401k Plan data: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC plan

SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 401k Plan overview

Plan Name	SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC
Plan identification number	001

SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

BANKERS INSURANCE, LLC has sponsored the creation of one or more 401k plans.

Company Name: BANKERS INSURANCE, LLC

Employer identification number (EIN): 541948974

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about BANKERS INSURANCE, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3865332

More information about BANKERS INSURANCE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 CLAIRE POLLOCK
001 2023-01-01
001 2023-01-01 BOBBI WEIMER
001 2022-01-01
001 2022-01-01 VICTORIA HELLER
001 2021-01-01
001 2021-01-01 BOBBI JO WEIMER
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 BOBBI WEIMER JEFFREY L BRUGH 2018-09-27
001 2016-01-01 LAURIE MILLIGAN JEFFREY L BRUGH 2017-09-21
001 2015-01-01 LAURIE MILLIGAN JEFFREY L BRUGH 2016-10-10
001 2014-01-01 BETTE J. ALBERT JEFFREY BRUGH 2015-10-12
001 2013-01-01 BETTE J. ALBERT JEFFREY BRUGH 2014-10-07
001 2012-01-01 BETTE J. ALBERT JOHN W. LAKE 2013-10-11
001 2011-01-01 BETTE J. ALBERT JEFFREY BRUGH 2012-10-10
001 2010-01-01 BETTE J. ALBERT JEFFREY BRUGH 2011-10-13
001 2009-01-01 BETTE J. ALBERT JEFFREY BRUGH 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	CLAIRE POLLOCK
001	2023-01-01
001	2023-01-01	BOBBI WEIMER
001	2022-01-01
001	2022-01-01	VICTORIA HELLER
001	2021-01-01
001	2021-01-01	BOBBI JO WEIMER
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	BOBBI WEIMER	JEFFREY L BRUGH	2018-09-27
001	2016-01-01	LAURIE MILLIGAN	JEFFREY L BRUGH	2017-09-21
001	2015-01-01	LAURIE MILLIGAN	JEFFREY L BRUGH	2016-10-10
001	2014-01-01	BETTE J. ALBERT	JEFFREY BRUGH	2015-10-12
001	2013-01-01	BETTE J. ALBERT	JEFFREY BRUGH	2014-10-07
001	2012-01-01	BETTE J. ALBERT	JOHN W. LAKE	2013-10-11
001	2011-01-01	BETTE J. ALBERT	JEFFREY BRUGH	2012-10-10
001	2010-01-01	BETTE J. ALBERT	JEFFREY BRUGH	2011-10-13
001	2009-01-01	BETTE J. ALBERT	JEFFREY BRUGH	2010-10-13

Plan Statistics for SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC

401k plan membership statisitcs for SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC

Measure Date Value
2023: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2023 401k membership
Total participants, beginning-of-year 2023-01-01 344
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 256
Number of retired or separated participants receiving benefits 2023-01-01 3
Number of other retired or separated participants entitled to future benefits 2023-01-01 54
Total of all active and inactive participants 2023-01-01 313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 313
Number of participants with account balances 2023-01-01 302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 17
2022: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2022 401k membership
Total participants, beginning-of-year 2022-01-01 331
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 277
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 65
Total of all active and inactive participants 2022-01-01 344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 344
Number of participants with account balances 2022-01-01 331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 15
2021: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2021 401k membership
Total participants, beginning-of-year 2021-01-01 287
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 277
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 52
Total of all active and inactive participants 2021-01-01 331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 331
Number of participants with account balances 2021-01-01 317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 10
2020: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2020 401k membership
Total participants, beginning-of-year 2020-01-01 272
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 242
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 43
Total of all active and inactive participants 2020-01-01 287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 287
Number of participants with account balances 2020-01-01 269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2019 401k membership
Total participants, beginning-of-year 2019-01-01 286
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 231
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 41
Total of all active and inactive participants 2019-01-01 272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 272
Number of participants with account balances 2019-01-01 260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2018 401k membership
Total participants, beginning-of-year 2018-01-01 264
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 234
Number of retired or separated participants receiving benefits 2018-01-01 5
Number of other retired or separated participants entitled to future benefits 2018-01-01 46
Total of all active and inactive participants 2018-01-01 285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 285
Number of participants with account balances 2018-01-01 269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2017 401k membership
Total participants, beginning-of-year 2017-01-01 255
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 227
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 36
Total of all active and inactive participants 2017-01-01 263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 263
Number of participants with account balances 2017-01-01 250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2016 401k membership
Total participants, beginning-of-year 2016-01-01 255
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 228
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 29
Total of all active and inactive participants 2016-01-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 257
Number of participants with account balances 2016-01-01 246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2015 401k membership
Total participants, beginning-of-year 2015-01-01 266
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 220
Number of retired or separated participants receiving benefits 2015-01-01 9
Number of other retired or separated participants entitled to future benefits 2015-01-01 25
Total of all active and inactive participants 2015-01-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 254
Number of participants with account balances 2015-01-01 234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2014 401k membership
Total participants, beginning-of-year 2014-01-01 257
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 205
Number of retired or separated participants receiving benefits 2014-01-01 9
Number of other retired or separated participants entitled to future benefits 2014-01-01 30
Total of all active and inactive participants 2014-01-01 244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 245
Number of participants with account balances 2014-01-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2013 401k membership
Total participants, beginning-of-year 2013-01-01 260
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 222
Number of retired or separated participants receiving benefits 2013-01-01 7
Number of other retired or separated participants entitled to future benefits 2013-01-01 28
Total of all active and inactive participants 2013-01-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 257
Number of participants with account balances 2013-01-01 239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2012 401k membership
Total participants, beginning-of-year 2012-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 226
Number of retired or separated participants receiving benefits 2012-01-01 7
Number of other retired or separated participants entitled to future benefits 2012-01-01 25
Total of all active and inactive participants 2012-01-01 258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 259
Number of participants with account balances 2012-01-01 239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2011 401k membership
Total participants, beginning-of-year 2011-01-01 247
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 222
Number of retired or separated participants receiving benefits 2011-01-01 6
Number of other retired or separated participants entitled to future benefits 2011-01-01 20
Total of all active and inactive participants 2011-01-01 248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 248
Number of participants with account balances 2011-01-01 231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2010 401k membership
Total participants, beginning-of-year 2010-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 183
Number of retired or separated participants receiving benefits 2010-01-01 6
Number of other retired or separated participants entitled to future benefits 2010-01-01 24
Total of all active and inactive participants 2010-01-01 213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 213
Number of participants with account balances 2010-01-01 194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2009 401k membership
Total participants, beginning-of-year 2009-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 188
Number of retired or separated participants receiving benefits 2009-01-01 4
Number of other retired or separated participants entitled to future benefits 2009-01-01 23
Total of all active and inactive participants 2009-01-01 215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 215
Number of participants with account balances 2009-01-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2023: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2023 401k membership
Total participants, beginning-of-year	2023-01-01	344
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	256
Number of retired or separated participants receiving benefits	2023-01-01	3
Number of other retired or separated participants entitled to future benefits	2023-01-01	54
Total of all active and inactive participants	2023-01-01	313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	313
Number of participants with account balances	2023-01-01	302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	17
2022: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2022 401k membership
Total participants, beginning-of-year	2022-01-01	331
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	277
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	65
Total of all active and inactive participants	2022-01-01	344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	344
Number of participants with account balances	2022-01-01	331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	15
2021: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2021 401k membership
Total participants, beginning-of-year	2021-01-01	287
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	277
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	52
Total of all active and inactive participants	2021-01-01	331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	331
Number of participants with account balances	2021-01-01	317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	10
2020: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2020 401k membership
Total participants, beginning-of-year	2020-01-01	272
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	242
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	43
Total of all active and inactive participants	2020-01-01	287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	287
Number of participants with account balances	2020-01-01	269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2019 401k membership
Total participants, beginning-of-year	2019-01-01	286
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	231
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	41
Total of all active and inactive participants	2019-01-01	272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	272
Number of participants with account balances	2019-01-01	260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2018 401k membership
Total participants, beginning-of-year	2018-01-01	264
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	234
Number of retired or separated participants receiving benefits	2018-01-01	5
Number of other retired or separated participants entitled to future benefits	2018-01-01	46
Total of all active and inactive participants	2018-01-01	285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	285
Number of participants with account balances	2018-01-01	269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2017 401k membership
Total participants, beginning-of-year	2017-01-01	255
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	227
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	36
Total of all active and inactive participants	2017-01-01	263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	263
Number of participants with account balances	2017-01-01	250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2016 401k membership
Total participants, beginning-of-year	2016-01-01	255
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	228
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	29
Total of all active and inactive participants	2016-01-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	257
Number of participants with account balances	2016-01-01	246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2015 401k membership
Total participants, beginning-of-year	2015-01-01	266
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	220
Number of retired or separated participants receiving benefits	2015-01-01	9
Number of other retired or separated participants entitled to future benefits	2015-01-01	25
Total of all active and inactive participants	2015-01-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	254
Number of participants with account balances	2015-01-01	234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2014 401k membership
Total participants, beginning-of-year	2014-01-01	257
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	205
Number of retired or separated participants receiving benefits	2014-01-01	9
Number of other retired or separated participants entitled to future benefits	2014-01-01	30
Total of all active and inactive participants	2014-01-01	244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	245
Number of participants with account balances	2014-01-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2013 401k membership
Total participants, beginning-of-year	2013-01-01	260
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	222
Number of retired or separated participants receiving benefits	2013-01-01	7
Number of other retired or separated participants entitled to future benefits	2013-01-01	28
Total of all active and inactive participants	2013-01-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	257
Number of participants with account balances	2013-01-01	239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2012 401k membership
Total participants, beginning-of-year	2012-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	226
Number of retired or separated participants receiving benefits	2012-01-01	7
Number of other retired or separated participants entitled to future benefits	2012-01-01	25
Total of all active and inactive participants	2012-01-01	258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	259
Number of participants with account balances	2012-01-01	239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2011 401k membership
Total participants, beginning-of-year	2011-01-01	247
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	222
Number of retired or separated participants receiving benefits	2011-01-01	6
Number of other retired or separated participants entitled to future benefits	2011-01-01	20
Total of all active and inactive participants	2011-01-01	248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	248
Number of participants with account balances	2011-01-01	231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2010 401k membership
Total participants, beginning-of-year	2010-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	183
Number of retired or separated participants receiving benefits	2010-01-01	6
Number of other retired or separated participants entitled to future benefits	2010-01-01	24
Total of all active and inactive participants	2010-01-01	213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	213
Number of participants with account balances	2010-01-01	194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2009 401k membership
Total participants, beginning-of-year	2009-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	188
Number of retired or separated participants receiving benefits	2009-01-01	4
Number of other retired or separated participants entitled to future benefits	2009-01-01	23
Total of all active and inactive participants	2009-01-01	215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	215
Number of participants with account balances	2009-01-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC

Measure	Date	Value
2023 : SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$8,119,009
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$6,188,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$5,975,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$3,013,458
Value of total assets at end of year	2023-12-31	$36,559,125
Value of total assets at beginning of year	2023-12-31	$34,628,242
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$212,538
Total interest from all sources	2023-12-31	$24,292
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$397,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$397,620
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,756,353
Participant contributions at end of year	2023-12-31	$436,442
Participant contributions at beginning of year	2023-12-31	$671,074
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$227,219
Other income not declared elsewhere	2023-12-31	$539
Administrative expenses (other) incurred	2023-12-31	$950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,930,883
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$36,559,125
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$34,628,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$84,267
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$10,488,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$28,292,237
Interest on participant loans	2023-12-31	$24,292
Value of interest in common/collective trusts at end of year	2023-12-31	$25,634,167
Value of interest in common/collective trusts at beginning of year	2023-12-31	$5,664,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,608,206
Net investment gain or loss from common/collective trusts	2023-12-31	$3,074,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$1,029,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$5,975,588
Contract administrator fees	2023-12-31	$127,321
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	KEITER
Accountancy firm EIN	2023-12-31	541631262
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$8,119,009
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$6,188,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$5,975,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$3,013,458
Value of total assets at end of year	2023-01-01	$36,559,125
Value of total assets at beginning of year	2023-01-01	$34,628,242
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$212,538
Total interest from all sources	2023-01-01	$24,292
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$397,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$397,620
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$1,000,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$1,756,353
Participant contributions at end of year	2023-01-01	$436,442
Participant contributions at beginning of year	2023-01-01	$671,074
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$227,219
Other income not declared elsewhere	2023-01-01	$539
Administrative expenses (other) incurred	2023-01-01	$950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$1,930,883
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$36,559,125
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$34,628,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$84,267
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$10,488,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$28,292,237
Interest on participant loans	2023-01-01	$24,292
Value of interest in common/collective trusts at end of year	2023-01-01	$25,634,167
Value of interest in common/collective trusts at beginning of year	2023-01-01	$5,664,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$1,608,206
Net investment gain or loss from common/collective trusts	2023-01-01	$3,074,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	Yes
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$1,029,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$5,975,588
Contract administrator fees	2023-01-01	$127,321
Did the plan have assets held for investment	2023-01-01	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	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	KEITER
Accountancy firm EIN	2023-01-01	541631262
2022 : SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,796,505
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,195,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,981,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,887,014
Value of total assets at end of year	2022-12-31	$34,628,242
Value of total assets at beginning of year	2022-12-31	$41,620,349
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$214,122
Total interest from all sources	2022-12-31	$23,343
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$700,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$700,636
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,654,314
Participant contributions at end of year	2022-12-31	$671,074
Participant contributions at beginning of year	2022-12-31	$631,198
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$379,339
Other income not declared elsewhere	2022-12-31	$705
Administrative expenses (other) incurred	2022-12-31	$214,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,992,107
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$34,628,242
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$41,620,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$28,292,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$34,447,654
Interest on participant loans	2022-12-31	$23,343
Value of interest in common/collective trusts at end of year	2022-12-31	$5,664,931
Value of interest in common/collective trusts at beginning of year	2022-12-31	$6,541,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,506,427
Net investment gain or loss from common/collective trusts	2022-12-31	$98,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$853,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,981,480
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	KEITER
Accountancy firm EIN	2022-12-31	541631262
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-2,796,505
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$4,195,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$3,981,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$2,887,014
Value of total assets at end of year	2022-01-01	$34,628,242
Value of total assets at beginning of year	2022-01-01	$41,620,349
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$214,122
Total interest from all sources	2022-01-01	$23,343
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$700,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$700,636
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$1,000,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$1,654,314
Participant contributions at end of year	2022-01-01	$671,074
Participant contributions at beginning of year	2022-01-01	$631,198
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$379,339
Other income not declared elsewhere	2022-01-01	$705
Administrative expenses (other) incurred	2022-01-01	$214,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-6,992,107
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$34,628,242
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$41,620,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$28,292,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$34,447,654
Interest on participant loans	2022-01-01	$23,343
Value of interest in common/collective trusts at end of year	2022-01-01	$5,664,931
Value of interest in common/collective trusts at beginning of year	2022-01-01	$6,541,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-6,506,427
Net investment gain or loss from common/collective trusts	2022-01-01	$98,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$853,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$3,981,480
Did the plan have assets held for investment	2022-01-01	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	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	KEITER
Accountancy firm EIN	2022-01-01	541631262
2021 : SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$6,808,576
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,228,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,002,536
Expenses. Certain deemed distributions of participant loans	2021-12-31	$101
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,418,444
Value of total assets at end of year	2021-12-31	$41,620,349
Value of total assets at beginning of year	2021-12-31	$36,039,912
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$225,502
Total interest from all sources	2021-12-31	$23,009
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,144,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,144,497
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,465,883
Participant contributions at end of year	2021-12-31	$631,198
Participant contributions at beginning of year	2021-12-31	$590,774
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$227,078
Other income not declared elsewhere	2021-12-31	$284
Administrative expenses (other) incurred	2021-12-31	$225,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$5,580,437
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$41,620,349
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$36,039,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$34,447,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$29,316,998
Interest on participant loans	2021-12-31	$23,009
Value of interest in common/collective trusts at end of year	2021-12-31	$6,541,497
Value of interest in common/collective trusts at beginning of year	2021-12-31	$6,132,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,048,131
Net investment gain or loss from common/collective trusts	2021-12-31	$174,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$725,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,002,536
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	KEITER
Accountancy firm EIN	2021-12-31	541631262
2020 : SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,652,341
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,900,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,796,852
Expenses. Certain deemed distributions of participant loans	2020-12-31	$9,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,000,102
Value of total assets at end of year	2020-12-31	$36,039,912
Value of total assets at beginning of year	2020-12-31	$32,287,969
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$94,112
Total interest from all sources	2020-12-31	$27,172
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$727,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$727,862
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,293,674
Participant contributions at end of year	2020-12-31	$590,774
Participant contributions at beginning of year	2020-12-31	$651,095
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$30,695
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$94,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,751,943
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$36,039,912
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$32,287,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$29,316,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$21,203,742
Interest on participant loans	2020-12-31	$27,172
Value of interest in common/collective trusts at end of year	2020-12-31	$6,132,140
Value of interest in common/collective trusts at beginning of year	2020-12-31	$10,433,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,897,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$675,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,796,852
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	KEITER
Accountancy firm EIN	2020-12-31	541631262
2019 : SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$7,662,922
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,751,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,718,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,626,986
Value of total assets at end of year	2019-12-31	$32,287,969
Value of total assets at beginning of year	2019-12-31	$26,376,535
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$32,564
Total interest from all sources	2019-12-31	$29,844
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$331,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$331,670
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,158,134
Participant contributions at end of year	2019-12-31	$651,095
Participant contributions at beginning of year	2019-12-31	$661,155
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$854,230
Administrative expenses (other) incurred	2019-12-31	$32,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,911,434
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$32,287,969
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$26,376,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$21,203,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$15,227,210
Interest on participant loans	2019-12-31	$29,844
Value of interest in common/collective trusts at end of year	2019-12-31	$10,433,132
Value of interest in common/collective trusts at beginning of year	2019-12-31	$10,488,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,960,979
Net investment gain or loss from common/collective trusts	2019-12-31	$713,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$614,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,718,924
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KEITER
Accountancy firm EIN	2019-12-31	541631262
2018 : SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$885,669
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,749,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,718,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,187,893
Value of total assets at end of year	2018-12-31	$26,376,535
Value of total assets at beginning of year	2018-12-31	$27,240,284
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$31,296
Total interest from all sources	2018-12-31	$27,623
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$431,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$431,163
Administrative expenses professional fees incurred	2018-12-31	$31,296
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,160,083
Participant contributions at end of year	2018-12-31	$661,155
Participant contributions at beginning of year	2018-12-31	$648,024
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$425,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-863,749
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$26,376,535
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$27,240,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$15,227,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,510,726
Interest on participant loans	2018-12-31	$27,623
Value of interest in common/collective trusts at end of year	2018-12-31	$10,488,170
Value of interest in common/collective trusts at beginning of year	2018-12-31	$17,081,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,533,858
Net investment gain or loss from common/collective trusts	2018-12-31	$-227,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$602,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,718,122
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	KEITER
Accountancy firm EIN	2018-12-31	541631262
2017 : SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$5,236,470
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$339,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$313,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,671,929
Value of total assets at end of year	2017-12-31	$27,240,284
Value of total assets at beginning of year	2017-12-31	$22,342,968
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$25,985
Total interest from all sources	2017-12-31	$22,815
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$402,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$402,927
Administrative expenses professional fees incurred	2017-12-31	$25,985
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,081,651
Participant contributions at end of year	2017-12-31	$648,024
Participant contributions at beginning of year	2017-12-31	$531,993
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$13,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,897,316
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$27,240,284
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$22,342,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$9,510,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$13,415,478
Interest on participant loans	2017-12-31	$22,815
Value of interest in common/collective trusts at end of year	2017-12-31	$17,081,534
Value of interest in common/collective trusts at beginning of year	2017-12-31	$8,395,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,367,368
Net investment gain or loss from common/collective trusts	2017-12-31	$771,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$576,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$313,169
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	DIXON HUGE GOODMAN,LLP
Accountancy firm EIN	2017-12-31	560747981
2016 : SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$3,104,673
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,861,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,833,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,647,986
Value of total assets at end of year	2016-12-31	$22,342,968
Value of total assets at beginning of year	2016-12-31	$22,099,828
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$28,257
Total interest from all sources	2016-12-31	$17,177
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$324,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$324,739
Administrative expenses professional fees incurred	2016-12-31	$10,522
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,021,470
Participant contributions at end of year	2016-12-31	$531,993
Participant contributions at beginning of year	2016-12-31	$465,332
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$90,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$243,140
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$22,342,968
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$22,099,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$10,651
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$13,415,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$12,112,455
Interest on participant loans	2016-12-31	$17,177
Value of interest in common/collective trusts at end of year	2016-12-31	$8,395,497
Value of interest in common/collective trusts at beginning of year	2016-12-31	$9,522,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$743,692
Net investment gain or loss from common/collective trusts	2016-12-31	$371,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$535,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,833,276
Contract administrator fees	2016-12-31	$7,084
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	DIXION HUGHES GOODMAN, LLP
Accountancy firm EIN	2016-12-31	560747981
2015 : SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,378,833
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,259,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,217,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,448,039
Value of total assets at end of year	2015-12-31	$22,099,828
Value of total assets at beginning of year	2015-12-31	$21,980,292
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$41,550
Total interest from all sources	2015-12-31	$15,684
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$729,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$729,877
Administrative expenses professional fees incurred	2015-12-31	$10,723
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$920,804
Participant contributions at end of year	2015-12-31	$465,332
Participant contributions at beginning of year	2015-12-31	$479,858
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$30,858
Other income not declared elsewhere	2015-12-31	$7,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$119,536
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$22,099,828
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$21,980,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$21,467
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$12,112,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$17,098,067
Interest on participant loans	2015-12-31	$15,684
Value of interest in common/collective trusts at end of year	2015-12-31	$9,522,041
Value of interest in common/collective trusts at beginning of year	2015-12-31	$4,402,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-801,596
Net investment gain or loss from common/collective trusts	2015-12-31	$-20,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$496,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,217,747
Contract administrator fees	2015-12-31	$9,360
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2015-12-31	560747981
2014 : SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,782,778
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,852,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,813,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,645,896
Value of total assets at end of year	2014-12-31	$21,980,292
Value of total assets at beginning of year	2014-12-31	$22,049,982
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$39,430
Total interest from all sources	2014-12-31	$18,100
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$849,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$849,831
Administrative expenses professional fees incurred	2014-12-31	$10,884
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$911,961
Participant contributions at end of year	2014-12-31	$479,858
Participant contributions at beginning of year	2014-12-31	$451,736
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$242,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-69,690
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$21,980,292
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$22,049,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$21,776
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$17,098,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$17,192,979
Interest on participant loans	2014-12-31	$18,100
Value of interest in common/collective trusts at end of year	2014-12-31	$4,402,367
Value of interest in common/collective trusts at beginning of year	2014-12-31	$4,405,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$158,289
Net investment gain or loss from common/collective trusts	2014-12-31	$110,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$491,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,813,038
Contract administrator fees	2014-12-31	$6,770
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2014-12-31	560747981
2013 : SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$4,182,350
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,227,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,197,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,468,428
Value of total assets at end of year	2013-12-31	$22,049,982
Value of total assets at beginning of year	2013-12-31	$20,095,148
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$30,487
Total interest from all sources	2013-12-31	$15,812
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$451,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$451,989
Administrative expenses professional fees incurred	2013-12-31	$7,574
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$925,391
Participant contributions at end of year	2013-12-31	$451,736
Participant contributions at beginning of year	2013-12-31	$390,141
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$56,289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,954,834
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$22,049,982
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$20,095,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$15,213
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$17,192,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$15,032,294
Interest on participant loans	2013-12-31	$15,812
Value of interest in common/collective trusts at end of year	2013-12-31	$4,405,267
Value of interest in common/collective trusts at beginning of year	2013-12-31	$4,672,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,338,066
Net investment gain or loss from common/collective trusts	2013-12-31	$-91,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$486,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,197,029
Contract administrator fees	2013-12-31	$7,700
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2013-12-31	560747981
2012 : SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$4,290,021
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,332,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,301,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,958,577
Value of total assets at end of year	2012-12-31	$20,095,148
Value of total assets at beginning of year	2012-12-31	$17,138,078
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$31,589
Total interest from all sources	2012-12-31	$13,190
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$393,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$393,648
Administrative expenses professional fees incurred	2012-12-31	$9,291
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$948,587
Participant contributions at end of year	2012-12-31	$390,141
Participant contributions at beginning of year	2012-12-31	$331,846
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$544,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,957,070
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$20,095,148
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$17,138,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$18,598
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$15,032,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$13,506,455
Interest on participant loans	2012-12-31	$13,190
Value of interest in common/collective trusts at end of year	2012-12-31	$4,672,713
Value of interest in common/collective trusts at beginning of year	2012-12-31	$3,299,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,545,590
Net investment gain or loss from common/collective trusts	2012-12-31	$379,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$465,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,301,362
Contract administrator fees	2012-12-31	$3,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2012-12-31	560747981
2011 : SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 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	$2,125,525
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$594,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$570,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,299,179
Value of total assets at end of year	2011-12-31	$17,138,078
Value of total assets at beginning of year	2011-12-31	$15,607,100
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$23,749
Total interest from all sources	2011-12-31	$12,303
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$233,742
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	$233,742
Administrative expenses professional fees incurred	2011-12-31	$7,915
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
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	$855,059
Participant contributions at end of year	2011-12-31	$331,846
Participant contributions at beginning of year	2011-12-31	$265,605
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	$1,530,978
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$17,138,078
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$15,607,100
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	$15,834
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$13,506,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$12,972,157
Interest on participant loans	2011-12-31	$12,303
Value of interest in common/collective trusts at end of year	2011-12-31	$3,299,777
Value of interest in common/collective trusts at beginning of year	2011-12-31	$2,369,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$276,768
Net investment gain or loss from common/collective trusts	2011-12-31	$303,533
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
Contributions received in cash from employer	2011-12-31	$444,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$570,798
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
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	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2011-12-31	560747981
2010 : SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 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	$3,345,088
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,176,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,158,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,246,032
Value of total assets at end of year	2010-12-31	$15,607,100
Value of total assets at beginning of year	2010-12-31	$13,438,696
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$18,475
Total interest from all sources	2010-12-31	$8,650
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$235,576
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	$235,576
Administrative expenses professional fees incurred	2010-12-31	$6,939
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
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	$657,608
Participant contributions at end of year	2010-12-31	$265,605
Participant contributions at beginning of year	2010-12-31	$145,703
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$170,450
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	$2,168,404
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$15,607,100
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$13,438,696
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	$11,536
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$12,972,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$10,059,095
Interest on participant loans	2010-12-31	$8,650
Value of interest in common/collective trusts at end of year	2010-12-31	$2,369,338
Value of interest in common/collective trusts at beginning of year	2010-12-31	$3,233,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,622,343
Net investment gain or loss from common/collective trusts	2010-12-31	$232,487
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
Contributions received in cash from employer	2010-12-31	$417,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,158,209
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	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2010-12-31	560747981
2009 : SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 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 SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC

2023: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SBA DEFINED CONTRIBUTION PLAN FOR BANKERS INSURANCE, LLC 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BANKERS INSURANCE, LLC
Employer identification number (EIN):	541948974
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3865332