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NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN 401k Plan overview

Plan NameNATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN
Plan identification number 001

NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:NATIONAL INTERSTATE INSURANCE AGENCY, INC.
Employer identification number (EIN):341607396
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01TONY BROWN
0012014-01-01JOLINE V MANNING JOLINE V MANNING2015-07-27
0012013-01-01JULIE A. MCGRAW
0012012-01-01PAM MCDERMID
0012011-01-01PAMELA MCDERMID
0012009-01-01PAMELA MCDERMID

Plan Statistics for NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN

401k plan membership statisitcs for NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2015: NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01705
Total number of active participants reported on line 7a of the Form 55002015-01-01711
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0186
Total of all active and inactive participants2015-01-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01797
Number of participants with account balances2015-01-01797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01659
Total number of active participants reported on line 7a of the Form 55002014-01-01565
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01127
Total of all active and inactive participants2014-01-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01692
Number of participants with account balances2014-01-01663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0125
2013: NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01611
Total number of active participants reported on line 7a of the Form 55002013-01-01548
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01110
Total of all active and inactive participants2013-01-01659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01659
Number of participants with account balances2013-01-01615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01586
Total number of active participants reported on line 7a of the Form 55002012-01-01528
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0182
Total of all active and inactive participants2012-01-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01611
Number of participants with account balances2012-01-01570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0123
2011: NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01533
Total number of active participants reported on line 7a of the Form 55002011-01-01491
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0193
Total of all active and inactive participants2011-01-01585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01586
Number of participants with account balances2011-01-01560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2009: NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01393
Total number of active participants reported on line 7a of the Form 55002009-01-01329
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0170
Total of all active and inactive participants2009-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01399
Number of participants with account balances2009-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2015 : NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,298
Total unrealized appreciation/depreciation of assets2015-12-31$-2,298
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,192,963
Total loss/gain on sale of assets2015-12-31$2,765
Total of all expenses incurred2015-12-31$3,063,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,008,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,305,114
Value of total assets at end of year2015-12-31$26,319,938
Value of total assets at beginning of year2015-12-31$26,190,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$55,130
Total interest from all sources2015-12-31$16,611
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$123,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$117,822
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,277,711
Participant contributions at end of year2015-12-31$457,100
Participant contributions at beginning of year2015-12-31$509,368
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$458,065
Other income not declared elsewhere2015-12-31$2,470
Administrative expenses (other) incurred2015-12-31$55,130
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$129,604
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,319,938
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,190,334
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$4,424,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$23,072,233
Value of interest in pooled separate accounts at end of year2015-12-31$20,728,674
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$15,185
Interest earned on other investments2015-12-31$1,366
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$1,258,088
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$60
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$148,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$480,201
Net investment gain/loss from pooled separate accounts2015-12-31$-735,711
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
Assets. Invements in employer securities at end of year2015-12-31$561,370
Assets. Invements in employer securities at beginning of year2015-12-31$619,001
Contributions received in cash from employer2015-12-31$569,338
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$731,644
Income. Dividends from common stock2015-12-31$5,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,008,229
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
Aggregate proceeds on sale of assets2015-12-31$141,183
Aggregate carrying amount (costs) on sale of assets2015-12-31$138,418
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2015-12-31341818258
2014 : NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$60,995
Total unrealized appreciation/depreciation of assets2014-12-31$60,995
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,330,442
Total loss/gain on sale of assets2014-12-31$39,556
Total of all expenses incurred2014-12-31$2,283,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,279,971
Expenses. Certain deemed distributions of participant loans2014-12-31$1,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,692,173
Value of total assets at end of year2014-12-31$26,190,334
Value of total assets at beginning of year2014-12-31$23,143,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,209
Total interest from all sources2014-12-31$20,924
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,473,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,469,137
Administrative expenses professional fees incurred2014-12-31$2,209
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,856,347
Participant contributions at end of year2014-12-31$509,368
Participant contributions at beginning of year2014-12-31$471,451
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,104,182
Other income not declared elsewhere2014-12-31$58,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,046,529
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,190,334
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$23,143,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$23,072,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,206,617
Interest on participant loans2014-12-31$20,924
Value of interest in common/collective trusts at end of year2014-12-31$1,258,088
Value of interest in common/collective trusts at beginning of year2014-12-31$1,157,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-42,058
Net investment gain or loss from common/collective trusts2014-12-31$26,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$619,001
Assets. Invements in employer securities at beginning of year2014-12-31$514,447
Contributions received in cash from employer2014-12-31$731,644
Employer contributions (assets) at end of year2014-12-31$731,644
Employer contributions (assets) at beginning of year2014-12-31$794,040
Income. Dividends from common stock2014-12-31$4,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,279,971
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$748,705
Aggregate carrying amount (costs) on sale of assets2014-12-31$709,149
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2014-12-31341818258
2013 : NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-117,281
Total unrealized appreciation/depreciation of assets2013-12-31$-117,281
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,338,902
Total loss/gain on sale of assets2013-12-31$19,036
Total of all expenses incurred2013-12-31$2,199,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,150,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,941,355
Value of total assets at end of year2013-12-31$23,143,805
Value of total assets at beginning of year2013-12-31$19,004,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$48,847
Total interest from all sources2013-12-31$18,399
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$719,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$719,915
Administrative expenses professional fees incurred2013-12-31$48,847
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,784,771
Participant contributions at end of year2013-12-31$471,451
Participant contributions at beginning of year2013-12-31$485,118
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$362,408
Other income not declared elsewhere2013-12-31$46,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,139,150
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,143,805
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,004,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,206,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,691,907
Interest on participant loans2013-12-31$18,399
Value of interest in common/collective trusts at end of year2013-12-31$1,157,250
Value of interest in common/collective trusts at beginning of year2013-12-31$1,371,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,709,096
Net investment gain or loss from common/collective trusts2013-12-31$2,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$514,447
Assets. Invements in employer securities at beginning of year2013-12-31$649,450
Contributions received in cash from employer2013-12-31$794,176
Employer contributions (assets) at end of year2013-12-31$794,040
Employer contributions (assets) at beginning of year2013-12-31$807,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,150,905
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$728,359
Aggregate carrying amount (costs) on sale of assets2013-12-31$709,323
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2013-12-31341818258
2012 : NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$123,857
Total unrealized appreciation/depreciation of assets2012-12-31$123,857
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,825,618
Total loss/gain on sale of assets2012-12-31$1,787
Total of all expenses incurred2012-12-31$1,498,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,465,553
Value of total corrective distributions2012-12-31$1,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,769,489
Value of total assets at end of year2012-12-31$19,004,655
Value of total assets at beginning of year2012-12-31$15,677,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$31,027
Total interest from all sources2012-12-31$17,326
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$316,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$316,942
Administrative expenses professional fees incurred2012-12-31$31,027
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,671,162
Participant contributions at end of year2012-12-31$485,118
Participant contributions at beginning of year2012-12-31$462,088
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$291,235
Other income not declared elsewhere2012-12-31$29,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,327,435
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,004,655
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,677,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,691,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,631,952
Interest on participant loans2012-12-31$17,326
Value of interest in common/collective trusts at end of year2012-12-31$1,371,088
Value of interest in common/collective trusts at beginning of year2012-12-31$1,742,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,562,272
Net investment gain or loss from common/collective trusts2012-12-31$4,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$649,450
Contributions received in cash from employer2012-12-31$807,092
Employer contributions (assets) at end of year2012-12-31$807,092
Employer contributions (assets) at beginning of year2012-12-31$840,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,465,553
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$441,422
Aggregate carrying amount (costs) on sale of assets2012-12-31$439,635
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2012-12-31341818258
2011 : NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,509,509
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,253,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,250,285
Expenses. Certain deemed distributions of participant loans2011-12-31$1,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,882,539
Value of total assets at end of year2011-12-31$15,677,220
Value of total assets at beginning of year2011-12-31$13,421,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,100
Total interest from all sources2011-12-31$17,705
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$233,388
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$233,388
Administrative expenses professional fees incurred2011-12-31$2,100
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,551,600
Participant contributions at end of year2011-12-31$462,088
Participant contributions at beginning of year2011-12-31$440,565
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,490,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,255,889
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,677,220
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,421,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,631,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,949,642
Interest on participant loans2011-12-31$17,705
Value of interest in common/collective trusts at end of year2011-12-31$1,742,286
Value of interest in common/collective trusts at beginning of year2011-12-31$1,368,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-626,025
Net investment gain or loss from common/collective trusts2011-12-31$1,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$840,894
Employer contributions (assets) at end of year2011-12-31$840,894
Employer contributions (assets) at beginning of year2011-12-31$662,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,250,285
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2011-12-31341818258
2010 : NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,133,585
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$650,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$649,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,889,877
Value of total assets at end of year2010-12-31$13,421,331
Value of total assets at beginning of year2010-12-31$8,938,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,350
Total interest from all sources2010-12-31$12,267
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$164,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$164,317
Administrative expenses professional fees incurred2010-12-31$1,350
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,175,525
Participant contributions at end of year2010-12-31$440,565
Participant contributions at beginning of year2010-12-31$184,717
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,052,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,483,000
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,421,331
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,938,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,949,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,997,067
Interest on participant loans2010-12-31$12,267
Value of interest in common/collective trusts at end of year2010-12-31$1,368,956
Value of interest in common/collective trusts at beginning of year2010-12-31$1,221,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,064,169
Net investment gain or loss from common/collective trusts2010-12-31$2,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$662,168
Employer contributions (assets) at end of year2010-12-31$662,168
Employer contributions (assets) at beginning of year2010-12-31$535,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$649,235
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2010-12-31341818258
2009 : NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN

2015: NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074374
Policy instance 1
Insurance contract or identification number074374
Number of Individuals Covered797
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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