401k Plan data: THE REVERE GROUP 401(K) SAVINGS PLAN plan

THE REVERE GROUP 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	THE REVERE GROUP 401(K) SAVINGS PLAN
Plan identification number	001

THE REVERE GROUP 401(K) 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE REVERE GROUP LTD has sponsored the creation of one or more 401k plans.

Company Name: THE REVERE GROUP LTD

Employer identification number (EIN): 363796100

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE REVERE GROUP 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 LYNN ADAMS RICHARD BAKEWELL 2012-10-04
001 2010-01-01 RICK BAKEWELL TODD MILLER 2011-07-26
001 2009-01-01 RICHARD BAKEWELL

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2011-01-01	LYNN ADAMS	RICHARD BAKEWELL	2012-10-04
001	2010-01-01	RICK BAKEWELL	TODD MILLER	2011-07-26
001	2009-01-01	RICHARD BAKEWELL

Plan Statistics for THE REVERE GROUP 401(K) SAVINGS PLAN

401k plan membership statisitcs for THE REVERE GROUP 401(K) SAVINGS PLAN

Measure Date Value
2011: THE REVERE GROUP 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 497
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 329
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 181
Total of all active and inactive participants 2011-01-01 510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 510
Number of participants with account balances 2011-01-01 407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 78
2010: THE REVERE GROUP 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 472
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 325
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 172
Total of all active and inactive participants 2010-01-01 497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 497
Number of participants with account balances 2010-01-01 410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 38
2009: THE REVERE GROUP 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 530
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 286
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 186
Total of all active and inactive participants 2009-01-01 472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 472
Number of participants with account balances 2009-01-01 403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 58

Measure	Date	Value
2011: THE REVERE GROUP 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	497
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	329
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	181
Total of all active and inactive participants	2011-01-01	510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	510
Number of participants with account balances	2011-01-01	407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	78
2010: THE REVERE GROUP 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	472
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	325
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	172
Total of all active and inactive participants	2010-01-01	497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	497
Number of participants with account balances	2010-01-01	410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	38
2009: THE REVERE GROUP 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	530
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	286
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	186
Total of all active and inactive participants	2009-01-01	472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	472
Number of participants with account balances	2009-01-01	403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	58

Financial Data on THE REVERE GROUP 401(K) SAVINGS PLAN

Measure	Date	Value
2011 : THE REVERE GROUP 401(K) 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	$2,712,464
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,161,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,135,838
Expenses. Certain deemed distributions of participant loans	2011-12-31	$19,748
Value of total corrective distributions	2011-12-31	$1,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,653,228
Value of total assets at end of year	2011-12-31	$23,759,068
Value of total assets at beginning of year	2011-12-31	$23,208,461
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,553
Total interest from all sources	2011-12-31	$201,193
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
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	$0
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
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	$2,334,402
Participant contributions at end of year	2011-12-31	$169,068
Participant contributions at beginning of year	2011-12-31	$254,827
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$72,363
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$97,546
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$6,651
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$273,517
Administrative expenses (other) incurred	2011-12-31	$1,548
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	$550,835
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$23,759,068
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$23,208,461
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
Investment advisory and management fees	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$0
Value of interest in pooled separate accounts at end of year	2011-12-31	$18,707,585
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$19,273,814
Interest on participant loans	2011-12-31	$7,371
Interest earned on other investments	2011-12-31	$193,822
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$4,810,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,582,274
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$0
Net investment gain/loss from pooled separate accounts	2011-12-31	$-415,474
Net investment gain or loss from common/collective trusts	2011-12-31	$0
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
Assets. Invements in employer securities at end of year	2011-12-31	$0
Assets. Invements in employer securities at beginning of year	2011-12-31	$0
Contributions received in cash from employer	2011-12-31	$312,175
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,135,838
Contract administrator fees	2011-12-31	$3,005
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2011-12-31	043499945
2010 : THE REVERE GROUP 401(K) 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	$5,287,478
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,973,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,970,652
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,642,418
Value of total assets at end of year	2010-12-31	$23,208,461
Value of total assets at beginning of year	2010-12-31	$19,894,300
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,665
Total interest from all sources	2010-12-31	$165,971
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
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	$0
Administrative expenses professional fees incurred	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$2,107,304
Participant contributions at end of year	2010-12-31	$254,827
Participant contributions at beginning of year	2010-12-31	$273,778
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$97,546
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$85,432
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$381,986
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$12,114
Administrative expenses (other) incurred	2010-12-31	$25
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	$3,314,161
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$23,208,461
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$19,894,300
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
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$0
Value of interest in pooled separate accounts at end of year	2010-12-31	$19,273,814
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$16,726,795
Interest on participant loans	2010-12-31	$10,741
Interest earned on other investments	2010-12-31	$155,230
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$3,582,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,808,295
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$0
Net investment gain/loss from pooled separate accounts	2010-12-31	$2,466,975
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
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$153,128
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,970,652
Contract administrator fees	2010-12-31	$2,640
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	GRANT THORNTON, LLP
Accountancy firm EIN	2010-12-31	036605558
2009 : THE REVERE GROUP 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE REVERE GROUP 401(K) SAVINGS PLAN

2011: THE REVERE GROUP 401(K) 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
2010: THE REVERE GROUP 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE REVERE GROUP 401(K) 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

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Company Name:	THE REVERE GROUP LTD
Employer identification number (EIN):	363796100
NAIC Classification:	541600