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BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameBROWN & BROWN, INC EMPLOYEE SAVINGS PLAN
Plan identification number 002

BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BROWN & BROWN INC has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01JAMES LANNI
0022017-01-01JAMES LANNI
0022016-01-01JAMES LANNI
0022015-01-01JAMES LANNI
0022014-01-01JAMES LANNI
0022014-01-01JAMES LANNI
0022013-01-01JAMES LANNI
0022012-01-01CORY WALKER
0022011-01-01CORY WALKER
0022009-01-01CORY WALKER

Plan Statistics for BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0113,980
Total number of active participants reported on line 7a of the Form 55002022-01-0111,793
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012,985
Total of all active and inactive participants2022-01-0114,778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0149
Total participants2022-01-0114,827
Number of participants with account balances2022-01-0112,185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0113,042
Total number of active participants reported on line 7a of the Form 55002021-01-0111,313
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012,624
Total of all active and inactive participants2021-01-0113,937
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0143
Total participants2021-01-0113,980
Number of participants with account balances2021-01-0111,560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0112,212
Total number of active participants reported on line 7a of the Form 55002020-01-0110,673
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012,330
Total of all active and inactive participants2020-01-0113,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0139
Total participants2020-01-0113,042
Number of participants with account balances2020-01-0110,867
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0111,516
Total number of active participants reported on line 7a of the Form 55002019-01-019,940
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012,235
Total of all active and inactive participants2019-01-0112,175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0137
Total participants2019-01-0112,212
Number of participants with account balances2019-01-0110,307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0197
2018: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0110,330
Total number of active participants reported on line 7a of the Form 55002018-01-019,462
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012,020
Total of all active and inactive participants2018-01-0111,482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0134
Total participants2018-01-0111,516
Number of participants with account balances2018-01-019,182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01289
2017: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110,456
Total number of active participants reported on line 7a of the Form 55002017-01-018,446
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,856
Total of all active and inactive participants2017-01-0110,302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0128
Total participants2017-01-0110,330
Number of participants with account balances2017-01-018,912
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01500
2016: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-019,989
Total number of active participants reported on line 7a of the Form 55002016-01-018,170
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012,261
Total of all active and inactive participants2016-01-0110,431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0125
Total participants2016-01-0110,456
Number of participants with account balances2016-01-019,470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01873
2015: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019,149
Total number of active participants reported on line 7a of the Form 55002015-01-017,785
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012,173
Total of all active and inactive participants2015-01-019,958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0131
Total participants2015-01-019,989
Number of participants with account balances2015-01-019,060
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01810
2014: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,320
Total number of active participants reported on line 7a of the Form 55002014-01-017,552
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,579
Total of all active and inactive participants2014-01-019,131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0118
Total participants2014-01-019,149
Number of participants with account balances2014-01-018,020
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01742
2013: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,876
Total number of active participants reported on line 7a of the Form 55002013-01-016,962
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,342
Total of all active and inactive participants2013-01-018,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0116
Total participants2013-01-018,320
Number of participants with account balances2013-01-017,344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01672
2012: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,558
Total number of active participants reported on line 7a of the Form 55002012-01-016,527
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,342
Total of all active and inactive participants2012-01-017,869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-017,876
Number of participants with account balances2012-01-016,626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01595
2011: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016,301
Total number of active participants reported on line 7a of the Form 55002011-01-015,447
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,110
Total of all active and inactive participants2011-01-016,557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-016,558
Number of participants with account balances2011-01-015,825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01507
2009: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,832
Total number of active participants reported on line 7a of the Form 55002009-01-015,159
Number of retired or separated participants receiving benefits2009-01-0118
Number of other retired or separated participants entitled to future benefits2009-01-01916
Total of all active and inactive participants2009-01-016,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-016,097
Number of participants with account balances2009-01-015,821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01424

Financial Data on BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN

Measure Date Value
2022 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-12,763,005
Total unrealized appreciation/depreciation of assets2022-12-31$-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 assets2022-12-31$-1,447,261
Total of all expenses incurred2022-12-31$97,688,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$96,825,779
Value of total corrective distributions2022-12-31$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 year2022-12-31$1,221,262,447
Value of total assets at beginning of year2022-12-31$1,416,147,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$844,847
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$37,464,623
Administrative expenses professional fees incurred2022-12-31$42,225
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$76,133,613
Participant contributions at end of year2022-12-31$16,084,411
Participant contributions at beginning of year2022-12-31$14,849,735
Participant contributions at end of year2022-12-31$141
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$45,042,191
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$48,415,144
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$25,060,514
Other income not declared elsewhere2022-12-31$-10,370,667
Administrative expenses (other) incurred2022-12-31$584,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$49,734
Assets. partnership/joint venture interests at beginning of year2022-12-31$78,629
Investment advisory and management fees2022-12-31$218,054
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,015,785,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,201,473,865
Interest on participant loans2022-12-31$668,018
Value of interest in common/collective trusts at end of year2022-12-31$78,949,046
Value of interest in common/collective trusts at beginning of year2022-12-31$76,222,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-251,699,247
Net investment gain or loss from common/collective trusts2022-12-31$1,701,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$62,998,677
Assets. Invements in employer securities at beginning of year2022-12-31$75,108,110
Contributions received in cash from employer2022-12-31$37,609,749
Employer contributions (assets) at end of year2022-12-31$2,352,418
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from common stock2022-12-31$444,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$96,825,779
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$13,839,830
Aggregate carrying amount (costs) on sale of assets2022-12-31$15,287,091
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2022-12-31580662558
2021 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$22,851,859
Total unrealized appreciation/depreciation of assets2021-12-31$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 assets2021-12-31$1,914,493
Total of all expenses incurred2021-12-31$86,272,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$85,329,099
Expenses. Certain deemed distributions of participant loans2021-12-31$531
Value of total corrective distributions2021-12-31$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 year2021-12-31$1,416,147,795
Value of total assets at beginning of year2021-12-31$1,190,273,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$921,885
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$70,596,803
Administrative expenses professional fees incurred2021-12-31$38,525
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$67,450,761
Participant contributions at end of year2021-12-31$14,849,735
Participant contributions at beginning of year2021-12-31$15,136,704
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$84
Assets. Other investments not covered elsewhere at end of year2021-12-31$48,415,144
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$37,803,096
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$23,008,571
Other income not declared elsewhere2021-12-31$5,227,395
Administrative expenses (other) incurred2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$78,629
Assets. partnership/joint venture interests at beginning of year2021-12-31$18,182
Investment advisory and management fees2021-12-31$203,592
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,201,473,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,004,828,857
Interest on participant loans2021-12-31$705,570
Value of interest in common/collective trusts at end of year2021-12-31$76,222,310
Value of interest in common/collective trusts at beginning of year2021-12-31$77,734,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$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 trusts2021-12-31$1,632,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$75,108,110
Assets. Invements in employer securities at beginning of year2021-12-31$53,323,434
Contributions received in cash from employer2021-12-31$33,474,631
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$1,429,331
Income. Dividends from common stock2021-12-31$402,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$85,329,099
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$19,909,734
Aggregate carrying amount (costs) on sale of assets2021-12-31$17,995,241
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2021-12-31580662558
2020 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$8,418,846
Total unrealized appreciation/depreciation of assets2020-12-31$8,418,846
Total transfer of assets to this plan2020-12-31$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 assets2020-12-31$1,638,231
Total of all expenses incurred2020-12-31$80,526,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$79,679,584
Value of total corrective distributions2020-12-31$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 year2020-12-31$1,190,273,791
Value of total assets at beginning of year2020-12-31$834,387,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$837,505
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$36,582,145
Administrative expenses professional fees incurred2020-12-31$50,889
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$60,833,072
Participant contributions at end of year2020-12-31$15,136,704
Participant contributions at beginning of year2020-12-31$15,852,670
Participant contributions at end of year2020-12-31$84
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$37,803,096
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$19,878,733
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$18,238,369
Other income not declared elsewhere2020-12-31$5,048,384
Administrative expenses (other) incurred2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$18,182
Assets. partnership/joint venture interests at beginning of year2020-12-31$36,040
Investment advisory and management fees2020-12-31$221,561
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,004,828,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$689,420,577
Interest on participant loans2020-12-31$824,288
Value of interest in common/collective trusts at end of year2020-12-31$77,734,101
Value of interest in common/collective trusts at beginning of year2020-12-31$56,896,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$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 trusts2020-12-31$1,665,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$53,323,434
Assets. Invements in employer securities at beginning of year2020-12-31$52,303,271
Contributions received in cash from employer2020-12-31$30,980,585
Employer contributions (assets) at end of year2020-12-31$1,429,331
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from common stock2020-12-31$417,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$79,679,584
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$25,013,524
Aggregate carrying amount (costs) on sale of assets2020-12-31$23,375,293
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2020-12-31580662558
2019 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$13,509,840
Total unrealized appreciation/depreciation of assets2019-12-31$13,509,840
Total transfer of assets to this plan2019-12-31$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 assets2019-12-31$2,194,830
Total of all expenses incurred2019-12-31$62,386,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$61,638,258
Value of total corrective distributions2019-12-31$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 year2019-12-31$834,387,299
Value of total assets at beginning of year2019-12-31$646,243,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$742,337
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$25,789,390
Administrative expenses professional fees incurred2019-12-31$27,700
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$53,655,956
Participant contributions at end of year2019-12-31$15,852,670
Participant contributions at beginning of year2019-12-31$13,383,484
Assets. Other investments not covered elsewhere at end of year2019-12-31$19,878,733
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$14,661,723
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$16,140,502
Other income not declared elsewhere2019-12-31$3,511,428
Administrative expenses (other) incurred2019-12-31$588,636
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$36,040
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$126,001
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$689,420,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$526,669,967
Interest on participant loans2019-12-31$704,834
Value of interest in common/collective trusts at end of year2019-12-31$56,896,008
Value of interest in common/collective trusts at beginning of year2019-12-31$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 trusts2019-12-31$1,401,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$52,303,271
Assets. Invements in employer securities at beginning of year2019-12-31$37,499,919
Contributions received in cash from employer2019-12-31$27,499,104
Income. Dividends from common stock2019-12-31$429,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$61,638,258
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$10,412,149
Aggregate carrying amount (costs) on sale of assets2019-12-31$8,217,319
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31HANCOCK ASKEW & CO, LLP
Accountancy firm EIN2019-12-31580662558
2018 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$2,148,471
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$412,278
Total of all expenses incurred2018-12-31$54,698,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$53,784,188
Expenses. Certain deemed distributions of participant loans2018-12-31$19,163
Value of total corrective distributions2018-12-31$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 year2018-12-31$646,243,275
Value of total assets at beginning of year2018-12-31$660,376,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$889,481
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$27,763,969
Administrative expenses professional fees incurred2018-12-31$84,580
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$41,983,267
Participant contributions at end of year2018-12-31$13,383,484
Participant contributions at beginning of year2018-12-31$12,581,685
Assets. Other investments not covered elsewhere at end of year2018-12-31$14,661,723
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$15,104,736
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,588,107
Other income not declared elsewhere2018-12-31$-744,335
Administrative expenses (other) incurred2018-12-31$709,642
Total non interest bearing cash at end of year2018-12-31$401
Total non interest bearing cash at beginning of year2018-12-31$16
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$95,259
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$526,669,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$545,212,704
Interest on participant loans2018-12-31$587,563
Value of interest in common/collective trusts at end of year2018-12-31$54,027,781
Value of interest in common/collective trusts at beginning of year2018-12-31$51,804,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-65,769,172
Net investment gain or loss from common/collective trusts2018-12-31$1,322,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$37,499,919
Assets. Invements in employer securities at beginning of year2018-12-31$35,672,514
Contributions received in cash from employer2018-12-31$21,879,468
Income. Dividends from common stock2018-12-31$393,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$53,784,188
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$6,487,090
Aggregate carrying amount (costs) on sale of assets2018-12-31$6,074,812
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31HANCOCK ASKEW & CO, LLP
Accountancy firm EIN2018-12-31580662558
2017 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$4,404,599
Total unrealized appreciation/depreciation of assets2017-12-31$4,404,599
Total transfer of assets to this plan2017-12-31$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 assets2017-12-31$51,942
Total of all expenses incurred2017-12-31$42,908,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$42,131,413
Value of total corrective distributions2017-12-31$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 year2017-12-31$660,376,097
Value of total assets at beginning of year2017-12-31$523,368,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$776,638
Total interest from all sources2017-12-31$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 year2017-12-31No
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 year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$44,600
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$37,619,935
Participant contributions at end of year2017-12-31$12,581,685
Participant contributions at beginning of year2017-12-31$10,829,432
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$621
Assets. Other investments not covered elsewhere at end of year2017-12-31$15,104,736
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$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 year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$1,880,595
Administrative expenses (other) incurred2017-12-31$598,190
Total non interest bearing cash at end of year2017-12-31$16
Total non interest bearing cash at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$1,931
Investment advisory and management fees2017-12-31$133,848
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$545,212,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$413,511,719
Interest on participant loans2017-12-31$470,328
Value of interest in common/collective trusts at end of year2017-12-31$51,804,442
Value of interest in common/collective trusts at beginning of year2017-12-31$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 trusts2017-12-31$1,112,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$35,672,514
Assets. Invements in employer securities at beginning of year2017-12-31$32,099,084
Contributions received in cash from employer2017-12-31$19,227,085
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$940,549
Income. Dividends from common stock2017-12-31$367,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$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 2520.101-32017-12-31Yes
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$7,445,190
Aggregate carrying amount (costs) on sale of assets2017-12-31$7,393,248
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31HANCOCK ASKEW & CO LLP
Accountancy firm EIN2017-12-31580662558
2016 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$8,463,245
Total unrealized appreciation/depreciation of assets2016-12-31$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 assets2016-12-31$1,155,312
Total of all expenses incurred2016-12-31$46,900,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$46,159,467
Value of total corrective distributions2016-12-31$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 year2016-12-31$523,368,119
Value of total assets at beginning of year2016-12-31$463,261,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$738,351
Total interest from all sources2016-12-31$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 year2016-12-31No
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 year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$8,238
Administrative expenses professional fees incurred2016-12-31$44,525
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$35,272,796
Participant contributions at end of year2016-12-31$10,829,432
Participant contributions at beginning of year2016-12-31$10,311,371
Participant contributions at end of year2016-12-31$621
Participant contributions at beginning of year2016-12-31$323
Assets. Other investments not covered elsewhere at end of year2016-12-31$12,311,087
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$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 year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$494,101
Administrative expenses (other) incurred2016-12-31$586,433
Total non interest bearing cash at end of year2016-12-31$1,532
Total non interest bearing cash at beginning of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$1,931
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$107,393
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$413,511,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$360,601,479
Interest on participant loans2016-12-31$414,138
Value of interest in common/collective trusts at end of year2016-12-31$53,672,164
Value of interest in common/collective trusts at beginning of year2016-12-31$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 trusts2016-12-31$989,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$32,099,084
Assets. Invements in employer securities at beginning of year2016-12-31$29,182,998
Contributions received in cash from employer2016-12-31$18,618,391
Employer contributions (assets) at end of year2016-12-31$940,549
Employer contributions (assets) at beginning of year2016-12-31$1,085,946
Income. Dividends from common stock2016-12-31$376,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$46,159,467
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$9,990,133
Aggregate carrying amount (costs) on sale of assets2016-12-31$8,834,821
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31HANCOCK ASKEW & CO LLP
Accountancy firm EIN2016-12-31580662558
2015 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-627,450
Total unrealized appreciation/depreciation of assets2015-12-31$-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$55,066,100
Total loss/gain on sale of assets2015-12-31$-228,285
Total of all expenses incurred2015-12-31$44,610,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$43,821,879
Value of total corrective distributions2015-12-31$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 year2015-12-31$463,261,060
Value of total assets at beginning of year2015-12-31$452,805,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$785,980
Total interest from all sources2015-12-31$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 year2015-12-31No
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 year2015-12-31$8,238
Assets. Real estate other than employer real property at beginning of year2015-12-31$6,761
Administrative expenses professional fees incurred2015-12-31$58,425
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$32,882,392
Participant contributions at end of year2015-12-31$10,311,371
Participant contributions at beginning of year2015-12-31$9,619,162
Participant contributions at end of year2015-12-31$323
Participant contributions at beginning of year2015-12-31$3,294
Assets. Other investments not covered elsewhere at end of year2015-12-31$12,352,848
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$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 year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$-322,536
Administrative expenses (other) incurred2015-12-31$647,625
Total non interest bearing cash at end of year2015-12-31$2,176
Total non interest bearing cash at beginning of year2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$7,310
Investment advisory and management fees2015-12-31$79,930
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$360,601,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$340,717,332
Interest on participant loans2015-12-31$389,311
Value of interest in common/collective trusts at end of year2015-12-31$49,715,681
Value of interest in common/collective trusts at beginning of year2015-12-31$52,855,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-15,398,594
Net investment gain or loss from common/collective trusts2015-12-31$975,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$29,182,998
Assets. Invements in employer securities at beginning of year2015-12-31$34,167,658
Contributions received in cash from employer2015-12-31$17,470,107
Employer contributions (assets) at end of year2015-12-31$1,085,946
Employer contributions (assets) at beginning of year2015-12-31$1,017,373
Income. Dividends from common stock2015-12-31$414,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$43,821,879
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$12,914,052
Aggregate carrying amount (costs) on sale of assets2015-12-31$13,142,337
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31HANCOCK ASKEW & CO LLP
Accountancy firm EIN2015-12-31580662558
2014 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,635,084
Total unrealized appreciation/depreciation of assets2014-12-31$1,635,084
Total transfer of assets to this plan2014-12-31$2,713
Total transfer of assets from this plan2014-12-31$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 assets2014-12-31$14,193
Total of all expenses incurred2014-12-31$48,998,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$47,824,357
Value of total corrective distributions2014-12-31$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 year2014-12-31$452,805,593
Value of total assets at beginning of year2014-12-31$426,448,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$765,042
Total interest from all sources2014-12-31$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 year2014-12-31No
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 year2014-12-31$6,761
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$35,009
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$29,110,655
Participant contributions at end of year2014-12-31$9,619,162
Participant contributions at beginning of year2014-12-31$9,280,621
Participant contributions at end of year2014-12-31$3,294
Participant contributions at beginning of year2014-12-31$13,923
Assets. Other investments not covered elsewhere at end of year2014-12-31$14,407,768
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$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 year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$903,846
Administrative expenses (other) incurred2014-12-31$628,904
Total non interest bearing cash at end of year2014-12-31$3,451
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$7,310
Assets. partnership/joint venture interests at beginning of year2014-12-31$9,375
Investment advisory and management fees2014-12-31$101,129
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$340,717,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$307,368,187
Interest on participant loans2014-12-31$352,001
Value of interest in common/collective trusts at end of year2014-12-31$52,855,484
Value of interest in common/collective trusts at beginning of year2014-12-31$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 trusts2014-12-31$847,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$34,167,658
Assets. Invements in employer securities at beginning of year2014-12-31$39,509,500
Contributions received in cash from employer2014-12-31$15,623,511
Employer contributions (assets) at end of year2014-12-31$1,017,373
Employer contributions (assets) at beginning of year2014-12-31$6,154,438
Income. Dividends from common stock2014-12-31$464,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$47,824,357
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$408,206
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$11,267,492
Aggregate carrying amount (costs) on sale of assets2014-12-31$11,253,299
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31HANCOCK ASKEW & CO LLP
Accountancy firm EIN2014-12-31580662558
2013 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$5,854,429
Total unrealized appreciation/depreciation of assets2013-12-31$5,854,429
Total transfer of assets to this plan2013-12-31$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 assets2013-12-31$1,054,379
Total of all expenses incurred2013-12-31$53,382,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$52,669,308
Value of total corrective distributions2013-12-31$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 year2013-12-31$426,448,524
Value of total assets at beginning of year2013-12-31$340,568,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$604,158
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$7,744,746
Administrative expenses professional fees incurred2013-12-31$41,075
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$22,768,259
Participant contributions at end of year2013-12-31$9,280,621
Participant contributions at beginning of year2013-12-31$7,351,303
Participant contributions at end of year2013-12-31$13,923
Participant contributions at beginning of year2013-12-31$12,238
Assets. Other investments not covered elsewhere at end of year2013-12-31$12,991,893
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$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 year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$14,375
Other income not declared elsewhere2013-12-31$1,361,530
Administrative expenses (other) incurred2013-12-31$461,482
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$9,375
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$101,601
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$307,368,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$227,517,645
Interest on participant loans2013-12-31$321,253
Value of interest in common/collective trusts at end of year2013-12-31$51,120,587
Value of interest in common/collective trusts at beginning of year2013-12-31$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 trusts2013-12-31$919,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$39,509,500
Assets. Invements in employer securities at beginning of year2013-12-31$30,848,588
Contributions received in cash from employer2013-12-31$14,465,895
Employer contributions (assets) at end of year2013-12-31$6,154,438
Employer contributions (assets) at beginning of year2013-12-31$6,337,481
Income. Dividends from common stock2013-12-31$431,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$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 2520.101-32013-12-31Yes
Liabilities. Value of benefit claims payable at end of year2013-12-31$408,206
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$90,045
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$5,968,132
Aggregate carrying amount (costs) on sale of assets2013-12-31$4,913,753
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31HANCOCK ASKEW & CO LLP
Accountancy firm EIN2013-12-31580662558
2012 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,878,373
Total unrealized appreciation/depreciation of assets2012-12-31$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 assets2012-12-31$589,356
Total of all expenses incurred2012-12-31$24,221,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$340,568,279
Value of total assets at beginning of year2012-12-31$292,669,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$178,626
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,799,638
Administrative expenses professional fees incurred2012-12-31$21,060
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$21,022,004
Participant contributions at end of year2012-12-31$7,351,303
Participant contributions at beginning of year2012-12-31$7,037,982
Participant contributions at end of year2012-12-31$12,238
Participant contributions at beginning of year2012-12-31$9,469
Assets. Other investments not covered elsewhere at end of year2012-12-31$14,747,209
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$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 year2012-12-31$14,375
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$128,557
Other income not declared elsewhere2012-12-31$1,176,144
Administrative expenses (other) incurred2012-12-31$50,481
Total non interest bearing cash at end of year2012-12-31$978
Total non interest bearing cash at beginning of year2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$107,085
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$227,517,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$189,232,054
Interest on participant loans2012-12-31$293,778
Interest earned on other investments2012-12-31$1,676,434
Value of interest in common/collective trusts at end of year2012-12-31$53,738,462
Value of interest in common/collective trusts at beginning of year2012-12-31$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 trusts2012-12-31$474,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$30,848,588
Assets. Invements in employer securities at beginning of year2012-12-31$28,437,243
Contributions received in cash from employer2012-12-31$14,012,795
Employer contributions (assets) at end of year2012-12-31$6,337,481
Employer contributions (assets) at beginning of year2012-12-31$5,137,633
Income. Dividends from common stock2012-12-31$398,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$24,043,171
Liabilities. Value of benefit claims payable at end of year2012-12-31$90,045
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$296,034
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31Yes
Aggregate proceeds on sale of assets2012-12-31$5,505,036
Aggregate carrying amount (costs) on sale of assets2012-12-31$4,915,680
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31HANCOCK ASKEW & CO LLP
Accountancy firm EIN2012-12-31580662558
2011 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,705,946
Total unrealized appreciation/depreciation of assets2011-12-31$-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 assets2011-12-31$835,023
Total of all expenses incurred2011-12-31$24,936,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$24,551,546
Expenses. Certain deemed distributions of participant loans2011-12-31$13,500
Value of total corrective distributions2011-12-31$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 year2011-12-31$292,669,148
Value of total assets at beginning of year2011-12-31$286,228,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$107,327
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$4,057,306
Administrative expenses professional fees incurred2011-12-31$16,500
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$17,961,836
Participant contributions at end of year2011-12-31$7,037,982
Participant contributions at beginning of year2011-12-31$6,564,616
Participant contributions at end of year2011-12-31$9,469
Participant contributions at beginning of year2011-12-31$13,555
Assets. Other investments not covered elsewhere at end of year2011-12-31$10,535,673
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$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 year2011-12-31$128,557
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$133,865
Other income not declared elsewhere2011-12-31$-1,127,559
Administrative expenses (other) incurred2011-12-31$48,750
Total non interest bearing cash at end of year2011-12-31$2,279
Total non interest bearing cash at beginning of year2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$42,077
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$189,232,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$177,948,158
Interest on participant loans2011-12-31$300,522
Interest earned on other investments2011-12-31$1,583,681
Value of interest in common/collective trusts at end of year2011-12-31$52,148,258
Value of interest in common/collective trusts at beginning of year2011-12-31$54,442,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-7,596,292
Net investment gain or loss from common/collective trusts2011-12-31$1,045,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$28,437,243
Assets. Invements in employer securities at beginning of year2011-12-31$30,146,164
Contributions received in cash from employer2011-12-31$11,729,968
Employer contributions (assets) at end of year2011-12-31$5,137,633
Employer contributions (assets) at beginning of year2011-12-31$4,599,332
Income. Dividends from common stock2011-12-31$409,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$24,551,546
Liabilities. Value of benefit claims payable at end of year2011-12-31$296,034
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$234,724
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31Yes
Aggregate proceeds on sale of assets2011-12-31$10,262,149
Aggregate carrying amount (costs) on sale of assets2011-12-31$9,427,126
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31HANCOCK ASKEW & CO LLP
Accountancy firm EIN2011-12-31580662558
2010 : BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$8,545,925
Total unrealized appreciation/depreciation of assets2010-12-31$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 assets2010-12-31$1,539,411
Total of all expenses incurred2010-12-31$19,378,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$19,221,195
Value of total corrective distributions2010-12-31$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 year2010-12-31$286,228,294
Value of total assets at beginning of year2010-12-31$242,993,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$90,166
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,610,606
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$17,300,924
Participant contributions at end of year2010-12-31$6,564,616
Participant contributions at beginning of year2010-12-31$5,689,580
Participant contributions at end of year2010-12-31$13,555
Assets. Other investments not covered elsewhere at end of year2010-12-31$12,378,497
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$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 year2010-12-31$133,865
Other income not declared elsewhere2010-12-31$682,396
Administrative expenses (other) incurred2010-12-31$41,475
Total non interest bearing cash at end of year2010-12-31$1,324
Total non interest bearing cash at beginning of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$48,691
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$177,948,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$141,626,450
Interest on participant loans2010-12-31$309,892
Interest earned on other investments2010-12-31$1,151,124
Value of interest in common/collective trusts at end of year2010-12-31$54,442,783
Value of interest in common/collective trusts at beginning of year2010-12-31$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 accounts2010-12-31$1,373,352
Net investment gain or loss from common/collective trusts2010-12-31$151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$30,146,164
Assets. Invements in employer securities at beginning of year2010-12-31$27,343,759
Contributions received in cash from employer2010-12-31$11,218,104
Employer contributions (assets) at end of year2010-12-31$4,599,332
Employer contributions (assets) at beginning of year2010-12-31$4,732,698
Income. Dividends from common stock2010-12-31$76,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$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 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$234,724
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$33,480
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$11,330,194
Aggregate carrying amount (costs) on sale of assets2010-12-31$9,790,783
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31HANCOCK ASKEW & CO LLP
Accountancy firm EIN2010-12-31580662558
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 securities2009-12-31$0

Form 5500 Responses for BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN

2022: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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