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WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameWALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 001

WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

WALKER BROTHERS INSURANCE INC has sponsored the creation of one or more 401k plans.

Company Name:WALKER BROTHERS INSURANCE INC
Employer identification number (EIN):710412301
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-11-01MIKE LUTTRELL2023-07-11 MIKE LUTTRELL2023-07-11
0012021-01-01MIKE A LUTTRELL2022-07-21 MIKE A LUTTRELL2022-07-21
0012020-11-01L JOE HERRIMAN2022-04-07 L JOE HERRIMAN2022-04-07
0012020-01-01MIKE A LUTTRELL2021-07-16 MIKE A LUTTRELL2021-07-16
0012019-11-01L JOE HERIMAN2021-02-04 L JOE HERRIMAN2021-02-04
0012019-01-01MIKE A LUTRELL2020-07-20 MIKE A LUTRELL2020-07-20
0012018-11-01L JOE HERRIMAN2019-12-23 L JOE HERRIMAN2019-12-23
0012018-01-01MIKE A LUTTRELL2019-10-02 MIKE A LUTTRELL2019-10-02
0012017-11-01
0012017-01-01
0012016-11-01
0012016-01-01
0012015-11-01
0012015-01-01
0012014-11-01
0012014-01-01
0012013-11-01
0012013-01-01
0012012-11-01JOE L HERRIMAN
0012012-01-01MIKE A LUTTRELL
0012011-11-01L JOE HERRIMAN
0012011-01-01MIKE A LUTTRELL
0012010-01-01MIKE A. LUTTRELL
0012009-11-01L. JOE HERRIMAN
0012009-01-01MIKE A. LUTTRELL
0012009-01-01MIKE A. LUTTRELL

Plan Statistics for WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2021: WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-11-015
Total number of active participants reported on line 7a of the Form 55002021-11-014
Total of all active and inactive participants2021-11-014
Total participants2021-11-014
Total participants, beginning-of-year2021-01-010
Total of all active and inactive participants2021-01-010
Total participants2021-01-010
2020: WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-11-015
Total number of active participants reported on line 7a of the Form 55002020-11-015
Total of all active and inactive participants2020-11-015
Total participants2020-11-015
Total participants, beginning-of-year2020-01-0116
Total of all active and inactive participants2020-01-010
Total participants2020-01-010
2019: WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-015
Total number of active participants reported on line 7a of the Form 55002019-11-015
Total of all active and inactive participants2019-11-015
Total participants2019-11-015
Total participants, beginning-of-year2019-01-0116
Total of all active and inactive participants2019-01-010
Total participants2019-01-010
2018: WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-015
Total number of active participants reported on line 7a of the Form 55002018-11-015
Total of all active and inactive participants2018-11-015
Total participants2018-11-015
Total participants, beginning-of-year2018-01-0116
Total number of active participants reported on line 7a of the Form 55002018-01-0116
Total of all active and inactive participants2018-01-0116
Total participants2018-01-0116
2017: WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-015
Total number of active participants reported on line 7a of the Form 55002017-11-015
Total of all active and inactive participants2017-11-015
Total participants2017-11-015
Total participants, beginning-of-year2017-01-0116
Total number of active participants reported on line 7a of the Form 55002017-01-0116
Total of all active and inactive participants2017-01-0116
Total participants2017-01-0116
2016: WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-015
Total number of active participants reported on line 7a of the Form 55002016-11-015
Total of all active and inactive participants2016-11-015
Total participants2016-11-015
Total participants, beginning-of-year2016-01-0115
Total number of active participants reported on line 7a of the Form 55002016-01-0116
Total of all active and inactive participants2016-01-0116
Total participants2016-01-0116
2015: WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-015
Total number of active participants reported on line 7a of the Form 55002015-11-015
Total of all active and inactive participants2015-11-015
Total participants2015-11-015
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-0115
Number of retired or separated participants receiving benefits2015-01-010
Total of all active and inactive participants2015-01-0115
Total participants2015-01-0115
2014: WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-015
Total number of active participants reported on line 7a of the Form 55002014-11-015
Total of all active and inactive participants2014-11-015
Total participants2014-11-015
Total participants, beginning-of-year2014-01-0117
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0110
Total participants2014-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-016
Total number of active participants reported on line 7a of the Form 55002013-11-015
Total of all active and inactive participants2013-11-015
Total participants2013-11-015
Total participants, beginning-of-year2013-01-0118
Total number of active participants reported on line 7a of the Form 55002013-01-0115
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0117
Total participants2013-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-018
Total number of active participants reported on line 7a of the Form 55002012-11-016
Total of all active and inactive participants2012-11-016
Total participants2012-11-016
Total participants, beginning-of-year2012-01-0117
Total number of active participants reported on line 7a of the Form 55002012-01-0115
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0118
Total participants2012-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-019
Total number of active participants reported on line 7a of the Form 55002011-11-018
Total of all active and inactive participants2011-11-018
Total participants2011-11-018
Total participants, beginning-of-year2011-01-0117
Total number of active participants reported on line 7a of the Form 55002011-01-0117
Number of retired or separated participants receiving benefits2011-01-010
Total of all active and inactive participants2011-01-0117
Total participants2011-01-0117
Number of participants with account balances2011-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0117
Total number of active participants reported on line 7a of the Form 55002010-01-0116
Number of retired or separated participants receiving benefits2010-01-011
Total of all active and inactive participants2010-01-0117
Total participants2010-01-0117
Number of participants with account balances2010-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-019
Total number of active participants reported on line 7a of the Form 55002009-11-019
Total of all active and inactive participants2009-11-019
Total participants2009-11-019
Total participants, beginning-of-year2009-01-0117
Total number of active participants reported on line 7a of the Form 55002009-01-0117
Total of all active and inactive participants2009-01-0117
Total participants2009-01-0117

Financial Data on WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2021 : WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$14,672
Total income from all sources2021-12-31$210
Expenses. Total of all expenses incurred2021-12-31$39,949
Benefits paid (including direct rollovers)2021-12-31$997
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$54,411
Expenses. Other expenses not covered elsewhere2021-12-31$25,277
Net income (gross income less expenses)2021-12-31$-39,739
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$39,739
Total contributions received or receivable from employer(s)2021-12-31$210
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$13,675
2020 : WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$14,672
Total plan liabilities at beginning of year2020-12-31$787
Total income from all sources2020-12-31$7,522
Expenses. Total of all expenses incurred2020-12-31$1,680,300
Benefits paid (including direct rollovers)2020-12-31$1,651,650
Total plan assets at end of year2020-12-31$54,411
Total plan assets at beginning of year2020-12-31$1,713,304
Value of fidelity bond covering the plan2020-12-31$100,000
Other income received2020-12-31$7,312
Net income (gross income less expenses)2020-12-31$-1,672,778
Net plan assets at end of year (total assets less liabilities)2020-12-31$39,739
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,712,517
Total contributions received or receivable from employer(s)2020-12-31$210
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$28,650
2019 : WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$787
Total plan liabilities at beginning of year2019-12-31$787
Total income from all sources2019-12-31$2,182,313
Expenses. Total of all expenses incurred2019-12-31$2,403,710
Benefits paid (including direct rollovers)2019-12-31$1,100,720
Total plan assets at end of year2019-12-31$1,713,304
Total plan assets at beginning of year2019-12-31$1,934,701
Value of fidelity bond covering the plan2019-12-31$100,000
Expenses. Other expenses not covered elsewhere2019-12-31$1,270,000
Other income received2019-12-31$2,182,313
Net income (gross income less expenses)2019-12-31$-221,397
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,712,517
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,933,914
Assets. Value of employer securities2019-12-31$1,466,893
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$32,990
2018 : WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$787
Total plan liabilities at beginning of year2018-12-31$338,081
Total income from all sources2018-12-31$552,844
Expenses. Total of all expenses incurred2018-12-31$17,267
Total plan assets at end of year2018-12-31$1,767,980
Total plan assets at beginning of year2018-12-31$1,569,697
Value of fidelity bond covering the plan2018-12-31$100,000
Expenses. Other expenses not covered elsewhere2018-12-31$17,267
Other income received2018-12-31$544,670
Net income (gross income less expenses)2018-12-31$535,577
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,767,193
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,231,616
Assets. Value of employer securities2018-12-31$1,088,100
Total contributions received or receivable from employer(s)2018-12-31$8,174
2017 : WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$338,081
Total plan liabilities at beginning of year2017-12-31$787
Total income from all sources2017-12-31$205,940
Expenses. Total of all expenses incurred2017-12-31$344,881
Benefits paid (including direct rollovers)2017-12-31$337,295
Total plan assets at end of year2017-12-31$1,569,697
Total plan assets at beginning of year2017-12-31$1,371,344
Value of fidelity bond covering the plan2017-12-31$10,000
Expenses. Other expenses not covered elsewhere2017-12-31$7,586
Other income received2017-12-31$199,948
Net income (gross income less expenses)2017-12-31$-138,941
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,231,616
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,370,557
Assets. Value of employer securities2017-12-31$745,500
Total contributions received or receivable from employer(s)2017-12-31$5,992
2016 : WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$787
Total plan liabilities at beginning of year2016-12-31$139,338
Total income from all sources2016-12-31$238,696
Expenses. Total of all expenses incurred2016-12-31$8,062
Total plan assets at end of year2016-12-31$1,371,344
Total plan assets at beginning of year2016-12-31$1,279,261
Value of fidelity bond covering the plan2016-12-31$10,000
Expenses. Other expenses not covered elsewhere2016-12-31$8,062
Other income received2016-12-31$230,889
Net income (gross income less expenses)2016-12-31$230,634
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,370,557
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,139,923
Assets. Value of employer securities2016-12-31$727,500
Total contributions received or receivable from employer(s)2016-12-31$7,807
2015 : WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$139,338
Total plan liabilities at beginning of year2015-12-31$366
Total income from all sources2015-12-31$231,602
Expenses. Total of all expenses incurred2015-12-31$151,407
Benefits paid (including direct rollovers)2015-12-31$139,905
Total plan assets at end of year2015-12-31$1,279,261
Total plan assets at beginning of year2015-12-31$1,060,094
Value of fidelity bond covering the plan2015-12-31$10,000
Expenses. Other expenses not covered elsewhere2015-12-31$11,502
Other income received2015-12-31$222,775
Net income (gross income less expenses)2015-12-31$80,195
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,139,923
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,059,728
Assets. Value of employer securities2015-12-31$675,000
Total contributions received or receivable from employer(s)2015-12-31$8,827
2014 : WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$366
Total plan liabilities at beginning of year2014-12-31$10,015
Total income from all sources2014-12-31$192,970
Expenses. Total of all expenses incurred2014-12-31$14,754
Total plan assets at end of year2014-12-31$1,060,094
Total plan assets at beginning of year2014-12-31$891,527
Value of fidelity bond covering the plan2014-12-31$10,000
Expenses. Other expenses not covered elsewhere2014-12-31$14,754
Other income received2014-12-31$187,425
Net income (gross income less expenses)2014-12-31$178,216
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,059,728
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$881,512
Assets. Value of employer securities2014-12-31$600,000
Total contributions received or receivable from employer(s)2014-12-31$5,545
2013 : WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$10,015
Total plan liabilities at beginning of year2013-12-31$11,038
Total income from all sources2013-12-31$190,571
Expenses. Total of all expenses incurred2013-12-31$17,508
Benefits paid (including direct rollovers)2013-12-31$9,649
Total plan assets at end of year2013-12-31$891,527
Total plan assets at beginning of year2013-12-31$719,487
Value of fidelity bond covering the plan2013-12-31$10,000
Expenses. Other expenses not covered elsewhere2013-12-31$7,859
Other income received2013-12-31$183,185
Net income (gross income less expenses)2013-12-31$173,063
Net plan assets at end of year (total assets less liabilities)2013-12-31$881,512
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$708,449
Assets. Value of employer securities2013-12-31$540,000
Total contributions received or receivable from employer(s)2013-12-31$7,386
2012 : WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$11,038
Total plan liabilities at beginning of year2012-12-31$112,318
Total income from all sources2012-12-31$98,917
Expenses. Total of all expenses incurred2012-12-31$24,160
Benefits paid (including direct rollovers)2012-12-31$10,672
Total plan assets at end of year2012-12-31$719,487
Total plan assets at beginning of year2012-12-31$746,010
Value of fidelity bond covering the plan2012-12-31$10,000
Expenses. Other expenses not covered elsewhere2012-12-31$13,488
Other income received2012-12-31$98,917
Net income (gross income less expenses)2012-12-31$74,757
Net plan assets at end of year (total assets less liabilities)2012-12-31$708,449
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$633,692
Assets. Value of employer securities2012-12-31$442,500
2011 : WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$112,318
Total plan liabilities at beginning of year2011-12-31$147,847
Total income from all sources2011-12-31$36,546
Expenses. Total of all expenses incurred2011-12-31$13,291
Total plan assets at end of year2011-12-31$746,010
Total plan assets at beginning of year2011-12-31$758,284
Value of fidelity bond covering the plan2011-12-31$10,000
Expenses. Other expenses not covered elsewhere2011-12-31$13,291
Other income received2011-12-31$36,546
Net income (gross income less expenses)2011-12-31$23,255
Net plan assets at end of year (total assets less liabilities)2011-12-31$633,692
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$610,437
Assets. Value of employer securities2011-12-31$435,000
2010 : WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$147,847
Total plan liabilities at beginning of year2010-12-31$224,167
Total income from all sources2010-12-31$20,803
Expenses. Total of all expenses incurred2010-12-31$20,681
Benefits paid (including direct rollovers)2010-12-31$366
Total plan assets at end of year2010-12-31$758,284
Total plan assets at beginning of year2010-12-31$834,481
Value of fidelity bond covering the plan2010-12-31$10,000
Expenses. Other expenses not covered elsewhere2010-12-31$20,315
Other income received2010-12-31$20,803
Net income (gross income less expenses)2010-12-31$122
Net plan assets at end of year (total assets less liabilities)2010-12-31$610,437
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$610,314
Assets. Value of employer securities2010-12-31$487,500

Form 5500 Responses for WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2021: WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01Plan funding arrangement – InsuranceYes
2021-11-01Plan benefit arrangement – InsuranceYes
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Plan funding arrangement – InsuranceYes
2020-11-01Plan benefit arrangement – InsuranceYes
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Plan funding arrangement – InsuranceYes
2019-11-01Plan benefit arrangement – InsuranceYes
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Plan funding arrangement – InsuranceYes
2018-11-01Plan benefit arrangement – InsuranceYes
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan benefit arrangement – InsuranceYes
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan benefit arrangement – InsuranceYes
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan benefit arrangement – InsuranceYes
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan benefit arrangement – InsuranceYes
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan benefit arrangement – InsuranceYes
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan benefit arrangement – InsuranceYes
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Plan funding arrangement – InsuranceYes
2011-11-01Plan benefit arrangement – InsuranceYes
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WALKER BROS. INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan benefit arrangement – InsuranceYes
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number028490
Policy instance 1
Insurance contract or identification number028490
Number of Individuals Covered5
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number028490
Policy instance 1
Insurance contract or identification number028490
Number of Individuals Covered5
Insurance policy start date2010-11-01
Insurance policy end date2021-10-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number028490
Policy instance 1
Insurance contract or identification number028490
Number of Individuals Covered5
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number028490
Policy instance 1
Insurance contract or identification number028490
Number of Individuals Covered5
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number028490
Policy instance 1
Insurance contract or identification number028490
Number of Individuals Covered5
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 )
Policy contract number028490
Policy instance 1
Insurance contract or identification number028490
Number of Individuals Covered5
Insurance policy start date2015-11-01
Insurance policy end date2016-10-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 )
Policy contract number028490
Policy instance 1
Insurance contract or identification number028490
Number of Individuals Covered5
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number28490
Policy instance 1
Insurance contract or identification number28490
Number of Individuals Covered6
Insurance policy start date2013-11-01
Insurance policy end date2014-10-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number28490
Policy instance 1
Insurance contract or identification number28490
Number of Individuals Covered6
Insurance policy start date2012-11-01
Insurance policy end date2013-10-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number28490
Policy instance 1
Insurance contract or identification number28490
Number of Individuals Covered8
Insurance policy start date2011-11-01
Insurance policy end date2012-10-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number28490
Policy instance 1
Insurance contract or identification number28490
Number of Individuals Covered9
Insurance policy start date2010-11-01
Insurance policy end date2011-10-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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