401k Plan data: INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN plan

INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN
Plan identification number	001

INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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

INTER-OCEAN INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: INTER-OCEAN INSURANCE AGENCY, INC.

Employer identification number (EIN): 660397427

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 ASTON WAYNE HARTY 2016-04-28
001 2014-01-01 ASTON WAYNE HARTY 2015-03-18
001 2013-01-01 ASTON WAYNE HARTY 2014-10-06
001 2012-01-01 ASTON WAYNE HARTY 2013-10-10
001 2011-01-01 ASTON WAYNE HARTY
001 2009-01-01 ASTON WAYNE HARTY
001 2008-01-01 ASTON WAYNE HARTY
001 2004-01-01 ASTON WAYNE HARTY
001 2002-01-01 ASTON WAYNE HARTY
001 1998-01-01 ASTON WAYNE HARTY
001 1997-01-01 ASTON WAYNE HARTY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2015-01-01	ASTON WAYNE HARTY	2016-04-28
001	2014-01-01	ASTON WAYNE HARTY	2015-03-18
001	2013-01-01	ASTON WAYNE HARTY	2014-10-06
001	2012-01-01	ASTON WAYNE HARTY	2013-10-10
001	2011-01-01	ASTON WAYNE HARTY
001	2009-01-01	ASTON WAYNE HARTY
001	2008-01-01	ASTON WAYNE HARTY
001	2004-01-01	ASTON WAYNE HARTY
001	2002-01-01	ASTON WAYNE HARTY
001	1998-01-01	ASTON WAYNE HARTY
001	1997-01-01	ASTON WAYNE HARTY

Plan Statistics for INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Measure Date Value
2011: INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 17
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 17
Total participants 2011-01-01 17
Number of participants with account balances 2011-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
Total of all active and inactive participants 2009-01-01 18
Total participants 2009-01-01 18
Number of participants with account balances 2009-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2
2008: INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 18
Total of all active and inactive participants 2008-01-01 18
Total participants 2008-01-01 18
2004: INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2004 401k membership
Total participants, beginning-of-year 2004-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2004-01-01 11
Total of all active and inactive participants 2004-01-01 11
Total participants 2004-01-01 11
Number of participants with account balances 2004-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2004-01-01 1
2002: INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2002 401k membership
Total participants, beginning-of-year 2002-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2002-01-01 12
Total of all active and inactive participants 2002-01-01 12
Total participants 2002-01-01 12
Number of participants with account balances 2002-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2002-01-01 0
1998: INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 1998 401k membership
Total participants, beginning-of-year 1998-01-01 9
Total number of active participants reported on line 7a of the Form 5500 1998-01-01 8
Total of all active and inactive participants 1998-01-01 8
Total participants 1998-01-01 8
Number of participants with account balances 1998-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1998-01-01 1
1997: INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 1997 401k membership
Total participants, beginning-of-year 1997-01-01 9
Total number of active participants reported on line 7a of the Form 5500 1997-01-01 9
Total of all active and inactive participants 1997-01-01 9
Total participants 1997-01-01 9
Number of participants with account balances 1997-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1997-01-01 0

Measure	Date	Value
2011: INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	17
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	17
Total participants	2011-01-01	17
Number of participants with account balances	2011-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
Total of all active and inactive participants	2009-01-01	18
Total participants	2009-01-01	18
Number of participants with account balances	2009-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2
2008: INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	18
Total of all active and inactive participants	2008-01-01	18
Total participants	2008-01-01	18
2004: INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2004 401k membership
Total participants, beginning-of-year	2004-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2004-01-01	11
Total of all active and inactive participants	2004-01-01	11
Total participants	2004-01-01	11
Number of participants with account balances	2004-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2004-01-01	1
2002: INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2002 401k membership
Total participants, beginning-of-year	2002-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2002-01-01	12
Total of all active and inactive participants	2002-01-01	12
Total participants	2002-01-01	12
Number of participants with account balances	2002-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2002-01-01	0
1998: INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 1998 401k membership
Total participants, beginning-of-year	1998-01-01	9
Total number of active participants reported on line 7a of the Form 5500	1998-01-01	8
Total of all active and inactive participants	1998-01-01	8
Total participants	1998-01-01	8
Number of participants with account balances	1998-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	1998-01-01	1
1997: INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 1997 401k membership
Total participants, beginning-of-year	1997-01-01	9
Total number of active participants reported on line 7a of the Form 5500	1997-01-01	9
Total of all active and inactive participants	1997-01-01	9
Total participants	1997-01-01	9
Number of participants with account balances	1997-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	1997-01-01	0

Financial Data on INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Measure	Date	Value
2011 : INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$5,000
Total plan liabilities at beginning of year	2011-12-31	$930
Total income from all sources	2011-12-31	$32,144
Expenses. Total of all expenses incurred	2011-12-31	$39,478
Benefits paid (including direct rollovers)	2011-12-31	$37,813
Total plan assets at end of year	2011-12-31	$503,469
Total plan assets at beginning of year	2011-12-31	$503,514
Value of fidelity bond covering the plan	2011-12-31	$50,000
Net income (gross income less expenses)	2011-12-31	$-7,334
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$498,469
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$502,584
Total contributions received or receivable from employer(s)	2011-12-31	$32,144
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,665
2010 : INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$930
Total plan liabilities at beginning of year	2010-12-31	$1,248
Total income from all sources	2010-12-31	$140,724
Expenses. Total of all expenses incurred	2010-12-31	$5,333
Benefits paid (including direct rollovers)	2010-12-31	$2,496
Total plan assets at end of year	2010-12-31	$503,515
Total plan assets at beginning of year	2010-12-31	$368,441
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$103,968
Net income (gross income less expenses)	2010-12-31	$135,391
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$502,585
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$367,193
Total contributions received or receivable from employer(s)	2010-12-31	$36,756
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,837
2008 : INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2008 401k financial data
Total income from all sources	2008-12-31	$-104,045
Expenses. Total of all expenses incurred	2008-12-31	$150
Total plan assets at end of year	2008-12-31	$275,865
Total plan assets at beginning of year	2008-12-31	$380,060
Value of fidelity bond covering the plan	2008-12-31	$50,000
Other income received	2008-12-31	$-153,940
Net income (gross income less expenses)	2008-12-31	$-104,195
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$275,865
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$380,060
Total contributions received or receivable from employer(s)	2008-12-31	$49,895
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$150
2007 : INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2007 401k financial data
Total income from all sources	2007-12-31	$50,022
Expenses. Total of all expenses incurred	2007-12-31	$27,099
Benefits paid (including direct rollovers)	2007-12-31	$27,099
Total plan assets at end of year	2007-12-31	$380,060
Total plan assets at beginning of year	2007-12-31	$357,137
Value of fidelity bond covering the plan	2007-12-31	$50,000
Other income received	2007-12-31	$7,905
Net income (gross income less expenses)	2007-12-31	$22,923
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$380,060
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$357,137
Total contributions received or receivable from employer(s)	2007-12-31	$42,117
2006 : INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2006 401k financial data
Total income from all sources	2006-12-31	$73,051
Expenses. Total of all expenses incurred	2006-12-31	$116
Benefits paid (including direct rollovers)	2006-12-31	$116
Total plan assets at end of year	2006-12-31	$357,137
Total plan assets at beginning of year	2006-12-31	$283,970
Value of fidelity bond covering the plan	2006-12-31	$50,000
Other income received	2006-12-31	$38,897
Net income (gross income less expenses)	2006-12-31	$72,935
Net plan assets at end of year (total assets less liabilities)	2006-12-31	$357,137
Net plan assets at beginning of year (total assets less liabilities)	2006-12-31	$283,970
Total contributions received or receivable from employer(s)	2006-12-31	$34,154
2005 : INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2005 401k financial data
Total income from all sources	2005-12-31	$34,973
Expenses. Total of all expenses incurred	2005-12-31	$51,325
Benefits paid (including direct rollovers)	2005-12-31	$51,325
Total plan assets at end of year	2005-12-31	$283,970
Total plan assets at beginning of year	2005-12-31	$300,323
Value of fidelity bond covering the plan	2005-12-31	$50,000
Other income received	2005-12-31	$7,478
Net income (gross income less expenses)	2005-12-31	$-16,352
Net plan assets at end of year (total assets less liabilities)	2005-12-31	$283,970
Net plan assets at beginning of year (total assets less liabilities)	2005-12-31	$300,323
Total contributions received or receivable from employer(s)	2005-12-31	$27,495
2004 : INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2004 401k financial data
Total income from all sources	2004-12-31	$13,348
Expenses. Total of all expenses incurred	2004-12-31	$6,054
Benefits paid (including direct rollovers)	2004-12-31	$6,054
Total plan assets at end of year	2004-12-31	$300,323
Total plan assets at beginning of year	2004-12-31	$293,029
Value of fidelity bond covering the plan	2004-12-31	$50,000
Other income received	2004-12-31	$-26,072
Net income (gross income less expenses)	2004-12-31	$7,294
Net plan assets at end of year (total assets less liabilities)	2004-12-31	$300,323
Net plan assets at beginning of year (total assets less liabilities)	2004-12-31	$293,029
Total contributions received or receivable from employer(s)	2004-12-31	$39,420
2003 : INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2003 401k financial data
Total income from all sources	2003-12-31	$107,072
Expenses. Total of all expenses incurred	2003-12-31	$5,330
Benefits paid (including direct rollovers)	2003-12-31	$5,330
Total plan assets at end of year	2003-12-31	$293,029
Total plan assets at beginning of year	2003-12-31	$191,287
Value of fidelity bond covering the plan	2003-12-31	$50,000
Other income received	2003-12-31	$64,652
Net income (gross income less expenses)	2003-12-31	$101,742
Net plan assets at end of year (total assets less liabilities)	2003-12-31	$293,029
Net plan assets at beginning of year (total assets less liabilities)	2003-12-31	$191,287
Total contributions received or receivable from employer(s)	2003-12-31	$42,420
2002 : INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2002 401k financial data
Total income from all sources	2002-12-31	$40,903
Expenses. Total of all expenses incurred	2002-12-31	$766
Total plan assets at end of year	2002-12-31	$191,287
Total plan assets at beginning of year	2002-12-31	$151,151
Value of fidelity bond covering the plan	2002-12-31	$50,000
Net income (gross income less expenses)	2002-12-31	$40,137
Net plan assets at end of year (total assets less liabilities)	2002-12-31	$191,287
Net plan assets at beginning of year (total assets less liabilities)	2002-12-31	$151,151
Total contributions received or receivable from employer(s)	2002-12-31	$40,903
Expenses. Administrative service providers (salaries,fees and commissions)	2002-12-31	$766
2001 : INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2001 401k financial data
Total income from all sources	2001-12-31	$34,831
Total plan assets at end of year	2001-12-31	$151,151
Total plan assets at beginning of year	2001-12-31	$116,320
Value of fidelity bond covering the plan	2001-12-31	$50,000
Other income received	2001-12-31	$-2,772
Net income (gross income less expenses)	2001-12-31	$34,831
Net plan assets at end of year (total assets less liabilities)	2001-12-31	$151,151
Net plan assets at beginning of year (total assets less liabilities)	2001-12-31	$116,320
Total contributions received or receivable from employer(s)	2001-12-31	$37,603
2000 : INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2000 401k financial data
Total income from all sources	2000-12-31	$30,241
Expenses. Total of all expenses incurred	2000-12-31	$2,057
Benefits paid (including direct rollovers)	2000-12-31	$2,057
Total plan assets at end of year	2000-12-31	$116,320
Total plan assets at beginning of year	2000-12-31	$88,136
Value of fidelity bond covering the plan	2000-12-31	$50,000
Net income (gross income less expenses)	2000-12-31	$28,184
Net plan assets at end of year (total assets less liabilities)	2000-12-31	$116,320
Net plan assets at beginning of year (total assets less liabilities)	2000-12-31	$88,136
Total contributions received or receivable from employer(s)	2000-12-31	$30,241
1999 : INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 1999 401k financial data
Total income from all sources	1999-12-31	$28,069
Expenses. Total of all expenses incurred	1999-12-31	$2,057
Benefits paid (including direct rollovers)	1999-12-31	$2,057
Total plan assets at end of year	1999-12-31	$88,136
Total plan assets at beginning of year	1999-12-31	$60,068
Value of fidelity bond covering the plan	1999-12-31	$50,000
Net income (gross income less expenses)	1999-12-31	$26,012
Net plan assets at end of year (total assets less liabilities)	1999-12-31	$88,136
Net plan assets at beginning of year (total assets less liabilities)	1999-12-31	$60,068
Total contributions received or receivable from employer(s)	1999-12-31	$28,069
1998 : INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 1998 401k financial data
Total income from all sources	1998-12-31	$31,308
Expenses. Total of all expenses incurred	1998-12-31	$1,240
Benefits paid (including direct rollovers)	1998-12-31	$1,240
Total plan assets at end of year	1998-12-31	$60,068
Total plan assets at beginning of year	1998-12-31	$30,000
Value of fidelity bond covering the plan	1998-12-31	$50,000
Net income (gross income less expenses)	1998-12-31	$30,068
Net plan assets at end of year (total assets less liabilities)	1998-12-31	$60,068
Net plan assets at beginning of year (total assets less liabilities)	1998-12-31	$30,000
Total contributions received or receivable from employer(s)	1998-12-31	$31,308
1997 : INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 1997 401k financial data
Total income from all sources	1997-12-31	$30,000
Total plan assets at end of year	1997-12-31	$30,000
Total plan assets at beginning of year	1997-12-31	$0
Value of fidelity bond covering the plan	1997-12-31	$50,000
Net income (gross income less expenses)	1997-12-31	$30,000
Net plan assets at end of year (total assets less liabilities)	1997-12-31	$30,000
Net plan assets at beginning of year (total assets less liabilities)	1997-12-31	$0
Total contributions received or receivable from employer(s)	1997-12-31	$30,000

Form 5500 Responses for INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN

2011: INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	First time form 5500 has been submitted	Yes
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2004: INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2004 form 5500 responses
2004-01-01	Type of plan entity	Single employer plan
2004-01-01	First time form 5500 has been submitted	Yes
2004-01-01	Submission has been amended	No
2004-01-01	This submission is the final filing	No
2004-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-01-01	Plan is a collectively bargained plan	No
2004-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2004-01-01	Plan benefit arrangement - Trust	Yes
2002: INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2002 form 5500 responses
2002-01-01	Type of plan entity	Single employer plan
2002-01-01	First time form 5500 has been submitted	Yes
2002-01-01	Submission has been amended	No
2002-01-01	This submission is the final filing	No
2002-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2002-01-01	Plan is a collectively bargained plan	No
2002-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2002-01-01	Plan benefit arrangement - Trust	Yes
1998: INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 1998 form 5500 responses
1998-01-01	Type of plan entity	Single employer plan
1998-01-01	First time form 5500 has been submitted	Yes
1998-01-01	Submission has been amended	No
1998-01-01	This submission is the final filing	No
1998-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1998-01-01	Plan is a collectively bargained plan	No
1998-01-01	Plan funding arrangement – General assets of the sponsor	Yes
1998-01-01	Plan benefit arrangement - Trust	Yes
1997: INTER-OCEAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN 1997 form 5500 responses
1997-01-01	Type of plan entity	Single employer plan
1997-01-01	First time form 5500 has been submitted	Yes
1997-01-01	Submission has been amended	No
1997-01-01	This submission is the final filing	No
1997-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1997-01-01	Plan is a collectively bargained plan	No
1997-01-01	Plan funding arrangement – General assets of the sponsor	Yes
1997-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	INTER-OCEAN INSURANCE AGENCY, INC.
Employer identification number (EIN):	660397427
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages