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HEALTH INSURANCE SERVICES, INC. SAVINGS & RETIREMENT PLAN 401k Plan overview

Plan NameHEALTH INSURANCE SERVICES, INC. SAVINGS & RETIREMENT PLAN
Plan identification number 001

HEALTH INSURANCE SERVICES, INC. SAVINGS & RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

HEALTH INSURANCE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:HEALTH INSURANCE SERVICES, INC.
Employer identification number (EIN):391619873
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH INSURANCE SERVICES, INC. SAVINGS & RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-06-01DANIEL HIRSCH2024-10-08
0012022-06-01DANIEL HIRSCH2023-10-16
0012021-06-01DANIEL HIRSCH2023-02-22
0012020-06-01DANIEL HIRSCH2021-10-06
0012019-06-01DANIEL HIRSCH2020-12-29
0012018-06-01DANIEL HIRSCH2019-11-27
0012017-06-01DANIEL HIRSCH2018-11-07
0012016-06-01DANIEL HIRSCH2017-12-22
0012015-06-01DANIEL HIRSCH2016-11-21
0012014-06-01PEGGY DUNST2015-11-10
0012013-06-01PEGGY DUNST2014-08-28
0012012-06-01PEGGY DUNST2013-08-29
0012011-06-01PEGGY DUNST2013-03-14
0012010-06-01PEGGY DUNST2011-07-07

Financial Data on HEALTH INSURANCE SERVICES, INC. SAVINGS & RETIREMENT PLAN

Measure Date Value
2025 : HEALTH INSURANCE SERVICES, INC. SAVINGS & RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-140
Total liabilities as of the end of the plan year2025-10-140
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-14268231
Net assets as of the end of the plan year2025-10-141684591
Total assets as of the beginning of the plan year2025-10-141661755
Value of plan covered by a fidelity bond2025-10-14500000
Participant contributions to plan in this plan year2025-10-14122667
Value of participant loans at end of plan year2025-10-1429637
Other expenses paid from plan in this plan year2025-10-140
Other contributions to plan in this plan year2025-10-140
Other income to plan in this plan year2025-10-14133662
Plan net income in this plan year2025-10-1422836
Net assets as of the end of the plan year2025-10-141684591
Net assets as of the beginning of the plan year2025-10-141661755
Employer contributions to plan in this plan year2025-10-1434738
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-142895
2024 : HEALTH INSURANCE SERVICES, INC. SAVINGS & RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-080
Total liabilities as of the end of the plan year2024-10-080
Total liabilities as of the beginning of the plan year2024-10-080
Total expenses incurred by plan in this plan year2024-10-082825
Net assets as of the end of the plan year2024-10-081661755
Total assets as of the beginning of the plan year2024-10-081275551
Value of plan covered by a fidelity bond2024-10-08500000
Participant contributions to plan in this plan year2024-10-08103836
Other expenses paid from plan in this plan year2024-10-080
Other contributions to plan in this plan year2024-10-080
Other income to plan in this plan year2024-10-08248603
Plan net income in this plan year2024-10-08386204
Net assets as of the end of the plan year2024-10-081661755
Net assets as of the beginning of the plan year2024-10-081275551
Employer contributions to plan in this plan year2024-10-0836590
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-082825
2023 : HEALTH INSURANCE SERVICES, INC. SAVINGS & RETIREMENT PLAN 2023 401k financial data
Total liabilities as of the beginning of the plan year2023-02-220
Total expenses incurred by plan in this plan year2023-02-2215052
Net assets as of the end of the plan year2023-02-221175500
Total assets as of the beginning of the plan year2023-02-221182478
Value of plan covered by a fidelity bond2023-02-22118248
Participant contributions to plan in this plan year2023-02-2284567
Other income to plan in this plan year2023-02-22-100668
Plan net income in this plan year2023-02-22-6978
Net assets as of the end of the plan year2023-02-221175500
Net assets as of the beginning of the plan year2023-02-221182478
Employer contributions to plan in this plan year2023-02-2224175
Expensese paid to adminstrative service provicers from plan in this plan year2023-02-222778

Potentially related plans

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