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L/P INSURANCE SERVICES 401(K) PLAN 401k Plan overview

Plan NameL/P INSURANCE SERVICES 401(K) PLAN
Plan identification number 001

L/P INSURANCE SERVICES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LP INSURANCE SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:LP INSURANCE SERVICES, LLC
Employer identification number (EIN):273054238
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about LP INSURANCE SERVICES, LLC

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 2010-07-15
Company Identification Number: 20101538062
Legal Registered Office Address: 4785 CAUGHLIN PARKWAY

RENO
United States of America (USA)
89519

More information about LP INSURANCE SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L/P INSURANCE SERVICES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01HEATHER A WALKER2023-09-08 HEATHER A WALKER2023-09-08
0012021-01-01JOSEPH E. WYATT2022-07-13 JOSEPH E. WYATT2022-07-13
0012020-01-01JOSEPH E. WYATT2021-07-06 JOSEPH E. WYATT2021-07-06
0012019-01-01JOSEPH E. WYATT2020-05-18 JOSEPH E. WYATT2020-05-18
0012018-01-01JOSEPH E. WYATT2019-07-19 JOSEPH E. WYATT2019-07-19
0012017-01-01JOSEPH E. WYATT JOSEPH E. WYATT2018-08-14
0012016-01-01JOSEPH E. WYATT JOSEPH E. WYATT2017-08-30
0012015-01-01JAMES DEVOLLD JAMES DEVOLLD2016-10-13
0012014-01-01JOSEPH WYATT2015-06-10 JOSEPH WYATT2015-06-10
0012013-01-01JOSEPH WYATT2015-06-10 JOSEPH WYATT2015-06-10
0012012-01-01JOSEPH WYATT2013-07-23 JOSEPH WYATT2013-07-23
0012011-01-01JOSEPH WYATT2012-06-07 JOSEPH WYATT2012-06-07
0012010-09-01JOSEPH WYATT2011-06-01 JOSEPH WYATT2011-06-01

Plan Statistics for L/P INSURANCE SERVICES 401(K) PLAN

401k plan membership statisitcs for L/P INSURANCE SERVICES 401(K) PLAN

Measure Date Value
2022: L/P INSURANCE SERVICES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01237
Total number of active participants reported on line 7a of the Form 55002022-01-01224
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0134
Total of all active and inactive participants2022-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01258
Number of participants with account balances2022-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: L/P INSURANCE SERVICES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01204
Total number of active participants reported on line 7a of the Form 55002021-01-01191
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01219
Number of participants with account balances2021-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: L/P INSURANCE SERVICES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01189
Total number of active participants reported on line 7a of the Form 55002020-01-01180
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0124
Total of all active and inactive participants2020-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01204
Number of participants with account balances2020-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: L/P INSURANCE SERVICES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01165
Total number of active participants reported on line 7a of the Form 55002019-01-01149
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01162
Number of participants with account balances2019-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: L/P INSURANCE SERVICES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01159
Total number of active participants reported on line 7a of the Form 55002018-01-01146
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01164
Number of participants with account balances2018-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: L/P INSURANCE SERVICES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01154
Total number of active participants reported on line 7a of the Form 55002017-01-01148
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01158
Number of participants with account balances2017-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: L/P INSURANCE SERVICES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01140
Total number of active participants reported on line 7a of the Form 55002016-01-01140
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01152
Number of participants with account balances2016-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: L/P INSURANCE SERVICES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01124
Total number of active participants reported on line 7a of the Form 55002015-01-01129
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01139
Number of participants with account balances2015-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on L/P INSURANCE SERVICES 401(K) PLAN

Measure Date Value
2022 : L/P INSURANCE SERVICES 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$289
Total income from all sources (including contributions)2022-12-31$-1,586,261
Total of all expenses incurred2022-12-31$503,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$432,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,356,074
Value of total assets at end of year2022-12-31$23,555,645
Value of total assets at beginning of year2022-12-31$25,644,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$70,535
Total interest from all sources2022-12-31$13,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$1,615,881
Participant contributions at end of year2022-12-31$238,552
Participant contributions at beginning of year2022-12-31$246,600
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$837,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,089,269
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,555,356
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,644,625
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$70,535
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,108,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,199,446
Income. Interest from loans (other than to participants)2022-12-31$13,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,955,925
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$902,389
Employer contributions (assets) at end of year2022-12-31$208,115
Employer contributions (assets) at beginning of year2022-12-31$198,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$432,473
Contract administrator fees2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$289
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 name2022-12-31EIDE BAILLY LLP
Accountancy firm EIN2022-12-31450250958
2021 : L/P INSURANCE SERVICES 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$6,135,820
Total of all expenses incurred2021-12-31$1,065,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$993,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,834,805
Value of total assets at end of year2021-12-31$25,644,625
Value of total assets at beginning of year2021-12-31$20,574,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$72,086
Total interest from all sources2021-12-31$11,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$1,367,110
Participant contributions at end of year2021-12-31$246,600
Participant contributions at beginning of year2021-12-31$219,300
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$606,946
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$5,070,302
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,644,625
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,574,323
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,199,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,173,316
Interest on participant loans2021-12-31$11,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,289,683
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$860,749
Employer contributions (assets) at end of year2021-12-31$198,579
Employer contributions (assets) at beginning of year2021-12-31$181,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$993,432
Contract administrator fees2021-12-31$72,086
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 name2021-12-31EIDE BAILLY LLP
Accountancy firm EIN2021-12-31450250958
2020 : L/P INSURANCE SERVICES 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$5,506,156
Total of all expenses incurred2020-12-31$500,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$447,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,598,004
Value of total assets at end of year2020-12-31$20,574,323
Value of total assets at beginning of year2020-12-31$15,568,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$52,893
Total interest from all sources2020-12-31$11,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$1,185,974
Participant contributions at end of year2020-12-31$219,300
Participant contributions at beginning of year2020-12-31$236,921
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$666,790
Other income not declared elsewhere2020-12-31$91
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$5,005,596
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,574,323
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,568,727
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,173,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,172,940
Interest on participant loans2020-12-31$11,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,896,638
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$745,240
Employer contributions (assets) at end of year2020-12-31$181,707
Employer contributions (assets) at beginning of year2020-12-31$158,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$447,667
Contract administrator fees2020-12-31$52,893
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31EIDE BAILLY LLP
Accountancy firm EIN2020-12-31450250958
2019 : L/P INSURANCE SERVICES 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,588,447
Total of all expenses incurred2019-12-31$1,030,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$984,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,727,023
Value of total assets at end of year2019-12-31$15,568,727
Value of total assets at beginning of year2019-12-31$12,011,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$46,100
Total interest from all sources2019-12-31$13,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$1,036,790
Participant contributions at end of year2019-12-31$236,921
Participant contributions at beginning of year2019-12-31$265,713
Participant contributions at beginning of year2019-12-31$407
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,574
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$3,557,672
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,568,727
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,011,055
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$15,172,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,586,950
Income. Interest from loans (other than to participants)2019-12-31$13,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,847,739
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$668,659
Employer contributions (assets) at end of year2019-12-31$158,866
Employer contributions (assets) at beginning of year2019-12-31$157,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$984,675
Contract administrator fees2019-12-31$46,100
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 name2019-12-31EIDE BAILLY LLP
Accountancy firm EIN2019-12-31450250958
2018 : L/P INSURANCE SERVICES 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$970,978
Total of all expenses incurred2018-12-31$199,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$167,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,883,667
Value of total assets at end of year2018-12-31$12,011,055
Value of total assets at beginning of year2018-12-31$11,240,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,174
Total interest from all sources2018-12-31$11,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$1,044,463
Participant contributions at end of year2018-12-31$265,713
Participant contributions at beginning of year2018-12-31$222,381
Participant contributions at end of year2018-12-31$407
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$182,830
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$770,997
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,011,055
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,240,058
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$11,586,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,868,459
Income. Interest from loans (other than to participants)2018-12-31$11,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-924,132
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$656,374
Employer contributions (assets) at end of year2018-12-31$157,985
Employer contributions (assets) at beginning of year2018-12-31$149,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$167,807
Contract administrator fees2018-12-31$32,174
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31EIDE BAILLY LLP
Accountancy firm EIN2018-12-31450250958
2017 : L/P INSURANCE SERVICES 401(K) 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$3,811,512
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$347,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$344,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,435,929
Value of total assets at end of year2017-12-31$11,240,058
Value of total assets at beginning of year2017-12-31$7,776,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,951
Total interest from all sources2017-12-31$9,587
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$2,200
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$869,669
Participant contributions at end of year2017-12-31$222,381
Participant contributions at beginning of year2017-12-31$175,861
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$975,248
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$3,463,682
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,240,058
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,776,376
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 pooled separate accounts at end of year2017-12-31$10,868,459
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,469,163
Income. Interest from loans (other than to participants)2017-12-31$9,587
Net investment gain/loss from pooled separate accounts2017-12-31$1,365,996
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$591,012
Employer contributions (assets) at end of year2017-12-31$149,218
Employer contributions (assets) at beginning of year2017-12-31$131,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$344,879
Contract administrator fees2017-12-31$751
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 name2017-12-31EIDE BAILLY LLP
Accountancy firm EIN2017-12-31450250958
2016 : L/P INSURANCE SERVICES 401(K) 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$1,928,427
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$99,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$97,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,328,780
Value of total assets at end of year2016-12-31$7,776,376
Value of total assets at beginning of year2016-12-31$5,946,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,951
Total interest from all sources2016-12-31$3,361
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$1,675
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$697,151
Participant contributions at end of year2016-12-31$175,861
Participant contributions at beginning of year2016-12-31$39,926
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$147,400
Total non interest bearing cash at beginning of year2016-12-31$98
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$1,829,425
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,776,376
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,946,951
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$7,469,163
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,819,845
Interest on participant loans2016-12-31$3,361
Net investment gain/loss from pooled separate accounts2016-12-31$596,286
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$484,229
Employer contributions (assets) at end of year2016-12-31$131,352
Employer contributions (assets) at beginning of year2016-12-31$87,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$97,051
Contract administrator fees2016-12-31$276
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 name2016-12-31EIDE BAILLY LLP
Accountancy firm EIN2016-12-31450250958
2015 : L/P INSURANCE SERVICES 401(K) 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$934,977
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$408,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$406,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,015,122
Value of total assets at end of year2015-12-31$5,946,951
Value of total assets at beginning of year2015-12-31$5,420,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,458
Total interest from all sources2015-12-31$2,184
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$1,200
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$540,819
Participant contributions at end of year2015-12-31$39,926
Participant contributions at beginning of year2015-12-31$65,253
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$118,615
Total non interest bearing cash at end of year2015-12-31$98
Total non interest bearing cash at beginning of year2015-12-31$964
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$526,848
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,946,951
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,420,103
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$5,819,845
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,275,803
Interest on participant loans2015-12-31$2,184
Net investment gain/loss from pooled separate accounts2015-12-31$-82,329
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$355,688
Employer contributions (assets) at end of year2015-12-31$87,082
Employer contributions (assets) at beginning of year2015-12-31$78,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$406,671
Contract administrator fees2015-12-31$258
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 name2015-12-31EIDE BAILLY LLP
Accountancy firm EIN2015-12-31450250958

Form 5500 Responses for L/P INSURANCE SERVICES 401(K) PLAN

2022: L/P INSURANCE SERVICES 401(K) 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: L/P INSURANCE SERVICES 401(K) 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: L/P INSURANCE SERVICES 401(K) 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: L/P INSURANCE SERVICES 401(K) 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: L/P INSURANCE SERVICES 401(K) 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: L/P INSURANCE SERVICES 401(K) 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 - TrustYes
2016: L/P INSURANCE SERVICES 401(K) 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 - TrustYes
2015: L/P INSURANCE SERVICES 401(K) 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 - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99123
Policy instance 1
Insurance contract or identification number99123
Number of Individuals Covered140
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $40,734
Total amount of fees paid to insurance companyUSD $2,200
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?No
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
Commission paid to Insurance BrokerUSD $29,542
Insurance broker organization code?3
Amount paid for insurance broker fees2200
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameNATIONAL BENEFIT SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99123
Policy instance 1
Insurance contract or identification number99123
Number of Individuals Covered110
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $25,572
Total amount of fees paid to insurance companyUSD $1,200
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?No
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
Commission paid to Insurance BrokerUSD $22,667
Insurance broker organization code?3
Amount paid for insurance broker fees1200
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameNATIONAL BENEFIT SERVICES, LLC

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