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STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 401k Plan overview

Plan NameSTARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN
Plan identification number 001

STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. has sponsored the creation of one or more 401k plans.

Company Name:STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC.
Employer identification number (EIN):050222530
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01AMY GULDHAUGE AMY GULDHAUGE2018-08-30
0012016-01-01AMY GULDHAUGE AMY GULDHAUGE2017-08-17
0012015-01-01AMY GULDHAUGE AMY GULDHAUGE2016-10-06
0012014-01-01WILLIAM MCGILLIVRAY WILLIAM MCGILLIVRAY2015-10-09
0012013-01-01WILLIAM MCGILLIVRAY WILLIAM MCGILLIVRAY2014-10-14
0012012-01-01WILLIAM P. MCGILLIVRAY WILLIAM P. MCGILLIVRAY2013-10-04
0012011-01-01WILLIAM P. MCGILLIVRAY WILLIAM P. MCGILLIVRAY2012-10-03
0012009-01-01WILLIAM P. MCGILLIVRAY WILLIAM P. MCGILLIVRAY2010-10-05

Plan Statistics for STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN

401k plan membership statisitcs for STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN

Measure Date Value
2022: STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01342
Total number of active participants reported on line 7a of the Form 55002022-01-01310
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-0145
Total of all active and inactive participants2022-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01366
Number of participants with account balances2022-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01323
Total number of active participants reported on line 7a of the Form 55002021-01-01282
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0160
Total of all active and inactive participants2021-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01342
Number of participants with account balances2021-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01306
Total number of active participants reported on line 7a of the Form 55002020-01-01269
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01323
Number of participants with account balances2020-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01278
Total number of active participants reported on line 7a of the Form 55002019-01-01269
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0137
Total of all active and inactive participants2019-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01306
Number of participants with account balances2019-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01266
Total number of active participants reported on line 7a of the Form 55002018-01-01246
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0135
Total of all active and inactive participants2018-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01283
Number of participants with account balances2018-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01250
Total number of active participants reported on line 7a of the Form 55002017-01-01233
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01265
Number of participants with account balances2017-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01224
Total number of active participants reported on line 7a of the Form 55002016-01-01195
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01225
Number of participants with account balances2016-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01217
Total number of active participants reported on line 7a of the Form 55002015-01-01190
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01212
Number of participants with account balances2015-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01204
Total number of active participants reported on line 7a of the Form 55002014-01-01188
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01215
Number of participants with account balances2014-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01199
Total number of active participants reported on line 7a of the Form 55002013-01-01181
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01204
Number of participants with account balances2013-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01184
Total number of active participants reported on line 7a of the Form 55002012-01-01166
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01188
Number of participants with account balances2012-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01193
Total number of active participants reported on line 7a of the Form 55002011-01-01154
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01177
Number of participants with account balances2011-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2009: STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01180
Total number of active participants reported on line 7a of the Form 55002009-01-01183
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01199
Number of participants with account balances2009-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN

Measure Date Value
2022 : STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-4,360,132
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,900,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,808,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,313,430
Value of total assets at end of year2022-12-31$62,521,477
Value of total assets at beginning of year2022-12-31$71,781,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$91,731
Total interest from all sources2022-12-31$30,141
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,852,625
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$4,852,625
Administrative expenses professional fees incurred2022-12-31$18,000
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$2,343,714
Participant contributions at end of year2022-12-31$791,435
Participant contributions at beginning of year2022-12-31$799,727
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$621,836
Other income not declared elsewhere2022-12-31$101,094
Administrative expenses (other) incurred2022-12-31$22,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,260,157
Value of net assets at end of year (total assets less liabilities)2022-12-31$62,521,477
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$71,781,634
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
Investment advisory and management fees2022-12-31$50,927
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$53,618,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$62,888,399
Interest on participant loans2022-12-31$30,141
Value of interest in common/collective trusts at end of year2022-12-31$5,650,382
Value of interest in common/collective trusts at beginning of year2022-12-31$5,529,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,755,717
Net investment gain or loss from common/collective trusts2022-12-31$98,295
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
Contributions received in cash from employer2022-12-31$3,347,880
Employer contributions (assets) at end of year2022-12-31$2,461,013
Employer contributions (assets) at beginning of year2022-12-31$2,564,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,808,294
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SANSIVERI, KIMBALL & CO., LLP
Accountancy firm EIN2022-12-31502557779
2021 : STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$14,110,320
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,226,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,135,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,273,732
Value of total assets at end of year2021-12-31$71,781,634
Value of total assets at beginning of year2021-12-31$60,897,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$91,369
Total interest from all sources2021-12-31$29,477
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,907,794
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$4,907,794
Administrative expenses professional fees incurred2021-12-31$15,250
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$2,164,599
Participant contributions at end of year2021-12-31$799,727
Participant contributions at beginning of year2021-12-31$657,334
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$749,500
Other income not declared elsewhere2021-12-31$96,114
Administrative expenses (other) incurred2021-12-31$24,775
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$10,883,890
Value of net assets at end of year (total assets less liabilities)2021-12-31$71,781,634
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$60,897,744
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
Investment advisory and management fees2021-12-31$51,344
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$62,888,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$54,072,223
Interest on participant loans2021-12-31$29,477
Value of interest in common/collective trusts at end of year2021-12-31$5,529,248
Value of interest in common/collective trusts at beginning of year2021-12-31$3,788,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,708,571
Net investment gain or loss from common/collective trusts2021-12-31$94,632
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,359,633
Employer contributions (assets) at end of year2021-12-31$2,564,260
Employer contributions (assets) at beginning of year2021-12-31$2,379,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,135,061
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SANSIVERI, KIMBALL & CO., LLP
Accountancy firm EIN2021-12-31502557779
2020 : STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$13,317,414
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,221,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,123,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,512,892
Value of total assets at end of year2020-12-31$60,897,744
Value of total assets at beginning of year2020-12-31$50,802,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$98,896
Total interest from all sources2020-12-31$31,220
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,634,114
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$2,634,114
Administrative expenses professional fees incurred2020-12-31$35,800
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$2,014,511
Participant contributions at end of year2020-12-31$657,334
Participant contributions at beginning of year2020-12-31$680,017
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$367,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$82,221
Administrative expenses (other) incurred2020-12-31$18,705
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$10,095,421
Value of net assets at end of year (total assets less liabilities)2020-12-31$60,897,744
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$50,802,323
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
Investment advisory and management fees2020-12-31$44,391
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$54,072,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$44,116,599
Interest on participant loans2020-12-31$31,220
Value of interest in common/collective trusts at end of year2020-12-31$3,788,866
Value of interest in common/collective trusts at beginning of year2020-12-31$3,990,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,967,590
Net investment gain or loss from common/collective trusts2020-12-31$89,377
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
Contributions received in cash from employer2020-12-31$3,130,653
Employer contributions (assets) at end of year2020-12-31$2,379,321
Employer contributions (assets) at beginning of year2020-12-31$2,014,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,123,097
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SANSIVERI, KIMBALL & CO., LLP
Accountancy firm EIN2020-12-31502557779
2019 : STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$671
Total income from all sources (including contributions)2019-12-31$12,812,072
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,537,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,486,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,663,726
Value of total assets at end of year2019-12-31$50,802,323
Value of total assets at beginning of year2019-12-31$42,528,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$50,486
Total interest from all sources2019-12-31$30,364
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,142,643
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$2,142,643
Administrative expenses professional fees incurred2019-12-31$32,326
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$1,822,362
Participant contributions at end of year2019-12-31$680,017
Participant contributions at beginning of year2019-12-31$601,030
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$146,662
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$671
Other income not declared elsewhere2019-12-31$67,429
Administrative expenses (other) incurred2019-12-31$18,160
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$40,075,786
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$8,274,706
Value of net assets at end of year (total assets less liabilities)2019-12-31$50,802,323
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$42,527,617
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$44,116,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$30,364
Value of interest in common/collective trusts at end of year2019-12-31$3,990,722
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,823,870
Net investment gain or loss from common/collective trusts2019-12-31$84,040
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
Contributions received in cash from employer2019-12-31$2,694,702
Employer contributions (assets) at end of year2019-12-31$2,014,985
Employer contributions (assets) at beginning of year2019-12-31$1,851,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,486,880
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SANSIVERI, KIMBALL & CO., LLP
Accountancy firm EIN2019-12-31502557779
2018 : STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$671
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$2,761,968
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,094,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,060,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,494,699
Value of total assets at end of year2018-12-31$42,528,288
Value of total assets at beginning of year2018-12-31$46,860,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$34,568
Total interest from all sources2018-12-31$248,709
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$77,892
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$77,892
Administrative expenses professional fees incurred2018-12-31$25,124
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$1,745,167
Participant contributions at end of year2018-12-31$601,030
Participant contributions at beginning of year2018-12-31$509,746
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$281,554
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$671
Other income not declared elsewhere2018-12-31$15,000
Administrative expenses (other) incurred2018-12-31$9,444
Total non interest bearing cash at end of year2018-12-31$40,075,786
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,332,649
Value of net assets at end of year (total assets less liabilities)2018-12-31$42,527,617
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$46,860,266
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,316,924
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$31,574,461
Interest on participant loans2018-12-31$23,015
Interest earned on other investments2018-12-31$225,694
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,929,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-284,757
Net investment gain/loss from pooled separate accounts2018-12-31$-1,789,575
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
Contributions received in cash from employer2018-12-31$2,467,978
Employer contributions (assets) at end of year2018-12-31$1,851,472
Employer contributions (assets) at beginning of year2018-12-31$1,530,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,060,049
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SANSIVERI , KIMBALL & CO., LLP
Accountancy firm EIN2018-12-31502557779
2017 : STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$10,452,468
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,648,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,580,280
Expenses. Certain deemed distributions of participant loans2017-12-31$49,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,766,899
Value of total assets at end of year2017-12-31$46,860,266
Value of total assets at beginning of year2017-12-31$46,055,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,628
Total interest from all sources2017-12-31$208,764
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$21,179
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$21,179
Administrative expenses professional fees incurred2017-12-31$14,350
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$1,739,198
Participant contributions at end of year2017-12-31$509,746
Participant contributions at beginning of year2017-12-31$495,573
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$932,873
Other income not declared elsewhere2017-12-31$15,000
Administrative expenses (other) incurred2017-12-31$4,278
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$804,420
Value of net assets at end of year (total assets less liabilities)2017-12-31$46,860,266
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$46,055,846
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,316,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$31,574,461
Value of interest in pooled separate accounts at beginning of year2017-12-31$33,043,476
Interest on participant loans2017-12-31$17,721
Interest earned on other investments2017-12-31$191,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,929,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$11,050,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$158,738
Net investment gain/loss from pooled separate accounts2017-12-31$5,281,888
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
Contributions received in cash from employer2017-12-31$2,094,828
Employer contributions (assets) at end of year2017-12-31$1,530,000
Employer contributions (assets) at beginning of year2017-12-31$1,466,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,580,280
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SANSIVERI , KIMBALL & CO., LLP
Accountancy firm EIN2017-12-31502557779
2016 : STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$6,560,920
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,931,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,901,427
Expenses. Certain deemed distributions of participant loans2016-12-31$11,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,227,705
Value of total assets at end of year2016-12-31$46,055,846
Value of total assets at beginning of year2016-12-31$42,426,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,221
Total interest from all sources2016-12-31$199,175
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$15,225
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$1,611,230
Participant contributions at end of year2016-12-31$495,573
Participant contributions at beginning of year2016-12-31$609,915
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$699,814
Other income not declared elsewhere2016-12-31$15,000
Administrative expenses (other) incurred2016-12-31$2,996
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$3,629,476
Value of net assets at end of year (total assets less liabilities)2016-12-31$46,055,846
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$42,426,370
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
Value of interest in pooled separate accounts at end of year2016-12-31$33,043,476
Value of interest in pooled separate accounts at beginning of year2016-12-31$31,164,915
Interest on participant loans2016-12-31$19,185
Interest earned on other investments2016-12-31$179,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$11,050,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$9,341,838
Net investment gain/loss from pooled separate accounts2016-12-31$2,119,040
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,916,661
Employer contributions (assets) at end of year2016-12-31$1,466,525
Employer contributions (assets) at beginning of year2016-12-31$1,309,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,901,427
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SANSIVERI , KIMBALL & CO., LLP
Accountancy firm EIN2016-12-31502557779
2015 : STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$3,722,728
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,651,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,611,250
Expenses. Certain deemed distributions of participant loans2015-12-31$23,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,403,526
Value of total assets at end of year2015-12-31$42,426,370
Value of total assets at beginning of year2015-12-31$42,355,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,580
Total interest from all sources2015-12-31$174,881
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$14,356
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$1,454,858
Participant contributions at end of year2015-12-31$609,915
Participant contributions at beginning of year2015-12-31$493,703
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$222,597
Other income not declared elsewhere2015-12-31$15,000
Administrative expenses (other) incurred2015-12-31$2,224
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$71,242
Value of net assets at end of year (total assets less liabilities)2015-12-31$42,426,370
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$42,355,128
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
Value of interest in pooled separate accounts at end of year2015-12-31$31,164,915
Value of interest in pooled separate accounts at beginning of year2015-12-31$31,305,355
Interest on participant loans2015-12-31$18,754
Interest earned on other investments2015-12-31$156,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$9,341,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,256,276
Net investment gain/loss from pooled separate accounts2015-12-31$129,321
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
Contributions received in cash from employer2015-12-31$1,726,071
Employer contributions (assets) at end of year2015-12-31$1,309,702
Employer contributions (assets) at beginning of year2015-12-31$1,299,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,611,250
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SANSIVERI, KIMBALL & CO., LLP
Accountancy firm EIN2015-12-31502557779
2014 : STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$8,589
Total income from all sources (including contributions)2014-12-31$4,885,079
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,338,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,310,746
Expenses. Certain deemed distributions of participant loans2014-12-31$5,821
Value of total corrective distributions2014-12-31$5,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,133,105
Value of total assets at end of year2014-12-31$42,355,128
Value of total assets at beginning of year2014-12-31$39,817,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,534
Total interest from all sources2014-12-31$193,296
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$13,995
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$1,399,173
Participant contributions at end of year2014-12-31$493,703
Participant contributions at beginning of year2014-12-31$419,705
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$33,979
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$8,589
Other income not declared elsewhere2014-12-31$18,750
Administrative expenses (other) incurred2014-12-31$2,539
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$2,546,349
Value of net assets at end of year (total assets less liabilities)2014-12-31$42,355,128
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$39,808,779
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
Value of interest in pooled separate accounts at end of year2014-12-31$31,305,355
Value of interest in pooled separate accounts at beginning of year2014-12-31$27,535,591
Interest on participant loans2014-12-31$16,611
Interest earned on other investments2014-12-31$176,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,256,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$10,677,368
Net investment gain/loss from pooled separate accounts2014-12-31$1,539,928
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
Contributions received in cash from employer2014-12-31$1,699,953
Employer contributions (assets) at end of year2014-12-31$1,299,794
Employer contributions (assets) at beginning of year2014-12-31$1,184,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,310,746
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SANSIVERI, KIMBALL & CO., LLP
Accountancy firm EIN2014-12-31502557779
2013 : STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,589
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$9,293,246
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,096,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,132,633
Expenses. Certain deemed distributions of participant loans2013-12-31$-38,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,421,556
Value of total assets at end of year2013-12-31$39,817,368
Value of total assets at beginning of year2013-12-31$32,612,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,124
Total interest from all sources2013-12-31$189,405
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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 period2013-12-31No
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$1,364,450
Participant contributions at end of year2013-12-31$419,705
Participant contributions at beginning of year2013-12-31$368,666
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,519,694
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$8,589
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$2,124
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$7,196,742
Value of net assets at end of year (total assets less liabilities)2013-12-31$39,808,779
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,612,037
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
Value of interest in pooled separate accounts at end of year2013-12-31$27,535,591
Value of interest in pooled separate accounts at beginning of year2013-12-31$20,322,320
Interest on participant loans2013-12-31$14,086
Interest earned on other investments2013-12-31$175,319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$10,677,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$10,866,510
Net investment gain/loss from pooled separate accounts2013-12-31$4,682,285
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
Contributions received in cash from employer2013-12-31$1,537,412
Employer contributions (assets) at end of year2013-12-31$1,184,704
Employer contributions (assets) at beginning of year2013-12-31$1,054,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,132,633
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SANSIVERI, KIMBALL & CO., LLP
Accountancy firm EIN2013-12-31502557779
2012 : STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,610,281
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,235,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,233,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,704,058
Value of total assets at end of year2012-12-31$32,612,037
Value of total assets at beginning of year2012-12-31$28,236,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,807
Total interest from all sources2012-12-31$204,589
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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$1,171,708
Participant contributions at end of year2012-12-31$368,666
Participant contributions at beginning of year2012-12-31$413,212
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$174,479
Administrative expenses (other) incurred2012-12-31$1,807
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$4,375,248
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,612,037
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,236,789
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
Value of interest in pooled separate accounts at end of year2012-12-31$20,322,320
Value of interest in pooled separate accounts at beginning of year2012-12-31$18,083,184
Interest on participant loans2012-12-31$14,380
Interest earned on other investments2012-12-31$190,209
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$10,866,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,831,011
Net investment gain/loss from pooled separate accounts2012-12-31$2,701,634
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
Contributions received in cash from employer2012-12-31$1,357,871
Employer contributions (assets) at end of year2012-12-31$1,054,541
Employer contributions (assets) at beginning of year2012-12-31$909,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,233,226
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 PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SANSIVERI, KIMBALL & CO., LLP
Accountancy firm EIN2012-12-31050255779
2011 : STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,934,131
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,056,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,053,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,357,827
Value of total assets at end of year2011-12-31$28,236,789
Value of total assets at beginning of year2011-12-31$29,359,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,814
Total interest from all sources2011-12-31$213,694
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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$1,150,458
Participant contributions at end of year2011-12-31$413,212
Participant contributions at beginning of year2011-12-31$341,690
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,197
Administrative expenses (other) incurred2011-12-31$2,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,122,369
Value of net assets at end of year (total assets less liabilities)2011-12-31$28,236,789
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$29,359,158
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
Value of interest in pooled separate accounts at end of year2011-12-31$18,083,184
Value of interest in pooled separate accounts at beginning of year2011-12-31$20,326,305
Interest on participant loans2011-12-31$13,703
Interest earned on other investments2011-12-31$199,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,831,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,721,431
Net investment gain/loss from pooled separate accounts2011-12-31$-637,390
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
Contributions received in cash from employer2011-12-31$1,200,172
Employer contributions (assets) at end of year2011-12-31$909,382
Employer contributions (assets) at beginning of year2011-12-31$969,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,053,686
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 PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SANSIVERI, KIMBALL & CO., LLP
Accountancy firm EIN2011-12-31050255779
2010 : STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$2,437,285
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,105,322
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,309,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,305,141
Value of total corrective distributions2010-12-31$52
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,610,598
Value of total assets at end of year2010-12-31$29,359,158
Value of total assets at beginning of year2010-12-31$24,125,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,226
Total interest from all sources2010-12-31$210,090
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
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$1,231,279
Participant contributions at end of year2010-12-31$341,690
Participant contributions at beginning of year2010-12-31$236,849
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$82,803
Other income not declared elsewhere2010-12-31$-121
Administrative expenses (other) incurred2010-12-31$4,226
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$2,795,903
Value of net assets at end of year (total assets less liabilities)2010-12-31$29,359,158
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$24,125,970
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
Value of interest in pooled separate accounts at end of year2010-12-31$20,326,305
Value of interest in pooled separate accounts at beginning of year2010-12-31$16,282,747
Interest on participant loans2010-12-31$11,412
Interest earned on other investments2010-12-31$198,575
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$7,721,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,559,261
Net investment gain/loss from pooled separate accounts2010-12-31$2,284,755
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
Contributions received in cash from employer2010-12-31$1,296,516
Employer contributions (assets) at end of year2010-12-31$969,732
Employer contributions (assets) at beginning of year2010-12-31$1,047,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,305,141
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SANSIVERI, KIMBALL & CO., LLP
Accountancy firm EIN2010-12-31050255779
2009 : STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING 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 STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN

2022: STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING 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: STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING 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: STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING 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: STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING 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: STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. 401(K) & PROFIT SHARING 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

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number763265
Policy instance 1
Insurance contract or identification number763265
Number of Individuals Covered283
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number763265
Policy instance 1
Insurance contract or identification number763265
Number of Individuals Covered265
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number31211
Policy instance 1
Insurance contract or identification number31211
Number of Individuals Covered212
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number31211
Policy instance 1
Insurance contract or identification number31211
Number of Individuals Covered215
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number31211
Policy instance 1
Insurance contract or identification number31211
Number of Individuals Covered204
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number31211
Policy instance 1
Insurance contract or identification number31211
Number of Individuals Covered188
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number31211
Policy instance 1
Insurance contract or identification number31211
Number of Individuals Covered177
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number31211
Policy instance 1
Insurance contract or identification number31211
Number of Individuals Covered190
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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