| Plan Name | THE INSURANCE EXCHANGE 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | DALLAS INSURANCE EXCHANGE II, INC. |
| Employer identification number (EIN): | 752796878 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about DALLAS INSURANCE EXCHANGE II, INC.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 1998-08-31 |
| Company Identification Number: | 0150399400 |
| Legal Registered Office Address: |
15660 DALLAS PKWY STE 500 C/O LB 60 DALLAS United States of America (USA) 75248 |
More information about DALLAS INSURANCE EXCHANGE II, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-02-01 | ||||
| 001 | 2023-02-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | JOHN BIEVENOUR | 2017-05-24 | ||
| 001 | 2015-01-01 | JOHN BIEVENOUR | 2016-04-12 | ||
| 001 | 2014-01-01 | JOHN BIEVENOUR | 2015-10-01 | ||
| 001 | 2013-01-01 | JOHN BIEVENOUR | 2014-06-13 | ||
| 001 | 2012-01-01 | KELLY KEENAN | 2013-05-02 | ||
| 001 | 2011-01-01 | KELLY KEENAN | 2012-03-21 | ||
| 001 | 2010-01-01 | JOHN BIEVENOUR | 2011-08-09 | JOHN BIEVENOUR | 2011-08-09 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE INSURANCE EXCHANGE 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-02 | 28153 |
| Net assets as of the end of the plan year | 2025-07-02 | 796889 |
| Total assets as of the beginning of the plan year | 2025-07-02 | 733253 |
| Value of plan covered by a fidelity bond | 2025-07-02 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-02 | 2400 |
| Other income to plan in this plan year | 2025-07-02 | 83916 |
| Plan net income in this plan year | 2025-07-02 | 63636 |
| Net assets as of the end of the plan year | 2025-07-02 | 796889 |
| Net assets as of the beginning of the plan year | 2025-07-02 | 733253 |
| Employer contributions to plan in this plan year | 2025-07-02 | 5473 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-02 | 75 |
| 2024 : THE INSURANCE EXCHANGE 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-06-13 | 632028 |
| Net assets as of the end of the plan year | 2024-06-13 | 733253 |
| Total assets as of the beginning of the plan year | 2024-06-13 | 0 |
| Participant contributions to plan in this plan year | 2024-06-13 | 2200 |
| Other contributions to plan in this plan year | 2024-06-13 | 1285071 |
| Other income to plan in this plan year | 2024-06-13 | 73121 |
| Plan net income in this plan year | 2024-06-13 | 733253 |
| Net assets as of the end of the plan year | 2024-06-13 | 733253 |
| Net assets as of the beginning of the plan year | 2024-06-13 | 0 |
| Value of contributions failed to transmitted timely | 2024-06-13 | 100 |
| Employer contributions to plan in this plan year | 2024-06-13 | 4889 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-13 | 25 |