| Plan Name | CHARTER OAK BROKERAGE LLC 401 K PROFIT SHARING PLAN TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | CHARTER OAK BROKERAGE LLC |
| Employer identification number (EIN): | 465089882 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2019-01-01 | THOMAS KAYE | 2020-06-30 | ||
| 001 | 2018-01-01 | THOMAS KAYE | 2020-11-12 | THOMAS KAYE | 2020-11-12 |
| 001 | 2017-01-01 | THOMAS KAYE | 2018-07-25 |