401k Plan data: CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN plan

CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 401k Plan overview

Plan Name	CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN
Plan identification number	020

CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TRUIST FINANCIAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: TRUIST FINANCIAL CORPORATION

Employer identification number (EIN): 560939887

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
020 2016-01-01 STEVE REEDER, SR. VICE PRESIDENT CINDY B POWELL 2017-07-28
020 2015-01-01 STEVE REEDER, SR. VICE PRESIDENT CINDY POWELL 2016-07-29
020 2014-01-01 STEVE REEDER, SR. VICE PRESIDENT CINDY B POWELL 2015-07-31
020 2013-01-01 STEVE REEDER CINDY POWELL 2014-08-08

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
020	2016-01-01	STEVE REEDER, SR. VICE PRESIDENT	CINDY B POWELL	2017-07-28
020	2015-01-01	STEVE REEDER, SR. VICE PRESIDENT	CINDY POWELL	2016-07-29
020	2014-01-01	STEVE REEDER, SR. VICE PRESIDENT	CINDY B POWELL	2015-07-31
020	2013-01-01	STEVE REEDER	CINDY POWELL	2014-08-08

Plan Statistics for CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN

401k plan membership statisitcs for CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2016: CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,898
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,862
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,605
Number of retired or separated participants receiving benefits 2015-01-01 289
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 1,897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 1,898
Number of participants with account balances 2015-01-01 1,755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,116
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,567
Number of retired or separated participants receiving benefits 2014-01-01 284
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 1,853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 1,855
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,928
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,600
Number of retired or separated participants receiving benefits 2013-01-01 372
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 1,972
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 1,974
Number of participants with account balances 2013-01-01 1,866
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2016: CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,898
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,862
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,605
Number of retired or separated participants receiving benefits	2015-01-01	289
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	1,897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	1,898
Number of participants with account balances	2015-01-01	1,755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,116
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,567
Number of retired or separated participants receiving benefits	2014-01-01	284
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	1,853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	1,855
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,928
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,600
Number of retired or separated participants receiving benefits	2013-01-01	372
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	1,972
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	1,974
Number of participants with account balances	2013-01-01	1,866
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN

Measure	Date	Value
2016 : CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$280,609
Total unrealized appreciation/depreciation of assets	2016-12-31	$280,609
Total transfer of assets to this plan	2016-12-31	$92,210,738
Total transfer of assets from this plan	2016-12-31	$305,076,709
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	$39,786,967
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$14,406,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$14,387,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$22,557,568
Value of total assets at end of year	2016-12-31	$0
Value of total assets at beginning of year	2016-12-31	$187,485,269
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$19,210
Total interest from all sources	2016-12-31	$253,886
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$3,139,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$3,114,738
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$250,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$12,221,111
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$2,481,278
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$490,926
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$2,686,674
Other income not declared elsewhere	2016-12-31	$131,994
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
Value of net income/loss	2016-12-31	$25,380,702
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$187,485,269
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$87,960,349
Interest on participant loans	2016-12-31	$125,350
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$93,474,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$458,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$458,199
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$128,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$6,346,709
Net investment gain or loss from common/collective trusts	2016-12-31	$7,076,446
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
Assets. Invements in employer securities at beginning of year	2016-12-31	$591,846
Contributions received in cash from employer	2016-12-31	$7,649,783
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$2,027,817
Income. Dividends from common stock	2016-12-31	$25,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$14,387,055
Contract administrator fees	2016-12-31	$19,210
Did the plan have assets held for investment	2016-12-31	No
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	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	PRICEWATERHOUSECOOPERS
Accountancy firm EIN	2016-12-31	134008324
2015 : CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-19,398
Total unrealized appreciation/depreciation of assets	2015-12-31	$-19,398
Total transfer of assets from this plan	2015-12-31	$469,885
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$20,301,214
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$14,144,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$14,128,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$18,698,480
Value of total assets at end of year	2015-12-31	$187,485,269
Value of total assets at beginning of year	2015-12-31	$181,798,059
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$15,274
Total interest from all sources	2015-12-31	$191,883
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$4,908,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$4,896,322
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$250,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$10,302,370
Participant contributions at end of year	2015-12-31	$2,481,278
Participant contributions at beginning of year	2015-12-31	$2,330,812
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$490,926
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$188,046
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,580,204
Other income not declared elsewhere	2015-12-31	$5,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$6,157,095
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$187,485,269
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$181,798,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$87,960,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$155,860,809
Interest on participant loans	2015-12-31	$97,013
Value of interest in common/collective trusts at end of year	2015-12-31	$93,474,854
Value of interest in common/collective trusts at beginning of year	2015-12-31	$20,603,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$458,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$636,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$636,051
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$94,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-3,730,153
Net investment gain or loss from common/collective trusts	2015-12-31	$247,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$591,846
Assets. Invements in employer securities at beginning of year	2015-12-31	$137,718
Contributions received in cash from employer	2015-12-31	$6,815,906
Employer contributions (assets) at end of year	2015-12-31	$2,027,817
Employer contributions (assets) at beginning of year	2015-12-31	$2,041,251
Income. Dividends from common stock	2015-12-31	$11,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$14,128,845
Contract administrator fees	2015-12-31	$15,274
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	PRICEWATERHOUSECOOPERS
Accountancy firm EIN	2015-12-31	134008324
2014 : CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$3,726
Total unrealized appreciation/depreciation of assets	2014-12-31	$3,726
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	$27,058,913
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$12,504,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$12,492,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$17,251,171
Value of total assets at end of year	2014-12-31	$181,798,059
Value of total assets at beginning of year	2014-12-31	$167,243,974
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$11,853
Total interest from all sources	2014-12-31	$263,785
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$6,843,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$6,840,851
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$161,000,000
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	$10,141,472
Participant contributions at end of year	2014-12-31	$2,330,812
Participant contributions at beginning of year	2014-12-31	$2,285,965
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$188,046
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$439,020
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	$14,554,085
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$181,798,059
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$167,243,974
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	$155,860,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$139,486,883
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$22,608,904
Interest on participant loans	2014-12-31	$93,944
Value of interest in common/collective trusts at end of year	2014-12-31	$20,603,372
Value of interest in common/collective trusts at beginning of year	2014-12-31	$668,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$636,051
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$45,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$45,107
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$169,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,664,783
Net investment gain or loss from common/collective trusts	2014-12-31	$32,017
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
Assets. Invements in employer securities at end of year	2014-12-31	$137,718
Assets. Invements in employer securities at beginning of year	2014-12-31	$68,272
Contributions received in cash from employer	2014-12-31	$6,670,679
Employer contributions (assets) at end of year	2014-12-31	$2,041,251
Employer contributions (assets) at beginning of year	2014-12-31	$2,080,632
Income. Dividends from common stock	2014-12-31	$2,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$12,492,975
Contract administrator fees	2014-12-31	$11,853
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	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	PRICEWATERHOUSECOOPERS
Accountancy firm EIN	2014-12-31	134008324
2013 : CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$5,873
Total unrealized appreciation/depreciation of assets	2013-12-31	$5,873
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$40,809,666
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$11,025,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$10,972,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$16,480,020
Value of total assets at end of year	2013-12-31	$167,243,974
Value of total assets at beginning of year	2013-12-31	$137,460,077
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$53,633
Total interest from all sources	2013-12-31	$753,525
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$5,430,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$5,430,602
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$150,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$9,431,254
Participant contributions at end of year	2013-12-31	$2,285,965
Participant contributions at beginning of year	2013-12-31	$2,343,662
Participant contributions at beginning of year	2013-12-31	$245,619
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$204,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$29,783,897
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$167,243,974
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$137,460,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$139,486,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$66,698,349
Value of interest in pooled separate accounts at end of year	2013-12-31	$22,608,904
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$16,905,573
Interest on participant loans	2013-12-31	$95,293
Value of interest in common/collective trusts at end of year	2013-12-31	$668,211
Value of interest in common/collective trusts at beginning of year	2013-12-31	$45,733,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$45,107
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$658,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$12,950,964
Net investment gain/loss from pooled separate accounts	2013-12-31	$-406,956
Net investment gain or loss from common/collective trusts	2013-12-31	$5,595,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$68,272
Contributions received in cash from employer	2013-12-31	$6,844,372
Employer contributions (assets) at end of year	2013-12-31	$2,080,632
Employer contributions (assets) at beginning of year	2013-12-31	$5,533,125
Income. Dividends from common stock	2013-12-31	$290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$10,972,136
Contract administrator fees	2013-12-31	$53,633
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	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	PRICEWATERHOUSECOOPERS
Accountancy firm EIN	2013-12-31	134008324

Form 5500 Responses for CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN

2016: CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT 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 – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA31595

Policy instance

Insurance contract or identification number	GA31595
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 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?	No
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA31595

Policy instance

Insurance contract or identification number	GA31595
Number of Individuals Covered	566
Insurance policy start date	2013-03-14
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 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?	No
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

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Company Name:	TRUIST FINANCIAL CORPORATION
Employer identification number (EIN):	560939887
NAIC Classification:	522110
NAIC Description:	Commercial Banking