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Plan Name | BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | BROWN & BROWN INC |
Employer identification number (EIN): | 590864469 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about BROWN & BROWN INC
Jurisdiction of Incorporation: | Nevada Department of State |
Incorporation Date: | 1996-06-14 |
Company Identification Number: | 19961140388 |
Legal Registered Office Address: |
701 S CARSON ST STE 200 CARSON CITY United States of America (USA) 89701 |
More information about BROWN & BROWN INC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | JAMES LANNI | |||
002 | 2017-01-01 | JAMES LANNI | |||
002 | 2016-01-01 | JAMES LANNI | |||
002 | 2015-01-01 | JAMES LANNI | |||
002 | 2014-01-01 | JAMES LANNI | |||
002 | 2014-01-01 | JAMES LANNI | |||
002 | 2013-01-01 | JAMES LANNI | |||
002 | 2012-01-01 | CORY WALKER | |||
002 | 2011-01-01 | CORY WALKER | |||
002 | 2009-01-01 | CORY WALKER |
Measure | Date | Value |
---|---|---|
2022: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 13,980 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 11,793 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 2,985 |
Total of all active and inactive participants | 2022-01-01 | 14,778 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 49 |
Total participants | 2022-01-01 | 14,827 |
Number of participants with account balances | 2022-01-01 | 12,185 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 13,042 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 11,313 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2,624 |
Total of all active and inactive participants | 2021-01-01 | 13,937 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 43 |
Total participants | 2021-01-01 | 13,980 |
Number of participants with account balances | 2021-01-01 | 11,560 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 12,212 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 10,673 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2,330 |
Total of all active and inactive participants | 2020-01-01 | 13,003 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 39 |
Total participants | 2020-01-01 | 13,042 |
Number of participants with account balances | 2020-01-01 | 10,867 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 13 |
2019: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 11,516 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 9,940 |
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 | 2,235 |
Total of all active and inactive participants | 2019-01-01 | 12,175 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 37 |
Total participants | 2019-01-01 | 12,212 |
Number of participants with account balances | 2019-01-01 | 10,307 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 97 |
2018: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 10,330 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 9,462 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2,020 |
Total of all active and inactive participants | 2018-01-01 | 11,482 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 34 |
Total participants | 2018-01-01 | 11,516 |
Number of participants with account balances | 2018-01-01 | 9,182 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 289 |
2017: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 10,456 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8,446 |
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 | 1,856 |
Total of all active and inactive participants | 2017-01-01 | 10,302 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 28 |
Total participants | 2017-01-01 | 10,330 |
Number of participants with account balances | 2017-01-01 | 8,912 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 500 |
2016: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 9,989 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 8,170 |
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 | 2,261 |
Total of all active and inactive participants | 2016-01-01 | 10,431 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 25 |
Total participants | 2016-01-01 | 10,456 |
Number of participants with account balances | 2016-01-01 | 9,470 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 873 |
2015: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 9,149 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7,785 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2,173 |
Total of all active and inactive participants | 2015-01-01 | 9,958 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 31 |
Total participants | 2015-01-01 | 9,989 |
Number of participants with account balances | 2015-01-01 | 9,060 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 810 |
2014: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 8,320 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7,552 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1,579 |
Total of all active and inactive participants | 2014-01-01 | 9,131 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 18 |
Total participants | 2014-01-01 | 9,149 |
Number of participants with account balances | 2014-01-01 | 8,020 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 742 |
2013: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 7,876 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6,962 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1,342 |
Total of all active and inactive participants | 2013-01-01 | 8,304 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 16 |
Total participants | 2013-01-01 | 8,320 |
Number of participants with account balances | 2013-01-01 | 7,344 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 672 |
2012: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 6,558 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6,527 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1,342 |
Total of all active and inactive participants | 2012-01-01 | 7,869 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 7 |
Total participants | 2012-01-01 | 7,876 |
Number of participants with account balances | 2012-01-01 | 6,626 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 595 |
2011: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 6,301 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5,447 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1,110 |
Total of all active and inactive participants | 2011-01-01 | 6,557 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 6,558 |
Number of participants with account balances | 2011-01-01 | 5,825 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 507 |
2009: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 6,832 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5,159 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 18 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 916 |
Total of all active and inactive participants | 2009-01-01 | 6,093 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 4 |
Total participants | 2009-01-01 | 6,097 |
Number of participants with account balances | 2009-01-01 | 5,821 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 424 |
Measure | Date | Value |
---|---|---|
2022 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-12,763,005 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-12,763,005 |
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 | $-97,197,151 |
Total loss/gain on sale of assets | 2022-12-31 | $-1,447,261 |
Total of all expenses incurred | 2022-12-31 | $97,688,197 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $96,825,779 |
Value of total corrective distributions | 2022-12-31 | $17,571 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $138,803,876 |
Value of total assets at end of year | 2022-12-31 | $1,221,262,447 |
Value of total assets at beginning of year | 2022-12-31 | $1,416,147,795 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $844,847 |
Total interest from all sources | 2022-12-31 | $668,018 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $37,909,330 |
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 | $37,464,623 |
Administrative expenses professional fees incurred | 2022-12-31 | $42,225 |
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 | $76,133,613 |
Participant contributions at end of year | 2022-12-31 | $16,084,411 |
Participant contributions at beginning of year | 2022-12-31 | $14,849,735 |
Participant contributions at end of year | 2022-12-31 | $141 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $45,042,191 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $48,415,144 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $25,060,514 |
Other income not declared elsewhere | 2022-12-31 | $-10,370,667 |
Administrative expenses (other) incurred | 2022-12-31 | $584,568 |
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 | $-194,885,348 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,221,262,447 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,416,147,795 |
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 |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $49,734 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $78,629 |
Investment advisory and management fees | 2022-12-31 | $218,054 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,015,785,827 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,201,473,865 |
Interest on participant loans | 2022-12-31 | $668,018 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $78,949,046 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $76,222,310 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $2 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $2 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-251,699,247 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $1,701,805 |
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 |
Assets. Invements in employer securities at end of year | 2022-12-31 | $62,998,677 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $75,108,110 |
Contributions received in cash from employer | 2022-12-31 | $37,609,749 |
Employer contributions (assets) at end of year | 2022-12-31 | $2,352,418 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $444,707 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $96,825,779 |
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 |
Aggregate proceeds on sale of assets | 2022-12-31 | $13,839,830 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $15,287,091 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HANCOCK ASKEW & CO., LLP |
Accountancy firm EIN | 2022-12-31 | 580662558 |
2021 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $22,851,859 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $22,851,859 |
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 | $312,146,312 |
Total loss/gain on sale of assets | 2021-12-31 | $1,914,493 |
Total of all expenses incurred | 2021-12-31 | $86,272,308 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $85,329,099 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $531 |
Value of total corrective distributions | 2021-12-31 | $20,793 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $123,933,963 |
Value of total assets at end of year | 2021-12-31 | $1,416,147,795 |
Value of total assets at beginning of year | 2021-12-31 | $1,190,273,791 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $921,885 |
Total interest from all sources | 2021-12-31 | $705,570 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $70,999,509 |
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 | $70,596,803 |
Administrative expenses professional fees incurred | 2021-12-31 | $38,525 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $67,450,761 |
Participant contributions at end of year | 2021-12-31 | $14,849,735 |
Participant contributions at beginning of year | 2021-12-31 | $15,136,704 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $84 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $48,415,144 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $37,803,096 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $23,008,571 |
Other income not declared elsewhere | 2021-12-31 | $5,227,395 |
Administrative expenses (other) incurred | 2021-12-31 | $679,768 |
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 | $225,874,004 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,416,147,795 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,190,273,791 |
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 |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $78,629 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $18,182 |
Investment advisory and management fees | 2021-12-31 | $203,592 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,201,473,865 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,004,828,857 |
Interest on participant loans | 2021-12-31 | $705,570 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $76,222,310 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $77,734,101 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $2 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $2 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $84,880,743 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $1,632,780 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $75,108,110 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $53,323,434 |
Contributions received in cash from employer | 2021-12-31 | $33,474,631 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,429,331 |
Income. Dividends from common stock | 2021-12-31 | $402,706 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $85,329,099 |
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 |
Aggregate proceeds on sale of assets | 2021-12-31 | $19,909,734 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $17,995,241 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HANCOCK ASKEW & CO., LLP |
Accountancy firm EIN | 2021-12-31 | 580662558 |
2020 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $8,418,846 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $8,418,846 |
Total transfer of assets to this plan | 2020-12-31 | $160,906,769 |
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 | $275,505,882 |
Total loss/gain on sale of assets | 2020-12-31 | $1,638,231 |
Total of all expenses incurred | 2020-12-31 | $80,526,159 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $79,679,584 |
Value of total corrective distributions | 2020-12-31 | $9,070 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $110,052,026 |
Value of total assets at end of year | 2020-12-31 | $1,190,273,791 |
Value of total assets at beginning of year | 2020-12-31 | $834,387,299 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $837,505 |
Total interest from all sources | 2020-12-31 | $824,290 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $36,999,533 |
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 | $36,582,145 |
Administrative expenses professional fees incurred | 2020-12-31 | $50,889 |
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 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $60,833,072 |
Participant contributions at end of year | 2020-12-31 | $15,136,704 |
Participant contributions at beginning of year | 2020-12-31 | $15,852,670 |
Participant contributions at end of year | 2020-12-31 | $84 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $37,803,096 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $19,878,733 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $18,238,369 |
Other income not declared elsewhere | 2020-12-31 | $5,048,384 |
Administrative expenses (other) incurred | 2020-12-31 | $565,055 |
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 | $194,979,723 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,190,273,791 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $834,387,299 |
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 |
Assets. partnership/joint venture interests at end of year | 2020-12-31 | $18,182 |
Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $36,040 |
Investment advisory and management fees | 2020-12-31 | $221,561 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,004,828,857 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $689,420,577 |
Interest on participant loans | 2020-12-31 | $824,288 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $77,734,101 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $56,896,008 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $2 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $110,859,497 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $1,665,075 |
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 |
Assets. Invements in employer securities at end of year | 2020-12-31 | $53,323,434 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $52,303,271 |
Contributions received in cash from employer | 2020-12-31 | $30,980,585 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,429,331 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $417,388 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $79,679,584 |
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 |
Aggregate proceeds on sale of assets | 2020-12-31 | $25,013,524 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $23,375,293 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | HANCOCK ASKEW & CO., LLP |
Accountancy firm EIN | 2020-12-31 | 580662558 |
2019 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $13,509,840 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $13,509,840 |
Total transfer of assets to this plan | 2019-12-31 | $1,310,618 |
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 | $249,219,537 |
Total loss/gain on sale of assets | 2019-12-31 | $2,194,830 |
Total of all expenses incurred | 2019-12-31 | $62,386,131 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $61,638,258 |
Value of total corrective distributions | 2019-12-31 | $5,536 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $97,295,562 |
Value of total assets at end of year | 2019-12-31 | $834,387,299 |
Value of total assets at beginning of year | 2019-12-31 | $646,243,275 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $742,337 |
Total interest from all sources | 2019-12-31 | $704,834 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $26,218,530 |
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 | $25,789,390 |
Administrative expenses professional fees incurred | 2019-12-31 | $27,700 |
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 | $53,655,956 |
Participant contributions at end of year | 2019-12-31 | $15,852,670 |
Participant contributions at beginning of year | 2019-12-31 | $13,383,484 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $19,878,733 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $14,661,723 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $16,140,502 |
Other income not declared elsewhere | 2019-12-31 | $3,511,428 |
Administrative expenses (other) incurred | 2019-12-31 | $588,636 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $401 |
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 | $186,833,406 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $834,387,299 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $646,243,275 |
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 |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $36,040 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $0 |
Investment advisory and management fees | 2019-12-31 | $126,001 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $689,420,577 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $526,669,967 |
Interest on participant loans | 2019-12-31 | $704,834 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $56,896,008 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $54,027,781 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $104,383,243 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,401,270 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $52,303,271 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $37,499,919 |
Contributions received in cash from employer | 2019-12-31 | $27,499,104 |
Income. Dividends from common stock | 2019-12-31 | $429,140 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $61,638,258 |
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 |
Aggregate proceeds on sale of assets | 2019-12-31 | $10,412,149 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $8,217,319 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | HANCOCK ASKEW & CO, LLP |
Accountancy firm EIN | 2019-12-31 | 580662558 |
2018 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $2,148,471 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $2,148,471 |
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 | $40,565,945 |
Total loss/gain on sale of assets | 2018-12-31 | $412,278 |
Total of all expenses incurred | 2018-12-31 | $54,698,767 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $53,784,188 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $19,163 |
Value of total corrective distributions | 2018-12-31 | $5,935 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $74,450,842 |
Value of total assets at end of year | 2018-12-31 | $646,243,275 |
Value of total assets at beginning of year | 2018-12-31 | $660,376,097 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $889,481 |
Total interest from all sources | 2018-12-31 | $587,563 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $28,157,655 |
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 | $27,763,969 |
Administrative expenses professional fees incurred | 2018-12-31 | $84,580 |
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 | $41,983,267 |
Participant contributions at end of year | 2018-12-31 | $13,383,484 |
Participant contributions at beginning of year | 2018-12-31 | $12,581,685 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $14,661,723 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $15,104,736 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $10,588,107 |
Other income not declared elsewhere | 2018-12-31 | $-744,335 |
Administrative expenses (other) incurred | 2018-12-31 | $709,642 |
Total non interest bearing cash at end of year | 2018-12-31 | $401 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $16 |
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 | $-14,132,822 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $646,243,275 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $660,376,097 |
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 |
Investment advisory and management fees | 2018-12-31 | $95,259 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $526,669,967 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $545,212,704 |
Interest on participant loans | 2018-12-31 | $587,563 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $54,027,781 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $51,804,442 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-65,769,172 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $1,322,643 |
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 |
Assets. Invements in employer securities at end of year | 2018-12-31 | $37,499,919 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $35,672,514 |
Contributions received in cash from employer | 2018-12-31 | $21,879,468 |
Income. Dividends from common stock | 2018-12-31 | $393,686 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $53,784,188 |
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 |
Aggregate proceeds on sale of assets | 2018-12-31 | $6,487,090 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $6,074,812 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | HANCOCK ASKEW & CO, LLP |
Accountancy firm EIN | 2018-12-31 | 580662558 |
2017 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $4,404,599 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $4,404,599 |
Total transfer of assets to this plan | 2017-12-31 | $20,750,595 |
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 | $159,165,672 |
Total loss/gain on sale of assets | 2017-12-31 | $51,942 |
Total of all expenses incurred | 2017-12-31 | $42,908,289 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $42,131,413 |
Value of total corrective distributions | 2017-12-31 | $238 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $70,875,845 |
Value of total assets at end of year | 2017-12-31 | $660,376,097 |
Value of total assets at beginning of year | 2017-12-31 | $523,368,119 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $776,638 |
Total interest from all sources | 2017-12-31 | $470,328 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $23,672,504 |
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 | $23,305,138 |
Assets. Real estate other than employer real property at end of year | 2017-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2017-12-31 | $0 |
Administrative expenses professional fees incurred | 2017-12-31 | $44,600 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
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 | $37,619,935 |
Participant contributions at end of year | 2017-12-31 | $12,581,685 |
Participant contributions at beginning of year | 2017-12-31 | $10,829,432 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $621 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $15,104,736 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $12,311,087 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $14,028,825 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $1,880,595 |
Administrative expenses (other) incurred | 2017-12-31 | $598,190 |
Total non interest bearing cash at end of year | 2017-12-31 | $16 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $1,532 |
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 | $116,257,383 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $660,376,097 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $523,368,119 |
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 |
Assets. partnership/joint venture interests at end of year | 2017-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $1,931 |
Investment advisory and management fees | 2017-12-31 | $133,848 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $545,212,704 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $413,511,719 |
Interest on participant loans | 2017-12-31 | $470,328 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $51,804,442 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $53,672,164 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $56,697,398 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,112,461 |
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 |
Assets. Invements in employer securities at end of year | 2017-12-31 | $35,672,514 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $32,099,084 |
Contributions received in cash from employer | 2017-12-31 | $19,227,085 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $940,549 |
Income. Dividends from common stock | 2017-12-31 | $367,366 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $42,131,413 |
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 | 2017-12-31 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2017-12-31 | $7,445,190 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $7,393,248 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | HANCOCK ASKEW & CO LLP |
Accountancy firm EIN | 2017-12-31 | 580662558 |
2016 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $8,463,245 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $8,463,245 |
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 | $107,007,329 |
Total loss/gain on sale of assets | 2016-12-31 | $1,155,312 |
Total of all expenses incurred | 2016-12-31 | $46,900,270 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $46,159,467 |
Value of total corrective distributions | 2016-12-31 | $2,452 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $62,873,825 |
Value of total assets at end of year | 2016-12-31 | $523,368,119 |
Value of total assets at beginning of year | 2016-12-31 | $463,261,060 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $738,351 |
Total interest from all sources | 2016-12-31 | $414,138 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $13,646,379 |
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 | $13,270,319 |
Assets. Real estate other than employer real property at end of year | 2016-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2016-12-31 | $8,238 |
Administrative expenses professional fees incurred | 2016-12-31 | $44,525 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
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 | $35,272,796 |
Participant contributions at end of year | 2016-12-31 | $10,829,432 |
Participant contributions at beginning of year | 2016-12-31 | $10,311,371 |
Participant contributions at end of year | 2016-12-31 | $621 |
Participant contributions at beginning of year | 2016-12-31 | $323 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $12,311,087 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $12,352,848 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $8,982,638 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $494,101 |
Administrative expenses (other) incurred | 2016-12-31 | $586,433 |
Total non interest bearing cash at end of year | 2016-12-31 | $1,532 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $2,176 |
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 | $60,107,059 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $523,368,119 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $463,261,060 |
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 |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $1,931 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $0 |
Investment advisory and management fees | 2016-12-31 | $107,393 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $413,511,719 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $360,601,479 |
Interest on participant loans | 2016-12-31 | $414,138 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $53,672,164 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $49,715,681 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $18,970,558 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $989,771 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $32,099,084 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $29,182,998 |
Contributions received in cash from employer | 2016-12-31 | $18,618,391 |
Employer contributions (assets) at end of year | 2016-12-31 | $940,549 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,085,946 |
Income. Dividends from common stock | 2016-12-31 | $376,060 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $46,159,467 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2016-12-31 | $9,990,133 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $8,834,821 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | HANCOCK ASKEW & CO LLP |
Accountancy firm EIN | 2016-12-31 | 580662558 |
2015 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-627,450 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-627,450 |
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 | $55,066,100 |
Total loss/gain on sale of assets | 2015-12-31 | $-228,285 |
Total of all expenses incurred | 2015-12-31 | $44,610,633 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $43,821,879 |
Value of total corrective distributions | 2015-12-31 | $2,774 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $54,897,594 |
Value of total assets at end of year | 2015-12-31 | $463,261,060 |
Value of total assets at beginning of year | 2015-12-31 | $452,805,593 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $785,980 |
Total interest from all sources | 2015-12-31 | $389,311 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $15,380,381 |
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 | $14,965,947 |
Assets. Real estate other than employer real property at end of year | 2015-12-31 | $8,238 |
Assets. Real estate other than employer real property at beginning of year | 2015-12-31 | $6,761 |
Administrative expenses professional fees incurred | 2015-12-31 | $58,425 |
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 | $32,882,392 |
Participant contributions at end of year | 2015-12-31 | $10,311,371 |
Participant contributions at beginning of year | 2015-12-31 | $9,619,162 |
Participant contributions at end of year | 2015-12-31 | $323 |
Participant contributions at beginning of year | 2015-12-31 | $3,294 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $12,352,848 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $14,407,768 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $4,545,095 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Other income not declared elsewhere | 2015-12-31 | $-322,536 |
Administrative expenses (other) incurred | 2015-12-31 | $647,625 |
Total non interest bearing cash at end of year | 2015-12-31 | $2,176 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $3,451 |
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 | $10,455,467 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $463,261,060 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $452,805,593 |
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 |
Assets. partnership/joint venture interests at end of year | 2015-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $7,310 |
Investment advisory and management fees | 2015-12-31 | $79,930 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $360,601,479 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $340,717,332 |
Interest on participant loans | 2015-12-31 | $389,311 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $49,715,681 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $52,855,484 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-15,398,594 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $975,679 |
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 |
Assets. Invements in employer securities at end of year | 2015-12-31 | $29,182,998 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $34,167,658 |
Contributions received in cash from employer | 2015-12-31 | $17,470,107 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,085,946 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,017,373 |
Income. Dividends from common stock | 2015-12-31 | $414,434 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $43,821,879 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2015-12-31 | $12,914,052 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $13,142,337 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | HANCOCK ASKEW & CO LLP |
Accountancy firm EIN | 2015-12-31 | 580662558 |
2014 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $1,635,084 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $1,635,084 |
Total transfer of assets to this plan | 2014-12-31 | $2,713 |
Total transfer of assets from this plan | 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 | $408,206 |
Total income from all sources (including contributions) | 2014-12-31 | $75,760,883 |
Total loss/gain on sale of assets | 2014-12-31 | $14,193 |
Total of all expenses incurred | 2014-12-31 | $48,998,321 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $47,824,357 |
Value of total corrective distributions | 2014-12-31 | $408,922 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $50,091,371 |
Value of total assets at end of year | 2014-12-31 | $452,805,593 |
Value of total assets at beginning of year | 2014-12-31 | $426,448,524 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $765,042 |
Total interest from all sources | 2014-12-31 | $352,001 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $15,944,716 |
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 | $15,480,130 |
Assets. Real estate other than employer real property at end of year | 2014-12-31 | $6,761 |
Assets. Real estate other than employer real property at beginning of year | 2014-12-31 | $0 |
Administrative expenses professional fees incurred | 2014-12-31 | $35,009 |
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 | $29,110,655 |
Participant contributions at end of year | 2014-12-31 | $9,619,162 |
Participant contributions at beginning of year | 2014-12-31 | $9,280,621 |
Participant contributions at end of year | 2014-12-31 | $3,294 |
Participant contributions at beginning of year | 2014-12-31 | $13,923 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $14,407,768 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $12,991,893 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $5,357,205 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Other income not declared elsewhere | 2014-12-31 | $903,846 |
Administrative expenses (other) incurred | 2014-12-31 | $628,904 |
Total non interest bearing cash at end of year | 2014-12-31 | $3,451 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
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 | $26,762,562 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $452,805,593 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $426,040,318 |
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 |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $7,310 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $9,375 |
Investment advisory and management fees | 2014-12-31 | $101,129 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $340,717,332 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $307,368,187 |
Interest on participant loans | 2014-12-31 | $352,001 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $52,855,484 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $51,120,587 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $5,971,792 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $847,880 |
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 |
Assets. Invements in employer securities at end of year | 2014-12-31 | $34,167,658 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $39,509,500 |
Contributions received in cash from employer | 2014-12-31 | $15,623,511 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,017,373 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $6,154,438 |
Income. Dividends from common stock | 2014-12-31 | $464,586 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $47,824,357 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $408,206 |
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 |
Aggregate proceeds on sale of assets | 2014-12-31 | $11,267,492 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $11,253,299 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | HANCOCK ASKEW & CO LLP |
Accountancy firm EIN | 2014-12-31 | 580662558 |
2013 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $5,854,429 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $5,854,429 |
Total transfer of assets to this plan | 2013-12-31 | $35,934,187 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $408,206 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $90,045 |
Total income from all sources (including contributions) | 2013-12-31 | $103,010,279 |
Total loss/gain on sale of assets | 2013-12-31 | $1,054,379 |
Total of all expenses incurred | 2013-12-31 | $53,382,382 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $52,669,308 |
Value of total corrective distributions | 2013-12-31 | $108,916 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $42,050,677 |
Value of total assets at end of year | 2013-12-31 | $426,448,524 |
Value of total assets at beginning of year | 2013-12-31 | $340,568,279 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $604,158 |
Total interest from all sources | 2013-12-31 | $321,253 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $8,175,946 |
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 | $7,744,746 |
Administrative expenses professional fees incurred | 2013-12-31 | $41,075 |
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 | Yes |
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 | $22,768,259 |
Participant contributions at end of year | 2013-12-31 | $9,280,621 |
Participant contributions at beginning of year | 2013-12-31 | $7,351,303 |
Participant contributions at end of year | 2013-12-31 | $13,923 |
Participant contributions at beginning of year | 2013-12-31 | $12,238 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $12,991,893 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $14,747,209 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $4,816,523 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $14,375 |
Other income not declared elsewhere | 2013-12-31 | $1,361,530 |
Administrative expenses (other) incurred | 2013-12-31 | $461,482 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $978 |
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 | $49,627,897 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $426,040,318 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $340,478,234 |
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 |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $9,375 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $0 |
Investment advisory and management fees | 2013-12-31 | $101,601 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $307,368,187 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $227,517,645 |
Interest on participant loans | 2013-12-31 | $321,253 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $51,120,587 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $53,738,462 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $43,272,949 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $919,116 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $39,509,500 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $30,848,588 |
Contributions received in cash from employer | 2013-12-31 | $14,465,895 |
Employer contributions (assets) at end of year | 2013-12-31 | $6,154,438 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $6,337,481 |
Income. Dividends from common stock | 2013-12-31 | $431,200 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $52,669,308 |
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 | 2013-12-31 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $408,206 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $90,045 |
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 |
Aggregate proceeds on sale of assets | 2013-12-31 | $5,968,132 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $4,913,753 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | HANCOCK ASKEW & CO LLP |
Accountancy firm EIN | 2013-12-31 | 580662558 |
2012 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $2,878,373 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $2,878,373 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $90,045 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $296,034 |
Total income from all sources (including contributions) | 2012-12-31 | $72,326,917 |
Total loss/gain on sale of assets | 2012-12-31 | $589,356 |
Total of all expenses incurred | 2012-12-31 | $24,221,797 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $24,043,171 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $39,475,235 |
Value of total assets at end of year | 2012-12-31 | $340,568,279 |
Value of total assets at beginning of year | 2012-12-31 | $292,669,148 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $178,626 |
Total interest from all sources | 2012-12-31 | $1,970,212 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $5,198,310 |
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 | $4,799,638 |
Administrative expenses professional fees incurred | 2012-12-31 | $21,060 |
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 | No |
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 | $21,022,004 |
Participant contributions at end of year | 2012-12-31 | $7,351,303 |
Participant contributions at beginning of year | 2012-12-31 | $7,037,982 |
Participant contributions at end of year | 2012-12-31 | $12,238 |
Participant contributions at beginning of year | 2012-12-31 | $9,469 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $14,747,209 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $10,535,673 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $4,440,436 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $14,375 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $128,557 |
Other income not declared elsewhere | 2012-12-31 | $1,176,144 |
Administrative expenses (other) incurred | 2012-12-31 | $50,481 |
Total non interest bearing cash at end of year | 2012-12-31 | $978 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $2,279 |
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 | $48,105,120 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $340,478,234 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $292,373,114 |
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 | $107,085 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $227,517,645 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $189,232,054 |
Interest on participant loans | 2012-12-31 | $293,778 |
Interest earned on other investments | 2012-12-31 | $1,676,434 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $53,738,462 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $52,148,258 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $20,564,601 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $474,686 |
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 |
Assets. Invements in employer securities at end of year | 2012-12-31 | $30,848,588 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $28,437,243 |
Contributions received in cash from employer | 2012-12-31 | $14,012,795 |
Employer contributions (assets) at end of year | 2012-12-31 | $6,337,481 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $5,137,633 |
Income. Dividends from common stock | 2012-12-31 | $398,672 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $24,043,171 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $90,045 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $296,034 |
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 | Yes |
Aggregate proceeds on sale of assets | 2012-12-31 | $5,505,036 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $4,915,680 |
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 | HANCOCK ASKEW & CO LLP |
Accountancy firm EIN | 2012-12-31 | 580662558 |
2011 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-1,705,946 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-1,705,946 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $296,034 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $234,724 |
Total income from all sources (including contributions) | 2011-12-31 | $31,316,014 |
Total loss/gain on sale of assets | 2011-12-31 | $835,023 |
Total of all expenses incurred | 2011-12-31 | $24,936,470 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $24,551,546 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $13,500 |
Value of total corrective distributions | 2011-12-31 | $264,097 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $33,514,562 |
Value of total assets at end of year | 2011-12-31 | $292,669,148 |
Value of total assets at beginning of year | 2011-12-31 | $286,228,294 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $107,327 |
Total interest from all sources | 2011-12-31 | $1,884,203 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $4,466,395 |
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 | $4,057,306 |
Administrative expenses professional fees incurred | 2011-12-31 | $16,500 |
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 | No |
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 | $17,961,836 |
Participant contributions at end of year | 2011-12-31 | $7,037,982 |
Participant contributions at beginning of year | 2011-12-31 | $6,564,616 |
Participant contributions at end of year | 2011-12-31 | $9,469 |
Participant contributions at beginning of year | 2011-12-31 | $13,555 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $10,535,673 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $12,378,497 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $3,822,758 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $128,557 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $133,865 |
Other income not declared elsewhere | 2011-12-31 | $-1,127,559 |
Administrative expenses (other) incurred | 2011-12-31 | $48,750 |
Total non interest bearing cash at end of year | 2011-12-31 | $2,279 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $1,324 |
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 | $6,379,544 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $292,373,114 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $285,993,570 |
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 | $42,077 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $189,232,054 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $177,948,158 |
Interest on participant loans | 2011-12-31 | $300,522 |
Interest earned on other investments | 2011-12-31 | $1,583,681 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $52,148,258 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $54,442,783 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-7,596,292 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $1,045,628 |
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 |
Assets. Invements in employer securities at end of year | 2011-12-31 | $28,437,243 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $30,146,164 |
Contributions received in cash from employer | 2011-12-31 | $11,729,968 |
Employer contributions (assets) at end of year | 2011-12-31 | $5,137,633 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $4,599,332 |
Income. Dividends from common stock | 2011-12-31 | $409,089 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $24,551,546 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $296,034 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $234,724 |
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 | Yes |
Aggregate proceeds on sale of assets | 2011-12-31 | $10,262,149 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $9,427,126 |
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 | HANCOCK ASKEW & CO LLP |
Accountancy firm EIN | 2011-12-31 | 580662558 |
2010 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $8,545,925 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $8,545,925 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $234,724 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $33,480 |
Total income from all sources (including contributions) | 2010-12-31 | $62,412,020 |
Total loss/gain on sale of assets | 2010-12-31 | $1,539,411 |
Total of all expenses incurred | 2010-12-31 | $19,378,079 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $19,221,195 |
Value of total corrective distributions | 2010-12-31 | $66,718 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $29,793,639 |
Value of total assets at end of year | 2010-12-31 | $286,228,294 |
Value of total assets at beginning of year | 2010-12-31 | $242,993,109 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $90,166 |
Total interest from all sources | 2010-12-31 | $1,461,016 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $2,686,734 |
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 | $2,610,606 |
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 | $17,300,924 |
Participant contributions at end of year | 2010-12-31 | $6,564,616 |
Participant contributions at beginning of year | 2010-12-31 | $5,689,580 |
Participant contributions at end of year | 2010-12-31 | $13,555 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $12,378,497 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $9,004,749 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $1,274,611 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $133,865 |
Other income not declared elsewhere | 2010-12-31 | $682,396 |
Administrative expenses (other) incurred | 2010-12-31 | $41,475 |
Total non interest bearing cash at end of year | 2010-12-31 | $1,324 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $1,007,123 |
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 | $43,033,941 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $285,993,570 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $242,959,629 |
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 | $48,691 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $177,948,158 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $141,626,450 |
Interest on participant loans | 2010-12-31 | $309,892 |
Interest earned on other investments | 2010-12-31 | $1,151,124 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $54,442,783 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $53,588,750 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $16,329,396 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $1,373,352 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $151 |
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 |
Assets. Invements in employer securities at end of year | 2010-12-31 | $30,146,164 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $27,343,759 |
Contributions received in cash from employer | 2010-12-31 | $11,218,104 |
Employer contributions (assets) at end of year | 2010-12-31 | $4,599,332 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $4,732,698 |
Income. Dividends from common stock | 2010-12-31 | $76,128 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $19,221,195 |
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 | 2010-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $234,724 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $33,480 |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $11,330,194 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $9,790,783 |
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 | HANCOCK ASKEW & CO LLP |
Accountancy firm EIN | 2010-12-31 | 580662558 |
2009 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 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 |
2022: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 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: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
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: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 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: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 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: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 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: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 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: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 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: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 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: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | Yes |
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: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
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: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 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: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 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 |
2009: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 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 – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |