| Plan Name | CARE WEST INSURANCE COMPANY 401K PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | CARE WEST INSURANCE COMPANY |
| Employer identification number (EIN): | 030323494 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about CARE WEST INSURANCE COMPANY
| Jurisdiction of Incorporation: | Vermont Secretary of State Corporations Division |
| Incorporation Date: | 1989-12-26 |
| Company Identification Number: | 104720 |
| Legal Registered Office Address: |
20 KIMBALL AVE #305 BURLINGTON United States of America (USA) 05676 |
More information about CARE WEST INSURANCE COMPANY
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 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 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | LORI ETCHISON | 2016-05-26 |
| Measure | Date | Value |
|---|---|---|
| 2025 : CARE WEST INSURANCE COMPANY 401K PLAN 2025 401k financial data | ||
| Total liabilities as of the end of the plan year | 2025-09-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-09 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-09 | 24957 |
| Net assets as of the end of the plan year | 2025-09-09 | 2525958 |
| Total assets as of the beginning of the plan year | 2025-09-09 | 1920198 |
| Value of plan covered by a fidelity bond | 2025-09-09 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-09 | 211038 |
| Value of participant loans at end of plan year | 2025-09-09 | 648 |
| Other contributions to plan in this plan year | 2025-09-09 | 27462 |
| Other income to plan in this plan year | 2025-09-09 | 289097 |
| Plan net income in this plan year | 2025-09-09 | 605760 |
| Net assets as of the end of the plan year | 2025-09-09 | 2525958 |
| Net assets as of the beginning of the plan year | 2025-09-09 | 1920198 |
| Employer contributions to plan in this plan year | 2025-09-09 | 103120 |
| Fees paid to broker by Benefit Provider | 2025-09-09 | 1109 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-09 | 24957 |
| 2024 : CARE WEST INSURANCE COMPANY 401K PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-03-25 | 0 |
| Total liabilities as of the end of the plan year | 2024-03-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-03-25 | 0 |
| Total expenses incurred by plan in this plan year | 2024-03-25 | 41185 |
| Net assets as of the end of the plan year | 2024-03-25 | 1920198 |
| Total assets as of the beginning of the plan year | 2024-03-25 | 1369350 |
| Value of plan covered by a fidelity bond | 2024-03-25 | 500000 |
| Participant contributions to plan in this plan year | 2024-03-25 | 188593 |
| Value of participant loans at end of plan year | 2024-03-25 | 3234 |
| Other contributions to plan in this plan year | 2024-03-25 | 41895 |
| Other income to plan in this plan year | 2024-03-25 | 276264 |
| Plan net income in this plan year | 2024-03-25 | 550848 |
| Net assets as of the end of the plan year | 2024-03-25 | 1920198 |
| Net assets as of the beginning of the plan year | 2024-03-25 | 1369350 |
| Employer contributions to plan in this plan year | 2024-03-25 | 85281 |
| Fees paid to broker by Benefit Provider | 2024-03-25 | 795 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-03-25 | 18307 |
| 2022 : CARE WEST INSURANCE COMPANY 401K PLAN 2022 401k financial data | ||
| Total liabilities as of the end of the plan year | 2022-10-06 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-06 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-06 | 28873 |
| Net assets as of the end of the plan year | 2022-10-06 | 1732466 |
| Total assets as of the beginning of the plan year | 2022-10-06 | 1335948 |
| Value of plan covered by a fidelity bond | 2022-10-06 | 500000 |
| Participant contributions to plan in this plan year | 2022-10-06 | 156367 |
| Value of participant loans at end of plan year | 2022-10-06 | 14506 |
| Other contributions to plan in this plan year | 2022-10-06 | 7451 |
| Other income to plan in this plan year | 2022-10-06 | 205554 |
| Plan net income in this plan year | 2022-10-06 | 396518 |
| Net assets as of the end of the plan year | 2022-10-06 | 1732466 |
| Net assets as of the beginning of the plan year | 2022-10-06 | 1335948 |
| Employer contributions to plan in this plan year | 2022-10-06 | 56019 |
| Fees paid to broker by Benefit Provider | 2022-10-06 | 778 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-06 | 17050 |