401k Plan data: LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	003

LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP). Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

LEONARD INSURANCE SERVICES AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: LEONARD INSURANCE SERVICES AGENCY, INC.

Employer identification number (EIN): 341409449

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2016-01-01 MARLENE MCLENDON
003 2015-01-01 MARLENE MCLENDON
003 2014-01-01 MARLENE MCLENDON
003 2013-01-01 MARLENE MCLENDON
003 2012-01-01 MARLENE MCLENDON
003 2011-01-01 MARLENE MCLENDON MARLENE MCLENDON 2012-05-03
003 2009-01-01 MARLENE MCLENDON MARLENE MCLENDON 2010-06-22

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2016-01-01	MARLENE MCLENDON
003	2015-01-01	MARLENE MCLENDON
003	2014-01-01	MARLENE MCLENDON
003	2013-01-01	MARLENE MCLENDON
003	2012-01-01	MARLENE MCLENDON
003	2011-01-01	MARLENE MCLENDON	MARLENE MCLENDON	2012-05-03
003	2009-01-01	MARLENE MCLENDON	MARLENE MCLENDON	2010-06-22

Plan Statistics for LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2016: LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
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 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 58
Total of all active and inactive participants 2015-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 58
Number of participants with account balances 2015-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 58
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 58
Number of participants with account balances 2014-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 49
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 9
Total of all active and inactive participants 2013-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 58
Number of participants with account balances 2013-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 48
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 58
Number of participants with account balances 2012-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 53
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 4
Total of all active and inactive participants 2011-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 57
Number of participants with account balances 2011-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 53
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 60
Number of participants with account balances 2009-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
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	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	58
Total of all active and inactive participants	2015-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	58
Number of participants with account balances	2015-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	58
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	58
Number of participants with account balances	2014-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	49
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	9
Total of all active and inactive participants	2013-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	58
Number of participants with account balances	2013-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	48
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	58
Number of participants with account balances	2012-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	53
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	4
Total of all active and inactive participants	2011-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	57
Number of participants with account balances	2011-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	53
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	60
Number of participants with account balances	2009-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2016 : LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-11-21	$0
Total plan liabilities at beginning of year	2016-11-21	$0
Total income from all sources	2016-11-21	$514,248
Expenses. Total of all expenses incurred	2016-11-21	$594,449
Benefits paid (including direct rollovers)	2016-11-21	$594,259
Total plan assets at end of year	2016-11-21	$0
Total plan assets at beginning of year	2016-11-21	$80,201
Value of fidelity bond covering the plan	2016-11-21	$500,000
Expenses. Other expenses not covered elsewhere	2016-11-21	$190
Other income received	2016-11-21	$514,248
Net income (gross income less expenses)	2016-11-21	$-80,201
Net plan assets at end of year (total assets less liabilities)	2016-11-21	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-11-21	$80,201
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-11-21	$0
2015 : LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$6
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$80,201
Total plan assets at beginning of year	2015-12-31	$80,195
Value of fidelity bond covering the plan	2015-12-31	$500,000
Other income received	2015-12-31	$6
Net income (gross income less expenses)	2015-12-31	$6
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$80,201
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$80,195
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$80,545
Expenses. Total of all expenses incurred	2014-12-31	$5,556,023
Benefits paid (including direct rollovers)	2014-12-31	$5,556,023
Total plan assets at end of year	2014-12-31	$80,195
Total plan assets at beginning of year	2014-12-31	$5,555,673
Value of fidelity bond covering the plan	2014-12-31	$500,000
Other income received	2014-12-31	$80,545
Net income (gross income less expenses)	2014-12-31	$-5,475,478
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$80,195
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,555,673
Assets. Value of employer securities	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,843,648
Expenses. Total of all expenses incurred	2013-12-31	$696,601
Benefits paid (including direct rollovers)	2013-12-31	$696,601
Total plan assets at end of year	2013-12-31	$5,555,673
Total plan assets at beginning of year	2013-12-31	$4,408,626
Value of fidelity bond covering the plan	2013-12-31	$500,000
Other income received	2013-12-31	$1,147,048
Net income (gross income less expenses)	2013-12-31	$1,147,047
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,555,673
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,408,626
Assets. Value of employer securities	2013-12-31	$5,548,526
Total contributions received or receivable from employer(s)	2013-12-31	$696,600
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$404,585
Expenses. Total of all expenses incurred	2012-12-31	$336,285
Benefits paid (including direct rollovers)	2012-12-31	$336,285
Total plan assets at end of year	2012-12-31	$4,408,626
Total plan assets at beginning of year	2012-12-31	$4,340,326
Value of fidelity bond covering the plan	2012-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Other income received	2012-12-31	$68,300
Net income (gross income less expenses)	2012-12-31	$68,300
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,408,626
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,340,326
Assets. Value of employer securities	2012-12-31	$4,401,480
Total contributions received or receivable from employer(s)	2012-12-31	$336,285
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$445,684
Expenses. Total of all expenses incurred	2011-12-31	$428,447
Benefits paid (including direct rollovers)	2011-12-31	$428,447
Total plan assets at end of year	2011-12-31	$4,340,326
Total plan assets at beginning of year	2011-12-31	$4,323,089
Value of fidelity bond covering the plan	2011-12-31	$500,000
Other income received	2011-12-31	$51,230
Net income (gross income less expenses)	2011-12-31	$17,237
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,340,326
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,323,089
Assets. Value of employer securities	2011-12-31	$4,333,240
Total contributions received or receivable from employer(s)	2011-12-31	$394,454
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$313,600
Expenses. Total of all expenses incurred	2010-12-31	$170,755
Benefits paid (including direct rollovers)	2010-12-31	$170,755
Total plan assets at end of year	2010-12-31	$4,323,089
Total plan assets at beginning of year	2010-12-31	$4,180,244
Value of fidelity bond covering the plan	2010-12-31	$500,000
Other income received	2010-12-31	$153,600
Net income (gross income less expenses)	2010-12-31	$142,845
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,323,089
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,180,244
Assets. Value of employer securities	2010-12-31	$4,282,060
Total contributions received or receivable from employer(s)	2010-12-31	$160,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2016: LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LEONARD INSURANCE SERVICES AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LEONARD INSURANCE SERVICES AGENCY, INC.
Employer identification number (EIN):	341409449
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages