401k Plan data: SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN plan

SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 401k Plan overview

Plan Name	SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN
Plan identification number	001

SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SKYWARD SERVICE GROUP has sponsored the creation of one or more 401k plans.

Company Name: SKYWARD SERVICE GROUP

Employer identification number (EIN): 455463484

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about SKYWARD SERVICE GROUP

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 5166940

More information about SKYWARD SERVICE GROUP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 TERI WALL TERI WALL 2018-10-10
001 2016-01-01 ANGELA LEWIS ANGELA LEWIS 2018-01-29
001 2014-01-01 TERI WALL

Plan Statistics for SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN

401k plan membership statisitcs for SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN

Measure Date Value
2022: SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 515
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 448
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 128
Total of all active and inactive participants 2022-01-01 576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 4
Total participants 2022-01-01 580
Number of participants with account balances 2022-01-01 564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 31
2021: SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 454
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 391
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 123
Total of all active and inactive participants 2021-01-01 514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 515
Number of participants with account balances 2021-01-01 498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 26
2020: SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 456
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 355
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 96
Total of all active and inactive participants 2020-01-01 453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 454
Number of participants with account balances 2020-01-01 361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 9
2019: SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 430
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 364
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 86
Total of all active and inactive participants 2019-01-01 450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 451
Number of participants with account balances 2019-01-01 348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 27
2018: SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 381
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 353
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 71
Total of all active and inactive participants 2018-01-01 425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 426
Number of participants with account balances 2018-01-01 321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 29
2017: SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 398
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 305
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 75
Total of all active and inactive participants 2017-01-01 380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 381
Number of participants with account balances 2017-01-01 311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 31
2016: SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 369
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 297
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 100
Total of all active and inactive participants 2016-01-01 397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 398
Number of participants with account balances 2016-01-01 342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
2014: SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 245
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 191
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 81
Total of all active and inactive participants 2014-01-01 272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 272
Number of participants with account balances 2014-01-01 218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 9

Measure	Date	Value
2022: SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	515
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	448
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	128
Total of all active and inactive participants	2022-01-01	576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	4
Total participants	2022-01-01	580
Number of participants with account balances	2022-01-01	564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	31
2021: SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	454
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	391
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	123
Total of all active and inactive participants	2021-01-01	514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	515
Number of participants with account balances	2021-01-01	498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	26
2020: SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	456
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	355
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	96
Total of all active and inactive participants	2020-01-01	453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	454
Number of participants with account balances	2020-01-01	361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	9
2019: SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	430
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	364
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	86
Total of all active and inactive participants	2019-01-01	450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	451
Number of participants with account balances	2019-01-01	348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	27
2018: SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	381
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	353
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	71
Total of all active and inactive participants	2018-01-01	425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	426
Number of participants with account balances	2018-01-01	321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	29
2017: SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	398
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	305
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	75
Total of all active and inactive participants	2017-01-01	380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	381
Number of participants with account balances	2017-01-01	311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	31
2016: SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	369
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	297
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	100
Total of all active and inactive participants	2016-01-01	397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	398
Number of participants with account balances	2016-01-01	342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
2014: SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	245
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	191
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	81
Total of all active and inactive participants	2014-01-01	272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	272
Number of participants with account balances	2014-01-01	218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	9

Financial Data on SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN

Measure	Date	Value
2022 : SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$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
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$3,101,262
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,455,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,447,482
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$3,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$8,332,675
Value of total assets at end of year	2022-12-31	$33,883,355
Value of total assets at beginning of year	2022-12-31	$33,237,324
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$4,704
Total interest from all sources	2022-12-31	$22,636
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$726,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$726,819
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$4,047,071
Participant contributions at end of year	2022-12-31	$449,626
Participant contributions at beginning of year	2022-12-31	$404,646
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,847,132
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$415
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$1,551
Administrative expenses (other) incurred	2022-12-31	$4,704
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$646,031
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$33,883,355
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$33,237,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$29,649,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$29,688,515
Interest on participant loans	2022-12-31	$22,632
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$3,659,124
Value of interest in common/collective trusts at beginning of year	2022-12-31	$3,143,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$70,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$61
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$61
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$4
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,066,743
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$84,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$2,438,472
Employer contributions (assets) at end of year	2022-12-31	$54,238
Employer contributions (assets) at beginning of year	2022-12-31	$0
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,447,482
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LJ MOSBY, P.C.
Accountancy firm EIN	2022-12-31	841656069
2021 : SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$0
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$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
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$11,534,066
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,359,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,234,731
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$7,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$7,968,720
Value of total assets at end of year	2021-12-31	$33,237,324
Value of total assets at beginning of year	2021-12-31	$24,063,065
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$117,676
Total interest from all sources	2021-12-31	$20,895
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$822,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$822,159
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$3,479,504
Participant contributions at end of year	2021-12-31	$404,646
Participant contributions at beginning of year	2021-12-31	$352,408
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,022,093
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$15,141
Administrative expenses (other) incurred	2021-12-31	$117,676
Total non interest bearing cash at end of year	2021-12-31	$150
Total non interest bearing cash at beginning of year	2021-12-31	$195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$9,174,259
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$33,237,324
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$24,063,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$29,688,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$22,131,436
Interest on participant loans	2021-12-31	$20,895
Interest earned on other investments	2021-12-31	$0
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$3,143,952
Value of interest in common/collective trusts at beginning of year	2021-12-31	$1,571,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$61
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$8,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$8,015
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,664,189
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$42,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$3,467,123
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Income. Dividends from preferred stock	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,234,731
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LJ MOSBY, P.C.
Accountancy firm EIN	2021-12-31	841656069
2020 : SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$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
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$6,830,681
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,374,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,237,582
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$29,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,517,314
Value of total assets at end of year	2020-12-31	$24,063,065
Value of total assets at beginning of year	2020-12-31	$19,606,533
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$106,724
Total interest from all sources	2020-12-31	$22,186
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$575,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$575,893
Assets. Real estate other than employer real property at end of year	2020-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,516,328
Participant contributions at end of year	2020-12-31	$352,408
Participant contributions at beginning of year	2020-12-31	$321,051
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$755,065
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$11,348
Administrative expenses (other) incurred	2020-12-31	$106,724
Total non interest bearing cash at end of year	2020-12-31	$195
Total non interest bearing cash at beginning of year	2020-12-31	$145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$4,456,532
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$24,063,065
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$19,606,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$22,131,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$18,446,649
Interest on participant loans	2020-12-31	$22,186
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$1,571,011
Value of interest in common/collective trusts at beginning of year	2020-12-31	$894,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$8,015
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$-56,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$-56,250
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,770,931
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$-66,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$1,245,921
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,237,582
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	HAM, LANGSTON & BREZINA, LLP
Accountancy firm EIN	2020-12-31	760448495
2019 : SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$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
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$7,045,174
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,677,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,642,473
Expenses. Certain deemed distributions of participant loans	2019-12-31	$5,623
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,876,156
Value of total assets at end of year	2019-12-31	$19,606,533
Value of total assets at beginning of year	2019-12-31	$14,238,943
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$29,488
Total interest from all sources	2019-12-31	$17,823
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$536,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$536,519
Assets. Real estate other than employer real property at end of year	2019-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,134,412
Participant contributions at end of year	2019-12-31	$321,051
Participant contributions at beginning of year	2019-12-31	$246,077
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$704,645
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$1,359
Administrative expenses (other) incurred	2019-12-31	$29,488
Total non interest bearing cash at end of year	2019-12-31	$145
Total non interest bearing cash at beginning of year	2019-12-31	$345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$5,367,590
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,606,533
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,238,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Assets. partnership/joint venture interests at end of year	2019-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$18,446,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,213,935
Interest on participant loans	2019-12-31	$17,820
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$894,938
Value of interest in common/collective trusts at beginning of year	2019-12-31	$778,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$-56,250
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$429
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$429
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$3
Asset value of US Government securities at end of year	2019-12-31	$0
Asset value of US Government securities at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,594,297
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$19,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$1,037,099
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,642,473
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HAM, LANGSTON & BREZINA, LLP
Accountancy firm EIN	2019-12-31	760448495
2018 : SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$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
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,731,983
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,863,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,737,125
Expenses. Certain deemed distributions of participant loans	2018-12-31	$20,870
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,614,632
Value of total assets at end of year	2018-12-31	$14,238,943
Value of total assets at beginning of year	2018-12-31	$14,370,760
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$105,805
Total interest from all sources	2018-12-31	$13,473
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$668,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$668,311
Assets. Real estate other than employer real property at end of year	2018-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,684,497
Participant contributions at end of year	2018-12-31	$246,077
Participant contributions at beginning of year	2018-12-31	$277,761
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$218,261
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Assets. Loans (other than to participants) at end of year	2018-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$4,779
Administrative expenses (other) incurred	2018-12-31	$105,805
Total non interest bearing cash at end of year	2018-12-31	$345
Total non interest bearing cash at beginning of year	2018-12-31	$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-131,817
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$14,238,943
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$14,370,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Assets. partnership/joint venture interests at end of year	2018-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$13,213,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$13,508,652
Interest on participant loans	2018-12-31	$13,417
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$778,157
Value of interest in common/collective trusts at beginning of year	2018-12-31	$584,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$429
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$60
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$60
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$56
Asset value of US Government securities at end of year	2018-12-31	$0
Asset value of US Government securities at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,583,417
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$14,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$711,874
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,737,125
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HAM, LANGSTON & BREZINA, LLP
Accountancy firm EIN	2018-12-31	760448495
2017 : SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$0
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$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
Expenses. Interest paid	2017-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,334,966
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,479,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,358,503
Expenses. Certain deemed distributions of participant loans	2017-12-31	$76,286
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,442,444
Value of total assets at end of year	2017-12-31	$14,370,760
Value of total assets at beginning of year	2017-12-31	$11,515,157
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$44,574
Total interest from all sources	2017-12-31	$13,228
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$494,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$494,466
Assets. Real estate other than employer real property at end of year	2017-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,575,263
Participant contributions at end of year	2017-12-31	$277,761
Participant contributions at beginning of year	2017-12-31	$253,872
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$67,834
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Assets. Loans (other than to participants) at end of year	2017-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$-43,530
Administrative expenses (other) incurred	2017-12-31	$44,574
Total non interest bearing cash at end of year	2017-12-31	$100
Total non interest bearing cash at beginning of year	2017-12-31	$320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$2,855,603
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$14,370,760
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,515,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at end of year	2017-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$13,508,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,639,792
Interest on participant loans	2017-12-31	$13,227
Interest earned on other investments	2017-12-31	$0
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$584,187
Value of interest in common/collective trusts at beginning of year	2017-12-31	$571,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$60
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$49,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$49,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$1
Asset value of US Government securities at end of year	2017-12-31	$0
Asset value of US Government securities at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,417,669
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
Net investment gain or loss from common/collective trusts	2017-12-31	$10,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$0
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$799,347
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,358,503
Asset. Corporate debt instrument preferred debt at end of year	2017-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HAM, LANGSTON & BREZINA, LLP
Accountancy firm EIN	2017-12-31	760448495
2016 : SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$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
Expenses. Interest paid	2016-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$3,918,168
Total loss/gain on sale of assets	2016-12-31	$636
Total of all expenses incurred	2016-12-31	$1,262,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,250,389
Value of total corrective distributions	2016-12-31	$10,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,026,238
Value of total assets at end of year	2016-12-31	$11,515,157
Value of total assets at beginning of year	2016-12-31	$8,859,071
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,056
Total interest from all sources	2016-12-31	$8,064
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$206,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$206,410
Assets. Real estate other than employer real property at end of year	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,545,153
Participant contributions at end of year	2016-12-31	$253,872
Participant contributions at beginning of year	2016-12-31	$122,964
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$790,565
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Assets. Loans (other than to participants) at end of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$73,406
Administrative expenses (other) incurred	2016-12-31	$1,056
Total non interest bearing cash at end of year	2016-12-31	$320
Total non interest bearing cash at beginning of year	2016-12-31	$10,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$2,656,086
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$11,515,157
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,859,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at end of year	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$10,639,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$8,725,261
Interest on participant loans	2016-12-31	$8,064
Interest earned on other investments	2016-12-31	$0
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$571,664
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$49,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Asset value of US Government securities at end of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$-58,457
Net investment gain/loss from pooled separate accounts	2016-12-31	$659,684
Net investment gain or loss from common/collective trusts	2016-12-31	$2,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$690,520
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,250,389
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$636
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	HAM, LANGSTON & BREZINA, LLP
Accountancy firm EIN	2016-12-31	760448495
2014 : SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,220,340
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$702,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$698,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$896,505
Value of total assets at end of year	2014-12-31	$7,387,018
Value of total assets at beginning of year	2014-12-31	$6,868,932
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,717
Total interest from all sources	2014-12-31	$3,802
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$733,568
Participant contributions at end of year	2014-12-31	$78,616
Participant contributions at beginning of year	2014-12-31	$81,590
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$162,937
Total non interest bearing cash at end of year	2014-12-31	$33,943
Total non interest bearing cash at beginning of year	2014-12-31	$33,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$518,086
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,387,018
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,868,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,274,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$6,753,399
Interest on participant loans	2014-12-31	$3,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$320,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$698,537
Contract administrator fees	2014-12-31	$3,717
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HAM, LANGSTON & BREZINA, LLP
Accountancy firm EIN	2014-12-31	760448495

Form 5500 Responses for SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN

2022: SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2014: SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

90434

Policy instance

Insurance contract or identification number	90434
Number of Individuals Covered	224
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $17,084
Total amount of fees paid to insurance company	USD $6,710
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,084
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Insurance broker name	NOVA 401(K) ASSOCIATES

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Company Name:	SKYWARD SERVICE GROUP
Employer identification number (EIN):	455463484
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	5166940