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EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan NameEUCLID INSURANCE SERVICES, INC. 401(K) PLAN
Plan identification number 001

EUCLID INSURANCE SERVICES, INC. 401(K) 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:EUCLID INSURANCE SERVICES, INC.
Employer identification number (EIN):362533337
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about EUCLID INSURANCE SERVICES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2002-01-14
Company Identification Number: 0800047843
Legal Registered Office Address: 234 SPRING LAKE DR

ITASCA
United States of America (USA)
60143

More information about EUCLID INSURANCE SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EUCLID INSURANCE SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MAUREEN DUNN MAUREEN DUNN2018-09-18
0012016-01-01MAUREEN DUNN MAUREEN DUNN2017-08-15
0012015-01-01MAUREEN DUNN MAUREEN DUNN2016-08-19
0012014-01-01MAUREEN DUNN
0012013-01-01JOHN N. COLIS
0012012-01-01JOHN N. COLIS
0012011-01-01JOHN N COLIS
0012010-01-01JOHN N COLIS
0012009-01-01JOHN N COLIS

Plan Statistics for EUCLID INSURANCE SERVICES, INC. 401(K) PLAN

401k plan membership statisitcs for EUCLID INSURANCE SERVICES, INC. 401(K) PLAN

Measure Date Value
2022: EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01216
Total number of active participants reported on line 7a of the Form 55002022-01-01186
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0142
Total of all active and inactive participants2022-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01231
Number of participants with account balances2022-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01160
Total number of active participants reported on line 7a of the Form 55002021-01-01164
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0149
Total of all active and inactive participants2021-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01216
Number of participants with account balances2021-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01155
Total number of active participants reported on line 7a of the Form 55002020-01-01127
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0133
Total of all active and inactive participants2020-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01160
Number of participants with account balances2020-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01138
Total number of active participants reported on line 7a of the Form 55002019-01-01130
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0125
Total of all active and inactive participants2019-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01155
Number of participants with account balances2019-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01130
Total number of active participants reported on line 7a of the Form 55002018-01-01104
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0134
Total of all active and inactive participants2018-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01138
Number of participants with account balances2018-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01111
Total number of active participants reported on line 7a of the Form 55002017-01-0197
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01130
Number of participants with account balances2017-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01114
Total number of active participants reported on line 7a of the Form 55002016-01-0176
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0135
Total of all active and inactive participants2016-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01111
Number of participants with account balances2016-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01116
Total number of active participants reported on line 7a of the Form 55002015-01-0169
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01114
Number of participants with account balances2015-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01134
Total number of active participants reported on line 7a of the Form 55002014-01-0178
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01116
Number of participants with account balances2014-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01135
Total number of active participants reported on line 7a of the Form 55002013-01-0191
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01134
Total participants2013-01-01134
Number of participants with account balances2013-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01172
Total number of active participants reported on line 7a of the Form 55002012-01-01101
Number of other retired or separated participants entitled to future benefits2012-01-0148
Total of all active and inactive participants2012-01-01149
Total participants2012-01-01149
Number of participants with account balances2012-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01150
Total number of active participants reported on line 7a of the Form 55002011-01-01141
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01175
Total participants2011-01-01175
Number of participants with account balances2011-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01219
Total number of active participants reported on line 7a of the Form 55002010-01-01154
Number of other retired or separated participants entitled to future benefits2010-01-0132
Total of all active and inactive participants2010-01-01186
Total participants2010-01-01186
Number of participants with account balances2010-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01246
Total number of active participants reported on line 7a of the Form 55002009-01-01212
Number of other retired or separated participants entitled to future benefits2009-01-0141
Total of all active and inactive participants2009-01-01253
Total participants2009-01-01253
Number of participants with account balances2009-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on EUCLID INSURANCE SERVICES, INC. 401(K) PLAN

Measure Date Value
2022 : EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,090,756
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,348,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,262,757
Value of total corrective distributions2022-12-31$727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,473,681
Value of total assets at end of year2022-12-31$20,295,262
Value of total assets at beginning of year2022-12-31$24,734,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$85,316
Total interest from all sources2022-12-31$11,987
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$929,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$929,395
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,069,313
Participant contributions at end of year2022-12-31$107,911
Participant contributions at beginning of year2022-12-31$140,574
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$244,829
Other income not declared elsewhere2022-12-31$-75,084
Administrative expenses (other) incurred2022-12-31$85,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,439,556
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,295,262
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,734,818
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,460,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$23,966,216
Interest on participant loans2022-12-31$4,109
Interest earned on other investments2022-12-31$7,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$726,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$628,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,430,735
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$1,159,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,262,757
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 name2022-12-31PORTE BROWN LLC
Accountancy firm EIN2022-12-31362663358
2021 : EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,250,343
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,683,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,600,208
Expenses. Certain deemed distributions of participant loans2021-12-31$112
Value of total corrective distributions2021-12-31$2,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,649,531
Value of total assets at end of year2021-12-31$24,734,818
Value of total assets at beginning of year2021-12-31$21,167,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$80,815
Total interest from all sources2021-12-31$15,617
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,209,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,209,101
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,751,359
Participant contributions at end of year2021-12-31$140,574
Participant contributions at beginning of year2021-12-31$131,981
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$28,478
Other income not declared elsewhere2021-12-31$2
Administrative expenses (other) incurred2021-12-31$80,815
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$3,566,986
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,734,818
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,167,832
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$23,966,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,448,579
Interest on participant loans2021-12-31$9,471
Interest earned on other investments2021-12-31$6,146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$628,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$587,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,376,092
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$869,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,600,208
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31PORTE BROWN LLC
Accountancy firm EIN2021-12-31362663358
2020 : EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,086,838
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,025,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$971,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,194,868
Value of total assets at end of year2020-12-31$21,167,832
Value of total assets at beginning of year2020-12-31$16,106,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$53,984
Total interest from all sources2020-12-31$10,604
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$710,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$710,867
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,287,495
Participant contributions at end of year2020-12-31$131,981
Participant contributions at beginning of year2020-12-31$158,024
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$316,948
Other income not declared elsewhere2020-12-31$2
Administrative expenses (other) incurred2020-12-31$53,984
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$5,060,940
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,167,832
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,106,892
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$20,448,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,358,793
Interest on participant loans2020-12-31$6,650
Interest earned on other investments2020-12-31$3,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$587,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$590,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,170,497
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$590,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$971,914
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PORTE BROWN LLC
Accountancy firm EIN2020-12-31362663358
2019 : EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,757,257
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$912,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$887,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,564,428
Value of total assets at end of year2019-12-31$16,106,892
Value of total assets at beginning of year2019-12-31$12,262,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,896
Total interest from all sources2019-12-31$18,774
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$692,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$692,348
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,078,986
Participant contributions at end of year2019-12-31$158,024
Participant contributions at beginning of year2019-12-31$143,354
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$17,849
Administrative expenses (other) incurred2019-12-31$25,896
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$3,844,274
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,106,892
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,262,618
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$15,358,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,591,931
Interest on participant loans2019-12-31$8,762
Interest earned on other investments2019-12-31$10,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$590,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$527,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,481,707
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$467,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$887,087
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 name2019-12-31PORTE BROWN LLC
Accountancy firm EIN2019-12-31362663358
2018 : EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$363,902
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$48,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$45,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,257,326
Value of total assets at end of year2018-12-31$12,262,618
Value of total assets at beginning of year2018-12-31$11,946,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,421
Total interest from all sources2018-12-31$16,023
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$921,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$921,645
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$896,640
Participant contributions at end of year2018-12-31$143,354
Participant contributions at beginning of year2018-12-31$105,738
Other income not declared elsewhere2018-12-31$18
Administrative expenses (other) incurred2018-12-31$2,421
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$315,774
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,262,618
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,946,844
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$11,591,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,198,371
Interest on participant loans2018-12-31$5,151
Interest earned on other investments2018-12-31$10,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$527,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$642,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,831,110
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$360,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$45,707
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 name2018-12-31PORTE BROWN LLC
Accountancy firm EIN2018-12-31362663358
2017 : EUCLID INSURANCE SERVICES, INC. 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$2,874,958
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$656,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$656,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,010,995
Value of total assets at end of year2017-12-31$11,946,844
Value of total assets at beginning of year2017-12-31$9,727,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$13,574
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$477,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$477,529
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$730,005
Participant contributions at end of year2017-12-31$105,738
Participant contributions at beginning of year2017-12-31$137,437
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,603
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$2,150
Other income not declared elsewhere2017-12-31$24
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$2,218,928
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,946,844
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,727,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,198,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,947,349
Interest on participant loans2017-12-31$5,280
Interest earned on other investments2017-12-31$8,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$642,735
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$643,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,372,836
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$277,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$653,880
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 name2017-12-31PORTE BROWN LLC
Accountancy firm EIN2017-12-31362663358
2016 : EUCLID INSURANCE SERVICES, INC. 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$1,703,761
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$720,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$717,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,062,301
Value of total assets at end of year2016-12-31$9,727,916
Value of total assets at beginning of year2016-12-31$8,744,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,419
Total interest from all sources2016-12-31$18,758
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$354,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$354,069
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$453,915
Participant contributions at end of year2016-12-31$137,437
Participant contributions at beginning of year2016-12-31$95,942
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$459,777
Administrative expenses (other) incurred2016-12-31$2,419
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$983,740
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,727,916
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,744,176
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$8,947,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,793,706
Interest on participant loans2016-12-31$6,042
Interest earned on other investments2016-12-31$12,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$643,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$854,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$268,633
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$148,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$717,602
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 name2016-12-31PORTE BROWN LLC
Accountancy firm EIN2016-12-31362663358
2015 : EUCLID INSURANCE SERVICES, INC. 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$21,900
Total income from all sources (including contributions)2015-12-31$721,540
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,557,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,554,386
Value of total corrective distributions2015-12-31$149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$663,067
Value of total assets at end of year2015-12-31$8,744,176
Value of total assets at beginning of year2015-12-31$9,602,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,120
Total interest from all sources2015-12-31$13,476
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$364,070
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$364,070
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$455,641
Participant contributions at end of year2015-12-31$95,942
Participant contributions at beginning of year2015-12-31$80,909
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$65,212
Other income not declared elsewhere2015-12-31$257
Administrative expenses (other) incurred2015-12-31$3,120
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$21,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-836,115
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,744,176
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,580,291
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$7,793,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,977,055
Interest on participant loans2015-12-31$3,570
Interest earned on other investments2015-12-31$9,906
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$854,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$544,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-319,330
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$142,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,554,386
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 name2015-12-31PORTE BROWN LLC
Accountancy firm EIN2015-12-31362663358
2014 : EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$21,900
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$1,334,898
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,640,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,623,053
Value of total corrective distributions2014-12-31$8,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$786,206
Value of total assets at end of year2014-12-31$9,602,191
Value of total assets at beginning of year2014-12-31$10,885,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,831
Total interest from all sources2014-12-31$23,422
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$325,258
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$325,258
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$513,039
Participant contributions at end of year2014-12-31$80,909
Participant contributions at beginning of year2014-12-31$199,066
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$128,758
Other income not declared elsewhere2014-12-31$-94
Administrative expenses (other) incurred2014-12-31$8,831
Liabilities. Value of operating payables at end of year2014-12-31$21,900
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,305,577
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,580,291
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,885,868
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$8,977,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,010,431
Interest on participant loans2014-12-31$7,221
Interest earned on other investments2014-12-31$16,201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$544,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,676,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$200,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$144,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,623,053
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PORTE BROWN LLC
Accountancy firm EIN2014-12-31362663358
2013 : EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,591
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,214
Total income from all sources (including contributions)2013-12-31$2,720,928
Total of all expenses incurred2013-12-31$2,778,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,757,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$595,168
Value of total assets at end of year2013-12-31$10,885,868
Value of total assets at beginning of year2013-12-31$10,936,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,923
Total interest from all sources2013-12-31$10,670
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$247,005
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$247,005
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$497,106
Participant contributions at end of year2013-12-31$199,066
Participant contributions at beginning of year2013-12-31$224,460
Liabilities. Value of operating payables at end of year2013-12-31$8,591
Liabilities. Value of operating payables at beginning of year2013-12-31$2,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-57,337
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,877,277
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,934,614
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
Investment advisory and management fees2013-12-31$20,923
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,010,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,636,223
Interest on participant loans2013-12-31$10,670
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,676,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,076,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,868,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$98,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,757,342
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PORTE BROWN LLC
Accountancy firm EIN2013-12-31362663358
2012 : EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,214
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,528
Total income from all sources (including contributions)2012-12-31$2,124,822
Total of all expenses incurred2012-12-31$1,046,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,042,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$892,560
Value of total assets at end of year2012-12-31$10,936,828
Value of total assets at beginning of year2012-12-31$9,861,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,946
Total interest from all sources2012-12-31$10,686
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$21,793
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$21,793
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$465,020
Participant contributions at end of year2012-12-31$224,460
Participant contributions at beginning of year2012-12-31$223,016
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$416,765
Liabilities. Value of operating payables at end of year2012-12-31$2,214
Liabilities. Value of operating payables at beginning of year2012-12-31$4,528
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$1,077,957
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,934,614
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,856,657
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
Investment advisory and management fees2012-12-31$3,946
Value of interest in pooled separate accounts at end of year2012-12-31$8,636,223
Value of interest in pooled separate accounts at beginning of year2012-12-31$8,242,881
Interest on participant loans2012-12-31$10,686
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,076,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,395,288
Net investment gain/loss from pooled separate accounts2012-12-31$1,199,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$10,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,042,919
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PORTE BROWN LLC
Accountancy firm EIN2012-12-31362663358
2011 : EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,528
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,336
Total income from all sources (including contributions)2011-12-31$506,083
Total of all expenses incurred2011-12-31$261,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$259,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$661,324
Value of total assets at end of year2011-12-31$9,861,185
Value of total assets at beginning of year2011-12-31$9,617,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,433
Total interest from all sources2011-12-31$10,638
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$29,615
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$29,615
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$520,572
Participant contributions at end of year2011-12-31$223,016
Participant contributions at beginning of year2011-12-31$139,806
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$138,286
Liabilities. Value of operating payables at end of year2011-12-31$4,528
Liabilities. Value of operating payables at beginning of year2011-12-31$5,336
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$244,459
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,856,657
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,612,198
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
Investment advisory and management fees2011-12-31$2,433
Value of interest in pooled separate accounts at end of year2011-12-31$8,242,881
Value of interest in pooled separate accounts at beginning of year2011-12-31$8,364,783
Interest on participant loans2011-12-31$10,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,395,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,112,945
Net investment gain/loss from pooled separate accounts2011-12-31$-195,494
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$2,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$259,191
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PORTE BROWN LLC
Accountancy firm EIN2011-12-31362663358
2010 : EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,336
Total income from all sources (including contributions)2010-12-31$1,634,245
Total of all expenses incurred2010-12-31$400,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$393,201
Value of total corrective distributions2010-12-31$5,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$526,684
Value of total assets at end of year2010-12-31$9,617,534
Value of total assets at beginning of year2010-12-31$8,378,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,021
Total interest from all sources2010-12-31$10,596
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$25,700
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$25,700
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$517,973
Participant contributions at end of year2010-12-31$139,806
Participant contributions at beginning of year2010-12-31$161,895
Liabilities. Value of operating payables at end of year2010-12-31$5,336
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$1,233,687
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,612,198
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,378,511
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
Investment advisory and management fees2010-12-31$2,021
Value of interest in pooled separate accounts at end of year2010-12-31$8,364,783
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,193,802
Interest on participant loans2010-12-31$10,596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,112,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,022,814
Net investment gain/loss from pooled separate accounts2010-12-31$1,071,265
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$8,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$393,201
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PORTE BROWN LLC
Accountancy firm EIN2010-12-31362663358

Form 5500 Responses for EUCLID INSURANCE SERVICES, INC. 401(K) PLAN

2022: EUCLID INSURANCE SERVICES, INC. 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EUCLID INSURANCE SERVICES, INC. 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EUCLID INSURANCE SERVICES, INC. 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EUCLID INSURANCE SERVICES, INC. 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EUCLID INSURANCE SERVICES, INC. 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: EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EUCLID INSURANCE SERVICES, INC. 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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EUCLID INSURANCE SERVICES, INC. 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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EUCLID INSURANCE SERVICES, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1147
Policy instance 1
Insurance contract or identification numberYH1147
Number of Individuals Covered231
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1147
Policy instance 1
Insurance contract or identification numberYH1147
Number of Individuals Covered216
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1147
Policy instance 1
Insurance contract or identification numberYH1147
Number of Individuals Covered160
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1147
Policy instance 1
Insurance contract or identification numberYH1147
Number of Individuals Covered155
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1147
Policy instance 1
Insurance contract or identification numberYH1147
Number of Individuals Covered130
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1147
Policy instance 1
Insurance contract or identification numberYH1147
Number of Individuals Covered114
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number931069-01
Policy instance 2
Insurance contract or identification number931069-01
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-07-24
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number931069-01
Policy instance 2
Insurance contract or identification number931069-01
Number of Individuals Covered13
Insurance policy start date2014-01-01
Insurance policy end date2014-07-27
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1147
Policy instance 1
Insurance contract or identification numberYH1147
Number of Individuals Covered116
Insurance policy start date2014-07-28
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number931069-01
Policy instance 1
Insurance contract or identification number931069-01
Number of Individuals Covered39
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number931069-01
Policy instance 1
Insurance contract or identification number931069-01
Number of Individuals Covered36
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number931069-01
Policy instance 1
Insurance contract or identification number931069-01
Number of Individuals Covered140
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number931069-01
Policy instance 1
Insurance contract or identification number931069-01
Number of Individuals Covered135
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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