401k Plan data: TIGERRISK PARTNERS 401(K) & PROFIT SHARING PLAN plan

TIGERRISK PARTNERS 401(K) & PROFIT SHARING PLAN 401k Plan overview

Plan Name	TIGERRISK PARTNERS 401(K) & PROFIT SHARING PLAN
Plan identification number	001

TIGERRISK PARTNERS 401(K) & PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TIGERRISK PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: TIGERRISK PARTNERS, LLC

Employer identification number (EIN): 261845887

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about TIGERRISK PARTNERS, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2009-10-30

Company Identification Number: 0801188813

Legal Registered Office Address: 7601 FRANCE AVE S STE 200

MINNEAPOLIS
United States of America (USA)
55435

More information about TIGERRISK PARTNERS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIGERRISK PARTNERS 401(K) & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KIMBERLY MICHALKO 2018-06-01 KIMBERLY MICHALKO 2018-06-01
001 2016-01-01 KIMBERLY SCHULTZ 2017-10-03 KIMBERLY SCHULTZ 2017-10-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	KIMBERLY MICHALKO	2018-06-01	KIMBERLY MICHALKO	2018-06-01
001	2016-01-01	KIMBERLY SCHULTZ	2017-10-03	KIMBERLY SCHULTZ	2017-10-03

Plan Statistics for TIGERRISK PARTNERS 401(K) & PROFIT SHARING PLAN

401k plan membership statisitcs for TIGERRISK PARTNERS 401(K) & PROFIT SHARING PLAN

Measure Date Value
2022: TIGERRISK PARTNERS 401(K) & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 248
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 230
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 56
Total of all active and inactive participants 2022-01-01 286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 286
Number of participants with account balances 2022-01-01 278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 20
2021: TIGERRISK PARTNERS 401(K) & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 195
Number of other retired or separated participants entitled to future benefits 2021-01-01 53
Total of all active and inactive participants 2021-01-01 248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 248
Number of participants with account balances 2021-01-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: TIGERRISK PARTNERS 401(K) & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 159
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 33
Total of all active and inactive participants 2020-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 192
Number of participants with account balances 2020-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: TIGERRISK PARTNERS 401(K) & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 133
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 22
Total of all active and inactive participants 2019-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 155
Number of participants with account balances 2019-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: TIGERRISK PARTNERS 401(K) & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 118
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 15
Total of all active and inactive participants 2018-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 133
Number of participants with account balances 2018-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4

Measure	Date	Value
2022: TIGERRISK PARTNERS 401(K) & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	248
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	230
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	56
Total of all active and inactive participants	2022-01-01	286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	286
Number of participants with account balances	2022-01-01	278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	20
2021: TIGERRISK PARTNERS 401(K) & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	195
Number of other retired or separated participants entitled to future benefits	2021-01-01	53
Total of all active and inactive participants	2021-01-01	248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	248
Number of participants with account balances	2021-01-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: TIGERRISK PARTNERS 401(K) & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	159
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	33
Total of all active and inactive participants	2020-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	192
Number of participants with account balances	2020-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: TIGERRISK PARTNERS 401(K) & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	133
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	22
Total of all active and inactive participants	2019-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	155
Number of participants with account balances	2019-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: TIGERRISK PARTNERS 401(K) & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	118
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	15
Total of all active and inactive participants	2018-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	133
Number of participants with account balances	2018-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4

Financial Data on TIGERRISK PARTNERS 401(K) & PROFIT SHARING PLAN

Measure	Date	Value
2022 : TIGERRISK PARTNERS 401(K) & PROFIT SHARING 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$2,707
Total income from all sources (including contributions)	2022-12-31	$-2,623,395
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,284,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,291,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$5,363,070
Value of total assets at end of year	2022-12-31	$41,446,977
Value of total assets at beginning of year	2022-12-31	$45,358,028
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$-6,435
Total interest from all sources	2022-12-31	$8,410
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
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	$3,424,211
Participant contributions at end of year	2022-12-31	$132,567
Participant contributions at beginning of year	2022-12-31	$128,812
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$402,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$2,707
Other income not declared elsewhere	2022-12-31	$-2,045
Administrative expenses (other) incurred	2022-12-31	$-6,435
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	$-3,908,344
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$41,446,977
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$45,355,321
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	$39,873,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$42,667,126
Interest on participant loans	2022-12-31	$8,356
Value of interest in common/collective trusts at end of year	2022-12-31	$451,826
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$54
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$882,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,226,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-7,929,721
Net investment gain or loss from common/collective trusts	2022-12-31	$-63,109
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	$1,536,202
Employer contributions (assets) at end of year	2022-12-31	$106,038
Employer contributions (assets) at beginning of year	2022-12-31	$1,335,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,291,384
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	OLSEN THIELEN & CO., LTD
Accountancy firm EIN	2022-12-31	411360831
2021 : TIGERRISK PARTNERS 401(K) & PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$2,707
Total income from all sources (including contributions)	2021-12-31	$11,947,560
Total of all expenses incurred	2021-12-31	$1,701,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,699,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$6,475,329
Value of total assets at end of year	2021-12-31	$45,358,028
Value of total assets at beginning of year	2021-12-31	$35,109,086
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,175
Total interest from all sources	2021-12-31	$10,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,811,963
Participant contributions at end of year	2021-12-31	$128,812
Participant contributions at beginning of year	2021-12-31	$185,141
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,144,205
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$2,707
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	$10,246,235
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$45,355,321
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$35,109,086
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	$42,667,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$32,460,241
Interest on participant loans	2021-12-31	$10,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,226,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,244,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,462,107
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	Yes
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	$2,519,161
Employer contributions (assets) at end of year	2021-12-31	$1,335,469
Employer contributions (assets) at beginning of year	2021-12-31	$1,219,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,699,150
Contract administrator fees	2021-12-31	$2,175
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	OLSEN THIELEN & CO., LTD
Accountancy firm EIN	2021-12-31	411360831
2020 : TIGERRISK PARTNERS 401(K) & PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$8,866,125
Total of all expenses incurred	2020-12-31	$489,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$489,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,347,374
Value of total assets at end of year	2020-12-31	$35,109,086
Value of total assets at beginning of year	2020-12-31	$26,732,462
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$13,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,017,266
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$194,216
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Assets. Loans (other than to participants) at end of year	2020-12-31	$185,141
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$224,422
Other income not declared elsewhere	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$8,376,624
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$35,109,086
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$26,732,462
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
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$32,460,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$24,850,188
Interest on participant loans	2020-12-31	$13,970
Interest earned on other investments	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,244,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$142,792
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,504,781
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	Yes
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	$2,135,892
Employer contributions (assets) at end of year	2020-12-31	$1,219,476
Employer contributions (assets) at beginning of year	2020-12-31	$1,515,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$489,501
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
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	Disclaimer
Accountancy firm name	2020-12-31	OLSEN THIELEN & CO., LTD
Accountancy firm EIN	2020-12-31	411360831
2019 : TIGERRISK PARTNERS 401(K) & PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
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	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$9,036,029
Total income from all sources (including contributions)	2019-12-31	$9,036,029
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,927,442
Total of all expenses incurred	2019-12-31	$1,927,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,927,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,927,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,595,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,595,376
Value of total assets at end of year	2019-12-31	$26,732,462
Value of total assets at end of year	2019-12-31	$26,732,462
Value of total assets at beginning of year	2019-12-31	$19,623,875
Value of total assets at beginning of year	2019-12-31	$19,623,875
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$13,550
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,611,005
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$687,902
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$687,902
Assets. Loans (other than to participants) at end of year	2019-12-31	$224,422
Assets. Loans (other than to participants) at end of year	2019-12-31	$224,422
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$242,399
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$242,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$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	2019-12-31	No
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	$7,108,587
Value of net income/loss	2019-12-31	$7,108,587
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$26,732,462
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$26,732,462
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$19,623,875
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$19,623,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$24,850,188
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$24,850,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$17,866,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$17,866,054
Interest on participant loans	2019-12-31	$13,550
Interest on participant loans	2019-12-31	$13,550
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$142,792
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$142,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$150,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$150,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,427,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,427,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
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	$2,296,469
Contributions received in cash from employer	2019-12-31	$2,296,469
Employer contributions (assets) at end of year	2019-12-31	$1,515,060
Employer contributions (assets) at end of year	2019-12-31	$1,515,060
Employer contributions (assets) at beginning of year	2019-12-31	$1,364,673
Employer contributions (assets) at beginning of year	2019-12-31	$1,364,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,927,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,927,442
Contract administrator fees	2019-12-31	$0
Contract administrator fees	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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	OLSEN THIELEN & CO., LTD
Accountancy firm name	2019-12-31	OLSEN THIELEN & CO., LTD
Accountancy firm EIN	2019-12-31	411360831
Accountancy firm EIN	2019-12-31	411360831
2018 : TIGERRISK PARTNERS 401(K) & PROFIT SHARING 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$2,025,839
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$917,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$870,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,657,006
Value of total assets at end of year	2018-12-31	$19,623,875
Value of total assets at beginning of year	2018-12-31	$18,515,532
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$46,816
Total interest from all sources	2018-12-31	$12,931
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,458,254
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$100,276
Assets. Loans (other than to participants) at end of year	2018-12-31	$242,399
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$236,832
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$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	2018-12-31	No
Value of net income/loss	2018-12-31	$1,108,343
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$19,623,875
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$18,515,532
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	$17,866,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$16,917,694
Interest on participant loans	2018-12-31	$12,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$150,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$96,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,644,098
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	$2,098,476
Employer contributions (assets) at end of year	2018-12-31	$1,364,673
Employer contributions (assets) at beginning of year	2018-12-31	$1,264,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$870,680
Contract administrator fees	2018-12-31	$46,816
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	OLSEN THIELEN & CO., LTD
Accountancy firm EIN	2018-12-31	411360831

Form 5500 Responses for TIGERRISK PARTNERS 401(K) & PROFIT SHARING PLAN

2022: TIGERRISK PARTNERS 401(K) & PROFIT SHARING 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: TIGERRISK PARTNERS 401(K) & PROFIT SHARING 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: TIGERRISK PARTNERS 401(K) & PROFIT SHARING 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: TIGERRISK PARTNERS 401(K) & PROFIT SHARING 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: TIGERRISK PARTNERS 401(K) & PROFIT SHARING 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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

374887-01

Policy instance

Insurance contract or identification number	374887-01
Number of Individuals Covered	25
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

374887-01

Policy instance

Insurance contract or identification number	374887-01
Number of Individuals Covered	19
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

374887-01

Policy instance

Insurance contract or identification number	374887-01
Number of Individuals Covered	15
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

374887-01

Policy instance

Insurance contract or identification number	374887-01
Number of Individuals Covered	7
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

374887-01

Policy instance

Insurance contract or identification number	374887-01
Number of Individuals Covered	4
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

Potentially related plans

TIGERRISK PARTNERS BERMUDA 401(K) PLAN [EIN = 981187299]

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Company Name:	TIGERRISK PARTNERS, LLC
Employer identification number (EIN):	261845887
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2009-10-30
Company Identification Number:	0801188813
Legal Registered Office Address:	7601 FRANCE AVE S STE 200 MINNEAPOLIS United States of America (USA) 55435