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INSURANCE SERVICES GROUP, INC. 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameINSURANCE SERVICES GROUP, INC. 401K PROFIT SHARING PLAN AND TRUST
Plan identification number 001

INSURANCE SERVICES GROUP, INC. 401K PROFIT SHARING PLAN AND TRUST 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:INSURANCE SERVICES GROUP, INC.
Employer identification number (EIN):521534574
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSURANCE SERVICES GROUP, INC. 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01JOSEPH SUTTON
0012016-01-01JOSEPH SUTTON
0012015-01-01JOSEPH SUTTON
0012014-01-01JOSEPH SUTTON
0012013-01-01JOSEPH SUTTON
0012012-01-01JOSEPH SUTTON
0012011-01-01JOSEPH SUTTON2012-10-15
0012010-01-01DIANA ROGERS2011-10-11

Financial Data on INSURANCE SERVICES GROUP, INC. 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2018 : INSURANCE SERVICES GROUP, INC. 401K PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan2018-09-30$0
Total plan liabilities at end of year2018-09-30$0
Total plan liabilities at beginning of year2018-09-30$0
Total income from all sources2018-09-30$82,834
Expenses. Total of all expenses incurred2018-09-30$6,061,383
Benefits paid (including direct rollovers)2018-09-30$6,031,722
Total plan assets at end of year2018-09-30$0
Total plan assets at beginning of year2018-09-30$5,978,549
Value of fidelity bond covering the plan2018-09-30$500,000
Total contributions received or receivable from participants2018-09-30$0
Expenses. Other expenses not covered elsewhere2018-09-30$0
Contributions received from other sources (not participants or employers)2018-09-30$0
Other income received2018-09-30$82,834
Noncash contributions received2018-09-30$0
Net income (gross income less expenses)2018-09-30$-5,978,549
Net plan assets at end of year (total assets less liabilities)2018-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2018-09-30$5,978,549
Assets. Value of participant loans2018-09-30$0
Total contributions received or receivable from employer(s)2018-09-30$0
Value of certain deemed distributions of participant loans2018-09-30$0
Value of corrective distributions2018-09-30$12,793
Expenses. Administrative service providers (salaries,fees and commissions)2018-09-30$16,868
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
2017 : INSURANCE SERVICES GROUP, INC. 401K PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$859,308
Expenses. Total of all expenses incurred2017-12-31$208,884
Benefits paid (including direct rollovers)2017-12-31$163,579
Total plan assets at end of year2017-12-31$5,978,549
Total plan assets at beginning of year2017-12-31$5,328,125
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$80,697
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$778,611
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$650,424
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,978,549
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,328,125
Assets. Value of participant loans2017-12-31$19,118
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$15,089
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$30,216
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : INSURANCE SERVICES GROUP, INC. 401K PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$487,570
Expenses. Total of all expenses incurred2016-12-31$53,125
Benefits paid (including direct rollovers)2016-12-31$38,191
Total plan assets at end of year2016-12-31$5,328,125
Total plan assets at beginning of year2016-12-31$4,893,680
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$70,767
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$416,803
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$434,445
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,328,125
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,893,680
Assets. Value of participant loans2016-12-31$25,258
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$14,824
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$110
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : INSURANCE SERVICES GROUP, INC. 401K PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$56,767
Expenses. Total of all expenses incurred2015-12-31$211,387
Benefits paid (including direct rollovers)2015-12-31$184,947
Total plan assets at end of year2015-12-31$4,893,680
Total plan assets at beginning of year2015-12-31$5,048,300
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$66,587
Other income received2015-12-31$-9,820
Net income (gross income less expenses)2015-12-31$-154,620
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,893,680
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,048,300
Assets. Value of participant loans2015-12-31$23,432
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$26,440
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : INSURANCE SERVICES GROUP, INC. 401K PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$365,648
Expenses. Total of all expenses incurred2014-12-31$41,106
Benefits paid (including direct rollovers)2014-12-31$15,008
Total plan assets at end of year2014-12-31$5,048,300
Total plan assets at beginning of year2014-12-31$4,723,758
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$300,825
Net income (gross income less expenses)2014-12-31$324,542
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,048,300
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,723,758
Assets. Value of participant loans2014-12-31$32,717
Total contributions received or receivable from employer(s)2014-12-31$64,823
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$26,098
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : INSURANCE SERVICES GROUP, INC. 401K PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$940,006
Expenses. Total of all expenses incurred2013-12-31$186,026
Benefits paid (including direct rollovers)2013-12-31$139,654
Total plan assets at end of year2013-12-31$4,723,758
Total plan assets at beginning of year2013-12-31$3,969,778
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$44,939
Other income received2013-12-31$895,067
Net income (gross income less expenses)2013-12-31$753,980
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,723,758
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,969,778
Assets. Value of participant loans2013-12-31$14,925
Value of certain deemed distributions of participant loans2013-12-31$22,978
Value of corrective distributions2013-12-31$624
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$22,770
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : INSURANCE SERVICES GROUP, INC. 401K PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$522,724
Expenses. Total of all expenses incurred2012-12-31$254,814
Benefits paid (including direct rollovers)2012-12-31$234,209
Total plan assets at end of year2012-12-31$3,969,778
Total plan assets at beginning of year2012-12-31$3,701,868
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$41,525
Other income received2012-12-31$481,199
Net income (gross income less expenses)2012-12-31$267,910
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,969,778
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,701,868
Assets. Value of participant loans2012-12-31$22,964
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$20,605
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for INSURANCE SERVICES GROUP, INC. 401K PROFIT SHARING PLAN AND TRUST

2018: INSURANCE SERVICES GROUP, INC. 401K PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INSURANCE SERVICES GROUP, INC. 401K PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INSURANCE SERVICES GROUP, INC. 401K PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INSURANCE SERVICES GROUP, INC. 401K PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INSURANCE SERVICES GROUP, INC. 401K PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INSURANCE SERVICES GROUP, INC. 401K PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INSURANCE SERVICES GROUP, INC. 401K PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623589
Policy instance 2

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