231352012

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
007 2022-01-01
007 2021-01-01
007 2020-01-01
007 2019-01-01
007 2018-01-01
007 2017-01-01 JEFFREY SCHEIDT
007 2016-01-01 JEFFREY SCHEIDT
007 2015-01-01 JEFFREY SCHEIDT
007 2014-01-01 JEFFREY A. SCHEIDT JEFFREY A. SCHEIDT 2015-07-27
007 2013-01-01 JEFFREY A. SCHEIDT JEFFREY A. SCHEIDT 2014-07-30
007 2012-01-01 JEFFREY A. SCHEIDT JEFFREY A. SCHEIDT 2013-07-26
007 2011-01-01 JEFFREY SCHEIDT JEFFREY SCHEIDT 2012-09-17
007 2009-01-01 JEFFREY A. SCHEIDT

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
007	2022-01-01
007	2021-01-01
007	2020-01-01
007	2019-01-01
007	2018-01-01
007	2017-01-01	JEFFREY SCHEIDT
007	2016-01-01	JEFFREY SCHEIDT
007	2015-01-01	JEFFREY SCHEIDT
007	2014-01-01	JEFFREY A. SCHEIDT	JEFFREY A. SCHEIDT	2015-07-27
007	2013-01-01	JEFFREY A. SCHEIDT	JEFFREY A. SCHEIDT	2014-07-30
007	2012-01-01	JEFFREY A. SCHEIDT	JEFFREY A. SCHEIDT	2013-07-26
007	2011-01-01	JEFFREY SCHEIDT	JEFFREY SCHEIDT	2012-09-17
007	2009-01-01	JEFFREY A. SCHEIDT

Plan Statistics for AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN

401k plan membership statisitcs for AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN

Measure Date Value
2022: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 447
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 265
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 170
Total of all active and inactive participants 2022-01-01 438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 4
Total participants 2022-01-01 442
Number of participants with account balances 2022-01-01 411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 402
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 285
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 155
Total of all active and inactive participants 2021-01-01 443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 4
Total participants 2021-01-01 447
Number of participants with account balances 2021-01-01 412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 396
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 333
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 65
Total of all active and inactive participants 2020-01-01 401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 402
Number of participants with account balances 2020-01-01 400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 398
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 238
Number of retired or separated participants receiving benefits 2019-01-01 51
Number of other retired or separated participants entitled to future benefits 2019-01-01 104
Total of all active and inactive participants 2019-01-01 393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 396
Number of participants with account balances 2019-01-01 384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 355
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 258
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 134
Total of all active and inactive participants 2018-01-01 395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 3
Total participants 2018-01-01 398
Number of participants with account balances 2018-01-01 358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 381
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 212
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 139
Total of all active and inactive participants 2017-01-01 352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 3
Total participants 2017-01-01 355
Number of participants with account balances 2017-01-01 315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 356
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 220
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 158
Total of all active and inactive participants 2016-01-01 379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 381
Number of participants with account balances 2016-01-01 356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 296
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 190
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 165
Total of all active and inactive participants 2015-01-01 355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 356
Number of participants with account balances 2015-01-01 306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 307
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 130
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 164
Total of all active and inactive participants 2014-01-01 294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 296
Number of participants with account balances 2014-01-01 290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 322
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 178
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 156
Total of all active and inactive participants 2013-01-01 335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 336
Number of participants with account balances 2013-01-01 312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 301
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 244
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 76
Total of all active and inactive participants 2012-01-01 320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 322
Number of participants with account balances 2012-01-01 267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 251
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 169
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 81
Total of all active and inactive participants 2011-01-01 250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 251
Number of participants with account balances 2011-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 273
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 120
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 148
Total of all active and inactive participants 2009-01-01 269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 270
Number of participants with account balances 2009-01-01 270
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: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	447
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	265
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	170
Total of all active and inactive participants	2022-01-01	438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	4
Total participants	2022-01-01	442
Number of participants with account balances	2022-01-01	411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	402
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	285
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	155
Total of all active and inactive participants	2021-01-01	443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	4
Total participants	2021-01-01	447
Number of participants with account balances	2021-01-01	412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	396
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	333
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	65
Total of all active and inactive participants	2020-01-01	401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	402
Number of participants with account balances	2020-01-01	400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	398
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	238
Number of retired or separated participants receiving benefits	2019-01-01	51
Number of other retired or separated participants entitled to future benefits	2019-01-01	104
Total of all active and inactive participants	2019-01-01	393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	396
Number of participants with account balances	2019-01-01	384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	355
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	258
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	134
Total of all active and inactive participants	2018-01-01	395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	3
Total participants	2018-01-01	398
Number of participants with account balances	2018-01-01	358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	381
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	212
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	139
Total of all active and inactive participants	2017-01-01	352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	3
Total participants	2017-01-01	355
Number of participants with account balances	2017-01-01	315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	356
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	220
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	158
Total of all active and inactive participants	2016-01-01	379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	381
Number of participants with account balances	2016-01-01	356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	296
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	190
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	165
Total of all active and inactive participants	2015-01-01	355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	356
Number of participants with account balances	2015-01-01	306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	307
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	130
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	164
Total of all active and inactive participants	2014-01-01	294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	296
Number of participants with account balances	2014-01-01	290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	322
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	178
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	156
Total of all active and inactive participants	2013-01-01	335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	336
Number of participants with account balances	2013-01-01	312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	301
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	244
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	76
Total of all active and inactive participants	2012-01-01	320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	322
Number of participants with account balances	2012-01-01	267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	251
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	169
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	81
Total of all active and inactive participants	2011-01-01	250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	251
Number of participants with account balances	2011-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	273
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	120
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	148
Total of all active and inactive participants	2009-01-01	269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	270
Number of participants with account balances	2009-01-01	270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN

Measure	Date	Value
2022 : AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$10,951
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$11,040
Total income from all sources (including contributions)	2022-12-31	$-7,275,077
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,844,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,841,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,853,838
Value of total assets at end of year	2022-12-31	$61,540,045
Value of total assets at beginning of year	2022-12-31	$73,659,544
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$2,661
Total interest from all sources	2022-12-31	$13,286
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,507,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,507,060
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,129,907
Participant contributions at end of year	2022-12-31	$283,635
Participant contributions at beginning of year	2022-12-31	$298,263
Participant contributions at end of year	2022-12-31	$108,717
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$179,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$10,951
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$11,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-12,119,410
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$61,529,094
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$73,648,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$52,830,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$63,873,160
Value of interest in pooled separate accounts at end of year	2022-12-31	$115,097
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$297,817
Interest on participant loans	2022-12-31	$13,286
Value of interest in common/collective trusts at end of year	2022-12-31	$2,664,221
Value of interest in common/collective trusts at beginning of year	2022-12-31	$3,958,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$5,450,248
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$5,231,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-13,649,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,544,869
Employer contributions (assets) at end of year	2022-12-31	$87,145
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,841,672
Contract administrator fees	2022-12-31	$2,661
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2022-12-31	431947695
2021 : AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$11,040
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$8,801
Total income from all sources (including contributions)	2021-12-31	$15,910,052
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$8,545,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$8,543,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$6,222,889
Value of total assets at end of year	2021-12-31	$73,659,544
Value of total assets at beginning of year	2021-12-31	$66,292,825
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,133
Total interest from all sources	2021-12-31	$19,745
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$4,761,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$4,761,839
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,994,270
Participant contributions at end of year	2021-12-31	$298,263
Participant contributions at beginning of year	2021-12-31	$437,313
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$71,882
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,721,596
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$11,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$8,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$7,364,480
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$73,648,504
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$66,284,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$63,873,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$54,103,973
Value of interest in pooled separate accounts at end of year	2021-12-31	$297,817
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$253,397
Interest on participant loans	2021-12-31	$19,745
Value of interest in common/collective trusts at end of year	2021-12-31	$3,958,692
Value of interest in common/collective trusts at beginning of year	2021-12-31	$5,820,308
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$5,231,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$5,505,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,905,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,507,023
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$100,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$8,543,439
Contract administrator fees	2021-12-31	$2,133
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2021-12-31	431947695
2020 : AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$8,801
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$49,742
Total income from all sources (including contributions)	2020-12-31	$14,741,284
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$7,394,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$7,391,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$5,672,245
Value of total assets at end of year	2020-12-31	$66,292,825
Value of total assets at beginning of year	2020-12-31	$58,986,822
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,159
Total interest from all sources	2020-12-31	$18,334
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,535,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,535,703
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,780,441
Participant contributions at end of year	2020-12-31	$437,313
Participant contributions at beginning of year	2020-12-31	$211,180
Participant contributions at end of year	2020-12-31	$71,882
Participant contributions at beginning of year	2020-12-31	$70,407
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,526,264
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$8,801
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$49,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$7,346,944
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$66,284,024
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$58,937,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$54,103,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$48,854,560
Value of interest in pooled separate accounts at end of year	2020-12-31	$253,397
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$297,471
Interest on participant loans	2020-12-31	$18,334
Value of interest in common/collective trusts at end of year	2020-12-31	$5,820,308
Value of interest in common/collective trusts at beginning of year	2020-12-31	$3,982,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$5,505,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$5,481,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$7,515,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,365,540
Employer contributions (assets) at end of year	2020-12-31	$100,802
Employer contributions (assets) at beginning of year	2020-12-31	$88,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$7,391,181
Contract administrator fees	2020-12-31	$3,159
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2020-12-31	431947695
2019 : AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$49,742
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$23,699
Total income from all sources (including contributions)	2019-12-31	$13,383,959
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,600,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,558,609
Value of total corrective distributions	2019-12-31	$41,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,690,669
Value of total assets at end of year	2019-12-31	$58,986,822
Value of total assets at beginning of year	2019-12-31	$47,177,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$549
Total interest from all sources	2019-12-31	$241,460
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,335,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,335,349
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,600,609
Participant contributions at end of year	2019-12-31	$211,180
Participant contributions at beginning of year	2019-12-31	$234,543
Participant contributions at end of year	2019-12-31	$70,407
Participant contributions at beginning of year	2019-12-31	$58,475
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$51,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$49,742
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$23,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$11,783,444
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$58,937,080
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$47,153,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$48,854,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$37,248,546
Value of interest in pooled separate accounts at end of year	2019-12-31	$297,471
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$286,348
Interest on participant loans	2019-12-31	$11,437
Interest earned on other investments	2019-12-31	$230,023
Value of interest in common/collective trusts at end of year	2019-12-31	$3,982,793
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,696,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$5,481,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$5,582,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$8,014,059
Net investment gain/loss from pooled separate accounts	2019-12-31	$15,705
Net investment gain or loss from common/collective trusts	2019-12-31	$86,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,038,872
Employer contributions (assets) at end of year	2019-12-31	$88,738
Employer contributions (assets) at beginning of year	2019-12-31	$70,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,558,609
Contract administrator fees	2019-12-31	$549
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2019-12-31	431947695
2018 : AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$23,699
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$746
Total income from all sources (including contributions)	2018-12-31	$1,170,858
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,576,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,575,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,580,173
Value of total assets at end of year	2018-12-31	$47,177,335
Value of total assets at beginning of year	2018-12-31	$49,559,887
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$400
Total interest from all sources	2018-12-31	$256,019
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,312,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,312,068
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,425,014
Participant contributions at end of year	2018-12-31	$234,543
Participant contributions at beginning of year	2018-12-31	$218,982
Participant contributions at end of year	2018-12-31	$58,475
Participant contributions at beginning of year	2018-12-31	$49,660
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$515,155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$23,699
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,405,505
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$47,153,636
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$49,559,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$37,248,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$39,337,109
Value of interest in pooled separate accounts at end of year	2018-12-31	$286,348
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$379,071
Interest on participant loans	2018-12-31	$10,038
Interest earned on other investments	2018-12-31	$245,981
Value of interest in common/collective trusts at end of year	2018-12-31	$3,696,561
Value of interest in common/collective trusts at beginning of year	2018-12-31	$3,682,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$5,582,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$5,827,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,064,707
Net investment gain/loss from pooled separate accounts	2018-12-31	$13,017
Net investment gain or loss from common/collective trusts	2018-12-31	$74,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,640,004
Employer contributions (assets) at end of year	2018-12-31	$70,518
Employer contributions (assets) at beginning of year	2018-12-31	$64,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,575,963
Contract administrator fees	2018-12-31	$400
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2018-12-31	431947695
2017 : AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$746
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$497
Total income from all sources (including contributions)	2017-12-31	$9,650,053
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,484,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,484,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,058,057
Value of total assets at end of year	2017-12-31	$49,559,887
Value of total assets at beginning of year	2017-12-31	$43,394,287
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$274
Total interest from all sources	2017-12-31	$262,987
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,090,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,090,323
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,280,310
Participant contributions at end of year	2017-12-31	$218,982
Participant contributions at beginning of year	2017-12-31	$159,038
Participant contributions at end of year	2017-12-31	$49,660
Participant contributions at beginning of year	2017-12-31	$54,519
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$193,753
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$746
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$6,165,351
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$49,559,141
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$43,393,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$39,337,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$33,754,390
Value of interest in pooled separate accounts at end of year	2017-12-31	$379,071
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$363,894
Interest on participant loans	2017-12-31	$9,658
Interest earned on other investments	2017-12-31	$253,329
Value of interest in common/collective trusts at end of year	2017-12-31	$3,682,555
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,869,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$5,827,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$6,127,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$5,166,882
Net investment gain/loss from pooled separate accounts	2017-12-31	$15,897
Net investment gain or loss from common/collective trusts	2017-12-31	$55,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,583,994
Employer contributions (assets) at end of year	2017-12-31	$64,852
Employer contributions (assets) at beginning of year	2017-12-31	$65,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,484,428
Contract administrator fees	2017-12-31	$274
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2017-12-31	431947695
2016 : AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$497
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$6,010,801
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,885,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,885,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,973,279
Value of total assets at end of year	2016-12-31	$43,394,287
Value of total assets at beginning of year	2016-12-31	$40,268,872
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$298
Total interest from all sources	2016-12-31	$306,336
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$857,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$857,407
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,265,241
Participant contributions at end of year	2016-12-31	$159,038
Participant contributions at beginning of year	2016-12-31	$145,911
Participant contributions at end of year	2016-12-31	$54,519
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$182,502
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$497
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$3,124,918
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$43,393,790
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$40,268,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$33,754,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$30,248,320
Value of interest in pooled separate accounts at end of year	2016-12-31	$363,894
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$289,335
Income. Interest from loans (other than to participants)	2016-12-31	$6,194
Interest earned on other investments	2016-12-31	$300,142
Value of interest in common/collective trusts at end of year	2016-12-31	$2,869,191
Value of interest in common/collective trusts at beginning of year	2016-12-31	$2,941,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$6,127,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$6,643,928
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,805,407
Net investment gain/loss from pooled separate accounts	2016-12-31	$16,960
Net investment gain or loss from common/collective trusts	2016-12-31	$51,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,525,536
Employer contributions (assets) at end of year	2016-12-31	$65,553
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,885,585
Contract administrator fees	2016-12-31	$298
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2016-12-31	431947695
2015 : AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,900,222
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$4,848,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$4,848,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,856,476
Value of total assets at end of year	2015-12-31	$40,268,873
Value of total assets at beginning of year	2015-12-31	$42,217,069
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$325
Total interest from all sources	2015-12-31	$301,549
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$989,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,211,039
Participant contributions at end of year	2015-12-31	$145,911
Participant contributions at beginning of year	2015-12-31	$162,393
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$48,652
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$145,927
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,948,196
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$40,268,873
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$42,217,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$30,248,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$31,205,376
Value of interest in pooled separate accounts at end of year	2015-12-31	$289,335
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$298,479
Interest on participant loans	2015-12-31	$7,286
Value of interest in common/collective trusts at end of year	2015-12-31	$2,941,378
Value of interest in common/collective trusts at beginning of year	2015-12-31	$3,486,206
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$294,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$6,643,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$6,954,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,336,487
Net investment gain/loss from pooled separate accounts	2015-12-31	$23,812
Net investment gain or loss from common/collective trusts	2015-12-31	$65,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,499,510
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$61,468
Income. Dividends from common stock	2015-12-31	$989,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$4,848,093
Contract administrator fees	2015-12-31	$325
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2015-12-31	431947695
2014 : AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$5,356,864
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$3,388,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,386,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,634,890
Value of total assets at end of year	2014-12-31	$42,217,069
Value of total assets at beginning of year	2014-12-31	$40,249,087
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,245
Total interest from all sources	2014-12-31	$321,740
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$831,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$831,963
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,169,489
Participant contributions at end of year	2014-12-31	$162,393
Participant contributions at beginning of year	2014-12-31	$167,892
Participant contributions at end of year	2014-12-31	$48,652
Participant contributions at beginning of year	2014-12-31	$48,965
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$6,424
Administrative expenses (other) incurred	2014-12-31	$2,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,967,982
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$42,217,069
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$40,249,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$31,205,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$28,782,954
Value of interest in pooled separate accounts at end of year	2014-12-31	$298,479
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$286,536
Income. Interest from loans (other than to participants)	2014-12-31	$6,998
Interest earned on other investments	2014-12-31	$314,742
Value of interest in common/collective trusts at end of year	2014-12-31	$3,486,206
Value of interest in common/collective trusts at beginning of year	2014-12-31	$3,615,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$6,954,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$7,288,639
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$48,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,466,055
Net investment gain/loss from pooled separate accounts	2014-12-31	$34,681
Net investment gain or loss from common/collective trusts	2014-12-31	$67,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,458,977
Employer contributions (assets) at end of year	2014-12-31	$61,468
Employer contributions (assets) at beginning of year	2014-12-31	$58,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,337,821
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2014-12-31	431947695
2013 : AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$8,400,628
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,505,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,505,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,545,004
Value of total assets at end of year	2013-12-31	$40,249,087
Value of total assets at beginning of year	2013-12-31	$33,354,205
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$174
Total interest from all sources	2013-12-31	$737,970
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,130,545
Participant contributions at end of year	2013-12-31	$167,892
Participant contributions at beginning of year	2013-12-31	$68,040
Participant contributions at end of year	2013-12-31	$48,965
Participant contributions at beginning of year	2013-12-31	$43,944
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$43,662
Administrative expenses (other) incurred	2013-12-31	$174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$6,894,882
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$40,249,087
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$33,354,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$28,782,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$22,922,642
Value of interest in pooled separate accounts at end of year	2013-12-31	$286,536
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$237,981
Income. Interest from loans (other than to participants)	2013-12-31	$5,486
Interest earned on other investments	2013-12-31	$732,484
Value of interest in common/collective trusts at end of year	2013-12-31	$3,615,535
Value of interest in common/collective trusts at beginning of year	2013-12-31	$2,489,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$7,288,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$7,518,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$5,093,596
Net investment gain/loss from pooled separate accounts	2013-12-31	$24,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,370,797
Employer contributions (assets) at end of year	2013-12-31	$58,566
Employer contributions (assets) at beginning of year	2013-12-31	$73,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,505,572
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2013-12-31	431947695
2012 : AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$7,792,380
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,951,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,950,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$4,583,489
Value of total assets at end of year	2012-12-31	$33,354,205
Value of total assets at beginning of year	2012-12-31	$28,513,110
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$317
Total interest from all sources	2012-12-31	$104,927
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$495,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$495,892
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,109,452
Participant contributions at end of year	2012-12-31	$68,040
Participant contributions at beginning of year	2012-12-31	$96,855
Participant contributions at end of year	2012-12-31	$43,944
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$2,077,645
Administrative expenses (other) incurred	2012-12-31	$317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$4,841,095
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$33,354,205
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$28,513,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$22,922,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$18,681,471
Value of interest in pooled separate accounts at end of year	2012-12-31	$237,981
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$218,311
Interest on participant loans	2012-12-31	$4,222
Interest earned on other investments	2012-12-31	$100,705
Value of interest in common/collective trusts at end of year	2012-12-31	$2,489,274
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,430,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$7,518,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$8,085,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,586,225
Net investment gain/loss from pooled separate accounts	2012-12-31	$21,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,396,392
Employer contributions (assets) at end of year	2012-12-31	$73,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,950,968
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2012-12-31	431947695
2011 : AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$2,458,949
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$760,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$758,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,261,901
Value of total assets at end of year	2011-12-31	$28,513,110
Value of total assets at beginning of year	2011-12-31	$26,814,961
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,121
Total interest from all sources	2011-12-31	$339,275
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$439,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$439,575
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$967,376
Participant contributions at end of year	2011-12-31	$96,855
Participant contributions at beginning of year	2011-12-31	$63,939
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$96,955
Other income not declared elsewhere	2011-12-31	$10
Administrative expenses (other) incurred	2011-12-31	$2,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,698,149
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$28,513,110
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$26,814,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$18,681,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$17,462,178
Value of interest in pooled separate accounts at end of year	2011-12-31	$218,311
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$178,031
Interest on participant loans	2011-12-31	$4,378
Interest earned on other investments	2011-12-31	$334,897
Value of interest in common/collective trusts at end of year	2011-12-31	$1,430,901
Value of interest in common/collective trusts at beginning of year	2011-12-31	$789,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$8,085,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$8,321,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-606,641
Net investment gain/loss from pooled separate accounts	2011-12-31	$24,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,197,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$758,679
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2011-12-31	431947695
2010 : AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$4,554,528
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,610,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,609,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,091,816
Value of total assets at end of year	2010-12-31	$26,814,961
Value of total assets at beginning of year	2010-12-31	$24,870,591
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$283
Total interest from all sources	2010-12-31	$51,385
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$304,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$304,676
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,150,970
Participant contributions at end of year	2010-12-31	$63,939
Participant contributions at beginning of year	2010-12-31	$63,427
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$36,646
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$8,321,165
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$8,700,003
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$43,555
Other income not declared elsewhere	2010-12-31	$281,228
Administrative expenses (other) incurred	2010-12-31	$283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,944,370
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$26,814,961
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$24,870,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$17,462,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$15,221,220
Value of interest in pooled separate accounts at end of year	2010-12-31	$178,031
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$121,182
Interest on participant loans	2010-12-31	$4,042
Interest earned on other investments	2010-12-31	$47,343
Value of interest in common/collective trusts at end of year	2010-12-31	$789,648
Value of interest in common/collective trusts at beginning of year	2010-12-31	$683,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,804,549
Net investment gain/loss from pooled separate accounts	2010-12-31	$20,874
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$897,291
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$45,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,609,875
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2010-12-31	431947695

Form 5500 Responses for AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN

2022: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 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: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 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: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 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: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 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: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 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: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 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
2016: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 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: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 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: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 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
2009: AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN 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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150192

Policy instance

Insurance contract or identification number	150192
Number of Individuals Covered	94
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150192

Policy instance

Insurance contract or identification number	150192
Number of Individuals Covered	98
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150192

Policy instance

Insurance contract or identification number	150192
Number of Individuals Covered	104
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150192

Policy instance

Insurance contract or identification number	150192
Number of Individuals Covered	107
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150192

Policy instance

Insurance contract or identification number	150192
Number of Individuals Covered	116
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150192

Policy instance

Insurance contract or identification number	150192
Number of Individuals Covered	124
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150192

Policy instance

Insurance contract or identification number	150192
Number of Individuals Covered	163
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150192

Policy instance

Insurance contract or identification number	150192
Number of Individuals Covered	170
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150192

Policy instance

Insurance contract or identification number	150192
Number of Individuals Covered	178
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150192

Policy instance

Insurance contract or identification number	150192
Number of Individuals Covered	179
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150192

Policy instance

Insurance contract or identification number	150192
Number of Individuals Covered	185
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150192

Policy instance

Insurance contract or identification number	150192
Number of Individuals Covered	190
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITER
Employer identification number (EIN):	231352012
NAIC Classification:	611000