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

Plan NameCRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN
Plan identification number 001

CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN Benefits

401k Plan TypeDefined 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)).
  • Life insurance

401k Sponsoring company profile

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

Company Name:CRC INSURANCE SERVICES, INC.
Employer identification number (EIN):630834817
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about CRC INSURANCE SERVICES, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5249334

More information about CRC INSURANCE SERVICES, INC.

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 SignedName of Company SponsorDate Sponsor Signed
0012012-01-01MELODY BANKS ANNE LEYDEN2013-10-02
0012011-01-01MELODY BANKS
0012010-01-01LINDSEY PATTERSON ANNE LEYDEN2011-09-22
0012009-01-01LINDSEY PATTERSON KRISTI JEFFERS2010-08-30

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
2012: CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,087
Total number of active participants reported on line 7a of the Form 55002012-01-011,643
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01282
Total of all active and inactive participants2012-01-011,925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,928
Number of participants with account balances2012-01-011,812
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0123
2011: CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,122
Total number of active participants reported on line 7a of the Form 55002011-01-01905
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01182
Total of all active and inactive participants2011-01-011,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,087
Number of participants with account balances2011-01-011,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0122
2010: CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,164
Total number of active participants reported on line 7a of the Form 55002010-01-01921
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01201
Total of all active and inactive participants2010-01-011,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,122
Number of participants with account balances2010-01-011,060
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0184
2009: CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01986
Total number of active participants reported on line 7a of the Form 55002009-01-011,035
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01129
Total of all active and inactive participants2009-01-011,164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,164
Number of participants with account balances2009-01-011,075
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0144

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

Measure Date Value
2012 : CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$43,341,779
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$24,841,288
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$8,213,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,083,853
Value of total corrective distributions2012-12-31$635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$14,065,353
Value of total assets at end of year2012-12-31$137,460,077
Value of total assets at beginning of year2012-12-31$77,490,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$128,567
Total interest from all sources2012-12-31$79,964
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,088,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,088,688
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$7,975,556
Participant contributions at end of year2012-12-31$2,343,662
Participant contributions at beginning of year2012-12-31$1,608,176
Participant contributions at end of year2012-12-31$245,619
Participant contributions at beginning of year2012-12-31$114,023
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$556,672
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$16,056
Administrative expenses (other) incurred2012-12-31$9,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$16,628,233
Value of net assets at end of year (total assets less liabilities)2012-12-31$137,460,077
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$77,490,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$118,742
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$66,698,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$29,572,711
Value of interest in pooled separate accounts at end of year2012-12-31$16,905,573
Interest on participant loans2012-12-31$79,964
Value of interest in common/collective trusts at end of year2012-12-31$45,733,749
Value of interest in common/collective trusts at beginning of year2012-12-31$42,094,960
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,910,161
Net investment gain/loss from pooled separate accounts2012-12-31$230,421
Net investment gain or loss from common/collective trusts2012-12-31$4,466,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,533,125
Employer contributions (assets) at end of year2012-12-31$5,533,125
Employer contributions (assets) at beginning of year2012-12-31$4,084,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,083,853
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BARFIELD, MURPHY, SHANK & SMITH LLC
Accountancy firm EIN2012-12-31461498870
2011 : CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$8,188,723
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,536,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,379,901
Value of total corrective distributions2011-12-31$635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,186,473
Value of total assets at end of year2011-12-31$77,490,065
Value of total assets at beginning of year2011-12-31$74,837,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$155,801
Total interest from all sources2011-12-31$66,926
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$994,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$994,555
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,918,147
Participant contributions at end of year2011-12-31$1,608,176
Participant contributions at beginning of year2011-12-31$1,483,974
Participant contributions at end of year2011-12-31$114,023
Participant contributions at beginning of year2011-12-31$115,482
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$184,187
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$16,056
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$19,897
Administrative expenses (other) incurred2011-12-31$9,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,652,386
Value of net assets at end of year (total assets less liabilities)2011-12-31$77,490,065
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$74,837,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$146,326
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$29,572,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$29,445,903
Interest on participant loans2011-12-31$66,926
Value of interest in common/collective trusts at end of year2011-12-31$42,094,960
Value of interest in common/collective trusts at beginning of year2011-12-31$39,967,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,494,966
Net investment gain or loss from common/collective trusts2011-12-31$-564,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,084,139
Employer contributions (assets) at end of year2011-12-31$4,084,139
Employer contributions (assets) at beginning of year2011-12-31$3,805,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,379,901
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BARFIELD, MURPHY, SHANK & SMITH
Accountancy firm EIN2011-12-31631077072
2010 : CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$232,259
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$21,294,769
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$10,246,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$10,119,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,078,653
Value of total assets at end of year2010-12-31$74,837,679
Value of total assets at beginning of year2010-12-31$63,556,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$126,900
Total interest from all sources2010-12-31$59,536
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$475,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$475,150
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$5,383,346
Participant contributions at end of year2010-12-31$1,483,974
Participant contributions at beginning of year2010-12-31$996,885
Participant contributions at end of year2010-12-31$115,482
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,890,032
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$19,897
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$14,969
Administrative expenses (other) incurred2010-12-31$11,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$11,048,641
Value of net assets at end of year (total assets less liabilities)2010-12-31$74,837,679
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$63,556,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$115,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$29,445,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$24,167,111
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,647,420
Interest on participant loans2010-12-31$59,536
Value of interest in common/collective trusts at end of year2010-12-31$39,967,148
Value of interest in common/collective trusts at beginning of year2010-12-31$31,891,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,439,055
Net investment gain/loss from pooled separate accounts2010-12-31$165,190
Net investment gain or loss from common/collective trusts2010-12-31$4,077,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,805,275
Employer contributions (assets) at end of year2010-12-31$3,805,275
Employer contributions (assets) at beginning of year2010-12-31$4,838,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$10,119,228
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BARFIELD, MURPHY, SHANK & SMITH
Accountancy firm EIN2010-12-31631077072
2009 : CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

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

2012: CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CRC INSURANCE SERVICES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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