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THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 401k Plan overview

Plan NameTHE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN
Plan identification number 001

THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 HEAD INSURANCE GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE HEAD INSURANCE GROUP, INC.
Employer identification number (EIN):471649524
NAIC Classification:524150

Additional information about THE HEAD INSURANCE GROUP, INC.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2014-08-19
Company Identification Number: 20141500371
Legal Registered Office Address: 11001 W 120th Ave Ste 400

Broomfield
United States of America (USA)
80021

More information about THE HEAD INSURANCE GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID HEAD
0012016-01-01DAVID HEAD
0012015-01-01DAVID HEAD
0012014-08-20DAVID HEAD

Plan Statistics for THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN

401k plan membership statisitcs for THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN

Measure Date Value
2022: THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-011
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-202
Total number of active participants reported on line 7a of the Form 55002014-08-202
Number of retired or separated participants receiving benefits2014-08-200
Number of other retired or separated participants entitled to future benefits2014-08-200
Total of all active and inactive participants2014-08-202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-08-200
Total participants2014-08-202
Number of participants with account balances2014-08-201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-08-200

Financial Data on THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN

Measure Date Value
2022 : THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-4,376
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$36,004
Total plan assets at beginning of year2022-12-31$40,380
Value of fidelity bond covering the plan2022-12-31$20,000
Other income received2022-12-31$-4,876
Net income (gross income less expenses)2022-12-31$-4,376
Net plan assets at end of year (total assets less liabilities)2022-12-31$36,004
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$40,380
Assets. Value of employer securities2022-12-31$35,000
Total contributions received or receivable from employer(s)2022-12-31$500
2021 : THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$3,380
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$40,380
Total plan assets at beginning of year2021-12-31$37,000
Value of fidelity bond covering the plan2021-12-31$20,000
Other income received2021-12-31$2,880
Net income (gross income less expenses)2021-12-31$3,380
Net plan assets at end of year (total assets less liabilities)2021-12-31$40,380
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$37,000
Assets. Value of employer securities2021-12-31$39,880
Total contributions received or receivable from employer(s)2021-12-31$500
2020 : THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$2,500
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$37,500
Total plan assets at beginning of year2020-12-31$35,000
Value of fidelity bond covering the plan2020-12-31$20,000
Other income received2020-12-31$2,000
Net income (gross income less expenses)2020-12-31$2,500
Net plan assets at end of year (total assets less liabilities)2020-12-31$37,500
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$35,000
Assets. Value of employer securities2020-12-31$37,000
Total contributions received or receivable from employer(s)2020-12-31$500
2019 : THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$-2,000
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$35,000
Total plan assets at beginning of year2019-12-31$37,000
Value of fidelity bond covering the plan2019-12-31$20,000
Other income received2019-12-31$-2,000
Net income (gross income less expenses)2019-12-31$-2,000
Net plan assets at end of year (total assets less liabilities)2019-12-31$35,000
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$37,000
Assets. Value of employer securities2019-12-31$35,000
2018 : THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$2,000
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$37,000
Total plan assets at beginning of year2018-12-31$35,000
Value of fidelity bond covering the plan2018-12-31$20,000
Total contributions received or receivable from participants2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$2,000
Net income (gross income less expenses)2018-12-31$2,000
Net plan assets at end of year (total assets less liabilities)2018-12-31$37,000
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$35,000
Assets. Value of employer securities2018-12-31$37,000
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$5,000
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$35,000
Total plan assets at beginning of year2017-12-31$30,000
Value of fidelity bond covering the plan2017-12-31$20,000
Total contributions received or receivable from participants2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$5,000
Net income (gross income less expenses)2017-12-31$5,000
Net plan assets at end of year (total assets less liabilities)2017-12-31$35,000
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$30,000
Assets. Value of employer securities2017-12-31$35,000
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$22,448
Expenses. Total of all expenses incurred2016-12-31$15
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$30,000
Total plan assets at beginning of year2016-12-31$7,567
Value of fidelity bond covering the plan2016-12-31$20,000
Total contributions received or receivable from participants2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$145,015
Other income received2016-12-31$-122,567
Net income (gross income less expenses)2016-12-31$22,433
Net plan assets at end of year (total assets less liabilities)2016-12-31$30,000
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$7,567
Assets. Value of employer securities2016-12-31$30,000
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$15
2015 : THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$-118,852
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$7,567
Total plan assets at beginning of year2015-12-31$126,419
Value of fidelity bond covering the plan2015-12-31$20,000
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-118,852
Net income (gross income less expenses)2015-12-31$-118,852
Net plan assets at end of year (total assets less liabilities)2015-12-31$7,567
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$126,419
Assets. Value of employer securities2015-12-31$7,567
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$126,434
Expenses. Total of all expenses incurred2014-12-31$15
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$126,419
Value of fidelity bond covering the plan2014-12-31$20,000
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$175,015
Other income received2014-12-31$-48,581
Net income (gross income less expenses)2014-12-31$126,419
Net plan assets at end of year (total assets less liabilities)2014-12-31$126,419
Assets. Value of employer securities2014-12-31$126,419
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$15

Form 5500 Responses for THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN

2022: THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE HEAD INSURANCE GROUP, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-08-20Type of plan entitySingle employer plan
2014-08-20First time form 5500 has been submittedYes
2014-08-20This return/report is a short plan year return/report (less than 12 months)Yes
2014-08-20Plan funding arrangement – TrustYes
2014-08-20Plan benefit arrangement - TrustYes

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