401k Plan data: ACRISURE 401K SAVINGS PLAN plan

ACRISURE 401K SAVINGS PLAN 401k Plan overview

Plan Name	ACRISURE 401K SAVINGS PLAN
Plan identification number	333

ACRISURE 401K SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.

401k Sponsoring company profile

ACRISURE, LLC has sponsored the creation of one or more 401k plans.

Company Name: ACRISURE, LLC

Employer identification number (EIN): 263554645

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about ACRISURE, LLC

Jurisdiction of Incorporation: Michigan Secretary of State

Incorporation Date: 2008-10-17

Company Identification Number: E14188

Legal Registered Office Address: 601 ABBOT ROAD EAST LANSING

United States of America (USA)
48823

More information about ACRISURE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACRISURE 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
333 2017-01-01 DONAL K FORD
333 2016-01-01 DONAL K FORD
333 2015-01-01 DONAL K FORD
333 2015-01-01 DONAL K FORD
333 2014-01-01 DONAL K FORD
333 2013-01-01 TONYA LEE
333 2012-01-01 TONYA LEE
333 2011-01-01 TONYA M. LEE
333 2010-01-01 TONYA LEE

Plan id#	Filing Submission Date	Name of Administrator
333	2017-01-01	DONAL K FORD
333	2016-01-01	DONAL K FORD
333	2015-01-01	DONAL K FORD
333	2015-01-01	DONAL K FORD
333	2014-01-01	DONAL K FORD
333	2013-01-01	TONYA LEE
333	2012-01-01	TONYA LEE
333	2011-01-01	TONYA M. LEE
333	2010-01-01	TONYA LEE

Plan Statistics for ACRISURE 401K SAVINGS PLAN

401k plan membership statisitcs for ACRISURE 401K SAVINGS PLAN

Measure Date Value
2017: ACRISURE 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ACRISURE 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,456
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,336
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 17
Total of all active and inactive participants 2016-01-01 1,353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1,353
Number of participants with account balances 2016-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ACRISURE 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,671
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,557
Number of other retired or separated participants entitled to future benefits 2015-01-01 121
Total of all active and inactive participants 2015-01-01 1,678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,678
Number of participants with account balances 2015-01-01 810
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 114
2014: ACRISURE 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,409
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,332
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 94
Total of all active and inactive participants 2014-01-01 1,427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1,427
Number of participants with account balances 2014-01-01 526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 87
2013: ACRISURE 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,806
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,870
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 135
Total of all active and inactive participants 2013-01-01 2,005
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2,005
Number of participants with account balances 2013-01-01 587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5
2012: ACRISURE 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,970
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,945
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 122
Total of all active and inactive participants 2012-01-01 2,067
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2,067
Number of participants with account balances 2012-01-01 638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 14
2011: ACRISURE 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,778
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,690
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 135
Total of all active and inactive participants 2011-01-01 1,825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,825
Number of participants with account balances 2011-01-01 951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 16
2010: ACRISURE 401K SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3,206
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3,329
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 142
Total of all active and inactive participants 2010-01-01 3,471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 3,472
Number of participants with account balances 2010-01-01 612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 12

Measure	Date	Value
2017: ACRISURE 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ACRISURE 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,456
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,336
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	17
Total of all active and inactive participants	2016-01-01	1,353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1,353
Number of participants with account balances	2016-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ACRISURE 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,671
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,557
Number of other retired or separated participants entitled to future benefits	2015-01-01	121
Total of all active and inactive participants	2015-01-01	1,678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,678
Number of participants with account balances	2015-01-01	810
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	114
2014: ACRISURE 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,409
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,332
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	94
Total of all active and inactive participants	2014-01-01	1,427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1,427
Number of participants with account balances	2014-01-01	526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	87
2013: ACRISURE 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,806
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,870
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	135
Total of all active and inactive participants	2013-01-01	2,005
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2,005
Number of participants with account balances	2013-01-01	587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5
2012: ACRISURE 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,970
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,945
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	122
Total of all active and inactive participants	2012-01-01	2,067
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2,067
Number of participants with account balances	2012-01-01	638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	14
2011: ACRISURE 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,778
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,690
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	135
Total of all active and inactive participants	2011-01-01	1,825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,825
Number of participants with account balances	2011-01-01	951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	16
2010: ACRISURE 401K SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3,206
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3,329
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	142
Total of all active and inactive participants	2010-01-01	3,471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	3,472
Number of participants with account balances	2010-01-01	612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	12

Financial Data on ACRISURE 401K SAVINGS PLAN

Measure	Date	Value
2017 : ACRISURE 401K SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-05-09	$0
Total transfer of assets from this plan	2017-05-09	$1,075
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-09	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-09	$0
Total income from all sources (including contributions)	2017-05-09	$4,456
Total loss/gain on sale of assets	2017-05-09	$0
Total of all expenses incurred	2017-05-09	$313,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-05-09	$311,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-05-09	$468
Value of total assets at end of year	2017-05-09	$0
Value of total assets at beginning of year	2017-05-09	$309,997
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-05-09	$1,611
Total interest from all sources	2017-05-09	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-05-09	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-05-09	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-05-09	$0
Was this plan covered by a fidelity bond	2017-05-09	Yes
Value of fidelity bond cover	2017-05-09	$500,000
If this is an individual account plan, was there a blackout period	2017-05-09	No
Were there any nonexempt tranactions with any party-in-interest	2017-05-09	No
Income. Received or receivable in cash from other sources (including rollovers)	2017-05-09	$468
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-05-09	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-05-09	$79
Total non interest bearing cash at end of year	2017-05-09	$0
Total non interest bearing cash at beginning of year	2017-05-09	$22
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-05-09	No
Value of net income/loss	2017-05-09	$-308,922
Value of net assets at end of year (total assets less liabilities)	2017-05-09	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-05-09	$309,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-05-09	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-05-09	No
Were any leases to which the plan was party in default or uncollectible	2017-05-09	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-05-09	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-05-09	$309,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-05-09	$3,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-05-09	No
Was there a failure to transmit to the plan any participant contributions	2017-05-09	No
Has the plan failed to provide any benefit when due under the plan	2017-05-09	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-05-09	$311,767
Contract administrator fees	2017-05-09	$1,611
Did the plan have assets held for investment	2017-05-09	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-05-09	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-05-09	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-05-09	Yes
Opinion of an independent qualified public accountant for this plan	2017-05-09	Disclaimer
Accountancy firm name	2017-05-09	BDO USA, LLP
Accountancy firm EIN	2017-05-09	135381590
2016 : ACRISURE 401K SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$21,731,637
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	$35,125
Total income from all sources (including contributions)	2016-12-31	$-90,772
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,013,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$993,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$11,755
Value of total assets at end of year	2016-12-31	$309,997
Value of total assets at beginning of year	2016-12-31	$23,180,557
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$19,421
Total interest from all sources	2016-12-31	$547
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 year	2016-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,200
Participant contributions at beginning of year	2016-12-31	$694,234
Participant contributions at beginning of year	2016-12-31	$123,436
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$9,555
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$181,537
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$79
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$1,325
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$35,125
Other income not declared elsewhere	2016-12-31	$127,776
Total non interest bearing cash at end of year	2016-12-31	$22
Total non interest bearing cash at beginning of year	2016-12-31	$43,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-1,103,798
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$309,997
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$23,145,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$309,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$22,219,033
Interest on participant loans	2016-12-31	$547
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$-230,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Employer contributions (assets) at beginning of year	2016-12-31	$98,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$812,068
Contract administrator fees	2016-12-31	$19,421
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BDO USA, LLP
Accountancy firm EIN	2016-12-31	135381590
2015 : ACRISURE 401K SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$2,462,326
Total transfer of assets from this plan	2015-12-31	$387,136
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$35,125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$44,112
Total income from all sources (including contributions)	2015-12-31	$4,159,470
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,356,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,127,874
Value of total corrective distributions	2015-12-31	$43,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,357,501
Value of total assets at end of year	2015-12-31	$23,180,557
Value of total assets at beginning of year	2015-12-31	$19,311,279
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$185,206
Total interest from all sources	2015-12-31	$25,385
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 year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$1,463
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,150,974
Participant contributions at end of year	2015-12-31	$694,234
Participant contributions at beginning of year	2015-12-31	$526,267
Participant contributions at end of year	2015-12-31	$123,436
Participant contributions at beginning of year	2015-12-31	$67,888
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,384,008
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$34,082
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$1,325
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$5,656
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$35,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$44,112
Other income not declared elsewhere	2015-12-31	$2,084
Administrative expenses (other) incurred	2015-12-31	$204
Total non interest bearing cash at end of year	2015-12-31	$43,820
Total non interest bearing cash at beginning of year	2015-12-31	$25,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,803,075
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$23,145,432
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$19,267,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$22,219,033
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$18,662,612
Interest on participant loans	2015-12-31	$25,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$4,210
Net investment gain/loss from pooled separate accounts	2015-12-31	$-225,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$822,519
Employer contributions (assets) at end of year	2015-12-31	$98,709
Employer contributions (assets) at beginning of year	2015-12-31	$19,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,093,792
Contract administrator fees	2015-12-31	$183,539
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BDO USA, LLP
Accountancy firm EIN	2015-12-31	135381590
2014 : ACRISURE 401K SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$1,142,280
Total transfer of assets from this plan	2014-12-31	$631,175
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$44,112
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$39,055
Total income from all sources (including contributions)	2014-12-31	$2,869,999
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$3,340,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,027,909
Expenses. Certain deemed distributions of participant loans	2014-12-31	$17,033
Value of total corrective distributions	2014-12-31	$43,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,342,755
Value of total assets at end of year	2014-12-31	$19,311,279
Value of total assets at beginning of year	2014-12-31	$19,265,140
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$251,570
Total interest from all sources	2014-12-31	$21,056
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 year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$84,161
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,686,396
Participant contributions at end of year	2014-12-31	$526,267
Participant contributions at beginning of year	2014-12-31	$457,420
Participant contributions at end of year	2014-12-31	$67,888
Participant contributions at beginning of year	2014-12-31	$63,115
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$238,954
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$5,656
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$39,104
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$44,112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$39,055
Other income not declared elsewhere	2014-12-31	$37,727
Administrative expenses (other) incurred	2014-12-31	$64,174
Total non interest bearing cash at end of year	2014-12-31	$25,358
Total non interest bearing cash at beginning of year	2014-12-31	$16,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-470,023
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$19,267,167
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$19,226,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$18,662,612
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$16,615,381
Interest on participant loans	2014-12-31	$21,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$4,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,062,893
Net investment gain/loss from pooled separate accounts	2014-12-31	$468,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$417,405
Employer contributions (assets) at end of year	2014-12-31	$19,288
Employer contributions (assets) at beginning of year	2014-12-31	$10,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,027,909
Contract administrator fees	2014-12-31	$103,235
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BDO USA, LLP
Accountancy firm EIN	2014-12-31	135381590
2013 : ACRISURE 401K SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$1,600,151
Total transfer of assets from this plan	2013-12-31	$2,403,972
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$39,055
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$39,772
Total income from all sources (including contributions)	2013-12-31	$4,714,205
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,405,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,137,891
Expenses. Certain deemed distributions of participant loans	2013-12-31	$11,732
Value of total corrective distributions	2013-12-31	$29,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,258,482
Value of total assets at end of year	2013-12-31	$19,265,140
Value of total assets at beginning of year	2013-12-31	$17,761,018
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$226,553
Total interest from all sources	2013-12-31	$19,609
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 year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$51,827
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,411,949
Participant contributions at end of year	2013-12-31	$457,420
Participant contributions at beginning of year	2013-12-31	$551,001
Participant contributions at end of year	2013-12-31	$63,115
Participant contributions at beginning of year	2013-12-31	$90,246
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$675,338
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$12,907
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$39,104
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$19,799
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$39,055
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$39,772
Other income not declared elsewhere	2013-12-31	$11,959
Administrative expenses (other) incurred	2013-12-31	$64,656
Total non interest bearing cash at end of year	2013-12-31	$16,420
Total non interest bearing cash at beginning of year	2013-12-31	$7,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,308,660
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$19,226,085
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$17,721,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$16,615,381
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$14,845,676
Interest on participant loans	2013-12-31	$19,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,062,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,231,373
Net investment gain/loss from pooled separate accounts	2013-12-31	$2,424,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$171,195
Employer contributions (assets) at end of year	2013-12-31	$10,807
Employer contributions (assets) at beginning of year	2013-12-31	$15,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,124,984
Contract administrator fees	2013-12-31	$110,070
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WARMELS & COMSTOCK, PLLC
Accountancy firm EIN	2013-12-31	383204593
2012 : ACRISURE 401K SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$1,227,115
Total transfer of assets from this plan	2012-12-31	$5,238,403
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$39,772
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$65,334
Total income from all sources (including contributions)	2012-12-31	$4,000,530
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,150,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,896,387
Expenses. Certain deemed distributions of participant loans	2012-12-31	$4,266
Value of total corrective distributions	2012-12-31	$39,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,048,497
Value of total assets at end of year	2012-12-31	$17,761,018
Value of total assets at beginning of year	2012-12-31	$19,947,390
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$210,204
Total interest from all sources	2012-12-31	$28,409
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 year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,575,315
Participant contributions at end of year	2012-12-31	$551,001
Participant contributions at beginning of year	2012-12-31	$717,517
Participant contributions at end of year	2012-12-31	$90,246
Participant contributions at beginning of year	2012-12-31	$233,631
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$188,447
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$92,348
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$19,799
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$36,566
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$39,772
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$65,334
Other income not declared elsewhere	2012-12-31	$9,106
Administrative expenses (other) incurred	2012-12-31	$38,633
Total non interest bearing cash at end of year	2012-12-31	$7,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,850,478
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$17,721,246
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$19,882,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$14,845,676
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$18,036,130
Interest on participant loans	2012-12-31	$28,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,231,373
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$827,372
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,914,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$284,735
Employer contributions (assets) at end of year	2012-12-31	$15,593
Employer contributions (assets) at beginning of year	2012-12-31	$96,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,804,039
Contract administrator fees	2012-12-31	$171,571
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WARMELS & COMSTOCK, PLLC
Accountancy firm EIN	2012-12-31	383204593
2011 : ACRISURE 401K SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$440,757
Total transfer of assets from this plan	2011-12-31	$655,195
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$65,334
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$22,270
Total income from all sources (including contributions)	2011-12-31	$1,481,749
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,369,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,015,341
Expenses. Certain deemed distributions of participant loans	2011-12-31	$40,002
Value of total corrective distributions	2011-12-31	$61,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,204,308
Value of total assets at end of year	2011-12-31	$19,947,390
Value of total assets at beginning of year	2011-12-31	$21,006,730
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$252,810
Total interest from all sources	2011-12-31	$29,580
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 year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,674,324
Participant contributions at end of year	2011-12-31	$717,517
Participant contributions at beginning of year	2011-12-31	$659,689
Participant contributions at end of year	2011-12-31	$233,631
Participant contributions at beginning of year	2011-12-31	$45,673
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$128,993
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$82,926
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$36,566
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$10,105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$65,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$22,270
Other income not declared elsewhere	2011-12-31	$22,349
Administrative expenses (other) incurred	2011-12-31	$25,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-887,966
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$19,882,056
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$20,984,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$18,036,130
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$19,694,365
Interest on participant loans	2011-12-31	$29,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$827,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$542,506
Net investment gain/loss from pooled separate accounts	2011-12-31	$-774,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$400,991
Employer contributions (assets) at end of year	2011-12-31	$96,174
Employer contributions (assets) at beginning of year	2011-12-31	$54,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,932,415
Contract administrator fees	2011-12-31	$226,911
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WARMELS & COMSTOCK, PLLC
Accountancy firm EIN	2011-12-31	383204593
2010 : ACRISURE 401K SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$19,193,189
Total transfer of assets from this plan	2010-12-31	$8,210,725
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$22,270
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$1,148
Total income from all sources (including contributions)	2010-12-31	$4,850,547
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,846,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,673,168
Expenses. Certain deemed distributions of participant loans	2010-12-31	$9,232
Value of total corrective distributions	2010-12-31	$19,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,265,763
Value of total assets at end of year	2010-12-31	$20,999,305
Value of total assets at beginning of year	2010-12-31	$7,991,748
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$144,912
Total interest from all sources	2010-12-31	$31,668
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 year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,643,953
Participant contributions at end of year	2010-12-31	$660,977
Participant contributions at beginning of year	2010-12-31	$295,890
Participant contributions at end of year	2010-12-31	$39,647
Participant contributions at beginning of year	2010-12-31	$22,737
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$265,375
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$420,001
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$8,964
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$22,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$1,148
Other income not declared elsewhere	2010-12-31	$402,658
Administrative expenses (other) incurred	2010-12-31	$8,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,003,971
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$20,977,035
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$7,990,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$19,694,365
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$7,012,056
Interest on participant loans	2010-12-31	$31,668
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$542,506
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$645,893
Net investment gain/loss from pooled separate accounts	2010-12-31	$2,150,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$356,435
Employer contributions (assets) at end of year	2010-12-31	$52,846
Employer contributions (assets) at beginning of year	2010-12-31	$15,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,253,167
Contract administrator fees	2010-12-31	$136,802
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BADEN, GAGE & SCHROEDER, LLC
Accountancy firm EIN	2010-12-31	351939627

Form 5500 Responses for ACRISURE 401K SAVINGS PLAN

2017: ACRISURE 401K SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ACRISURE 401K SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ACRISURE 401K SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ACRISURE 401K SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ACRISURE 401K SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ACRISURE 401K SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ACRISURE 401K SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ACRISURE 401K SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP 65097

Policy instance

Insurance contract or identification number	GP 65097
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-09-10
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $223
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	169
Additional information about fees paid to insurance broker	TPA SUBSIDY
Insurance broker organization code?	5
Insurance broker name	PINNACLE FINANCIAL SERVICES, INC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	4
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $57,707
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	36932
Additional information about fees paid to insurance broker	TPA SUBSIDY
Insurance broker organization code?	5
Insurance broker name	ACRISURE, LLC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	587
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $24,822
Total amount of fees paid to insurance company	USD $60,259
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	35577
Additional information about fees paid to insurance broker	TPA SUBSIDY
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $23,122
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	638
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $75,140
Total amount of fees paid to insurance company	USD $61,429
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $48,768
Insurance broker organization code?	4
Amount paid for insurance broker fees	40563
Additional information about fees paid to insurance broker	TPA SUBSIDY
Insurance broker name	PLANMEMBER SECURITIES CORPORATION

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	951
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $69,082
Total amount of fees paid to insurance company	USD $52,919
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	612
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $168,026
Total amount of fees paid to insurance company	USD $57,517
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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See full terms and conditions

Company Name:	ACRISURE, LLC
Employer identification number (EIN):	263554645
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Michigan Secretary of State
Incorporation Date:	2008-10-17
Company Identification Number:	E14188
Legal Registered Office Address:	601 ABBOT ROAD EAST LANSING United States of America (USA) 48823