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CUSHMAN INSURANCE, INC. 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameCUSHMAN INSURANCE, INC. 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

CUSHMAN INSURANCE, INC. 401 K PROFIT SHARING PLAN TRUST 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.
  • 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

CUSHMAN INSURANCE, INC. has sponsored the creation of one or more 401k plans.

Company Name:CUSHMAN INSURANCE, INC.
Employer identification number (EIN):041226157
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CUSHMAN INSURANCE, INC. 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KAREN BARNES2024-07-19
0012022-01-01KAREN BARNES2023-06-05
0012021-01-01KAREN BARNES2022-05-09
0012020-01-01KAREN BARNES2021-06-02
0012019-01-01KAREN L. BARNES2020-05-08
0012018-01-01KAREN L. BARNES2019-05-02
0012017-01-01KAREN L. BARNES2018-05-30
0012016-01-01MARC A LANE2017-05-18
0012015-01-01KAREN L. BARNES2016-06-14
0012014-01-01MARC A LANE2015-03-25
0012013-01-01KAREN BARNES2014-05-20
0012012-01-01CUSHMAN INSURANCE, INC.2013-05-09
0012011-10-01CUSHMAN INSURANCE, INC.2012-04-26
0012009-10-01KAREN BARNES

Financial Data on CUSHMAN INSURANCE, INC. 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : CUSHMAN INSURANCE, INC. 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-140
Total liabilities as of the end of the plan year2025-07-140
Total liabilities as of the beginning of the plan year2025-07-140
Total expenses incurred by plan in this plan year2025-07-14120322
Net assets as of the end of the plan year2025-07-141652562
Total assets as of the beginning of the plan year2025-07-141521859
Value of plan covered by a fidelity bond2025-07-14300000
Participant contributions to plan in this plan year2025-07-1481940
Value of participant loans at end of plan year2025-07-1454969
Other expenses paid from plan in this plan year2025-07-140
Other contributions to plan in this plan year2025-07-140
Other income to plan in this plan year2025-07-14169085
Plan net income in this plan year2025-07-14130703
Net assets as of the end of the plan year2025-07-141652562
Net assets as of the beginning of the plan year2025-07-141521859
Employer contributions to plan in this plan year2025-07-140
Fees paid to broker by Benefit Provider2025-07-144026
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1414662
2024 : CUSHMAN INSURANCE, INC. 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-19290109
Net assets as of the end of the plan year2024-07-191521859
Total assets as of the beginning of the plan year2024-07-191524642
Value of plan covered by a fidelity bond2024-07-19300000
Participant contributions to plan in this plan year2024-07-1969874
Value of participant loans at end of plan year2024-07-1978499
Other contributions to plan in this plan year2024-07-194864
Other income to plan in this plan year2024-07-19212588
Plan net income in this plan year2024-07-19-2783
Net assets as of the end of the plan year2024-07-191521859
Net assets as of the beginning of the plan year2024-07-191524642
Fees paid to broker by Benefit Provider2024-07-193977
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1916123
2022 : CUSHMAN INSURANCE, INC. 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-05-090
Total expenses incurred by plan in this plan year2022-05-09182457
Net assets as of the end of the plan year2022-05-092554043
Total assets as of the beginning of the plan year2022-05-092375465
Value of plan covered by a fidelity bond2022-05-09300000
Participant contributions to plan in this plan year2022-05-0976008
Value of participant loans at end of plan year2022-05-09111485
Other income to plan in this plan year2022-05-09285027
Plan net income in this plan year2022-05-09178578
Net assets as of the end of the plan year2022-05-092554043
Net assets as of the beginning of the plan year2022-05-092375465
Fees paid to broker by Benefit Provider2022-05-091241
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-0927643
2011 : CUSHMAN INSURANCE, INC. 401 K PROFIT SHARING PLAN TRUST 2011 401k financial data
Total income from all sources2011-09-30$216,489
Expenses. Total of all expenses incurred2011-09-30$329,268
Benefits paid (including direct rollovers)2011-09-30$328,818
Total plan assets at end of year2011-09-30$2,427,523
Total plan assets at beginning of year2011-09-30$2,540,302
Value of fidelity bond covering the plan2011-09-30$250,000
Total contributions received or receivable from participants2011-09-30$129,547
Expenses. Other expenses not covered elsewhere2011-09-30$450
Other income received2011-09-30$60,890
Net income (gross income less expenses)2011-09-30$-112,779
Net plan assets at end of year (total assets less liabilities)2011-09-30$2,427,523
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$2,540,302
Assets. Value of participant loans2011-09-30$73,354
Total contributions received or receivable from employer(s)2011-09-30$26,052

Form 5500 Responses for CUSHMAN INSURANCE, INC. 401 K PROFIT SHARING PLAN TRUST

2009: CUSHMAN INSURANCE, INC. 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9075
Policy instance 1

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