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IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 401k Plan overview

Plan NameIDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST
Plan identification number 001

IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.

401k Sponsoring company profile

IDAHO INDEPENDENT BANK has sponsored the creation of one or more 401k plans.

Company Name:IDAHO INDEPENDENT BANK
Employer identification number (EIN):820454590
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about IDAHO INDEPENDENT BANK

Jurisdiction of Incorporation: Idaho Secretary Of State
Incorporation Date:
Company Identification Number: C100038

More information about IDAHO INDEPENDENT BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01LISA ELINGS2020-11-12
0012019-01-01LISA ELINGS2020-10-13
0012018-01-01
0012017-01-01
0012016-01-01PATRICIA A. VEDDER
0012015-01-01PATRICIA A. VEDDER
0012014-01-01PATRICIA A. VEDDER
0012013-01-01PATRICIA A. VEDDER
0012012-01-01PATRICIA A. VEDDER
0012011-01-01PATRICIA A. VEDDER
0012009-01-01CHERYL OPPERMAN
0012009-01-01PATRICIA A. VEDDER

Plan Statistics for IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST

401k plan membership statisitcs for IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST

Measure Date Value
2020: IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01222
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01227
Total number of active participants reported on line 7a of the Form 55002019-01-0129
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01193
Total of all active and inactive participants2019-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01222
Number of participants with account balances2019-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01234
Total number of active participants reported on line 7a of the Form 55002018-01-01189
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01226
Number of participants with account balances2018-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01232
Total number of active participants reported on line 7a of the Form 55002017-01-01199
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0130
Total of all active and inactive participants2017-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01231
Number of participants with account balances2017-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01225
Total number of active participants reported on line 7a of the Form 55002016-01-01196
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01226
Number of participants with account balances2016-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01232
Total number of active participants reported on line 7a of the Form 55002015-01-01186
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01224
Number of participants with account balances2015-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01228
Total number of active participants reported on line 7a of the Form 55002014-01-01181
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0146
Total of all active and inactive participants2014-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01228
Number of participants with account balances2014-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01224
Total number of active participants reported on line 7a of the Form 55002013-01-01177
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01222
Number of participants with account balances2013-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01222
Total number of active participants reported on line 7a of the Form 55002012-01-01183
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01218
Number of participants with account balances2012-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01221
Total number of active participants reported on line 7a of the Form 55002011-01-01190
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01220
Number of participants with account balances2011-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2009: IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01231
Total number of active participants reported on line 7a of the Form 55002009-01-01181
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01207
Number of participants with account balances2009-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST

Measure Date Value
2020 : IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-01-31$0
Total unrealized appreciation/depreciation of assets2020-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total income from all sources (including contributions)2020-01-31$-17
Total income from all sources (including contributions)2020-01-31$-17
Total loss/gain on sale of assets2020-01-31$0
Total loss/gain on sale of assets2020-01-31$0
Total of all expenses incurred2020-01-31$5,986
Total of all expenses incurred2020-01-31$5,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$5,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$5,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$0
Value of total assets at end of year2020-01-31$0
Value of total assets at end of year2020-01-31$0
Value of total assets at beginning of year2020-01-31$6,003
Value of total assets at beginning of year2020-01-31$6,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$372
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$372
Total interest from all sources2020-01-31$1
Total interest from all sources2020-01-31$1
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-01-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-01-31$0
Was this plan covered by a fidelity bond2020-01-31Yes
Was this plan covered by a fidelity bond2020-01-31Yes
Value of fidelity bond cover2020-01-31$2,500,000
Value of fidelity bond cover2020-01-31$2,500,000
If this is an individual account plan, was there a blackout period2020-01-31No
If this is an individual account plan, was there a blackout period2020-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-01-31$0
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Participant contributions at beginning of year2020-01-31$0
Participant contributions at beginning of year2020-01-31$0
Total non interest bearing cash at beginning of year2020-01-31$18
Total non interest bearing cash at beginning of year2020-01-31$18
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Value of net income/loss2020-01-31$-6,003
Value of net income/loss2020-01-31$-6,003
Value of net assets at end of year (total assets less liabilities)2020-01-31$0
Value of net assets at end of year (total assets less liabilities)2020-01-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$6,003
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$6,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Interest earned on other investments2020-01-31$1
Interest earned on other investments2020-01-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-01-31$5,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-01-31$5,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$-18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$-18
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Employer contributions (assets) at beginning of year2020-01-31$0
Employer contributions (assets) at beginning of year2020-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$5,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$5,614
Contract administrator fees2020-01-31$372
Contract administrator fees2020-01-31$372
Assets. Corporate common stocks other than exployer securities at beginning of year2020-01-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-01-31$0
Did the plan have assets held for investment2020-01-31Yes
Did the plan have assets held for investment2020-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31No
Opinion of an independent qualified public accountant for this plan2020-01-31Unqualified
Opinion of an independent qualified public accountant for this plan2020-01-31Unqualified
Accountancy firm name2020-01-31MOSS ADAMS LLP
Accountancy firm EIN2020-01-31910189318
2019 : IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,558,930
Total income from all sources (including contributions)2019-12-31$2,558,930
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$16,866,032
Total of all expenses incurred2019-12-31$16,866,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,920,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,920,319
Value of total corrective distributions2019-12-31$879,971
Value of total corrective distributions2019-12-31$879,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$649,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$649,676
Value of total assets at end of year2019-12-31$6,003
Value of total assets at end of year2019-12-31$6,003
Value of total assets at beginning of year2019-12-31$14,313,105
Value of total assets at beginning of year2019-12-31$14,313,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,742
Total interest from all sources2019-12-31$34,167
Total interest from all sources2019-12-31$34,167
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,500,000
Value of fidelity bond cover2019-12-31$2,500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$510,417
Contributions received from participants2019-12-31$510,417
Participant contributions at beginning of year2019-12-31$226,829
Participant contributions at beginning of year2019-12-31$226,829
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$479,946
Other income not declared elsewhere2019-12-31$479,946
Total non interest bearing cash at end of year2019-12-31$18
Total non interest bearing cash at end of year2019-12-31$18
Total non interest bearing cash at beginning of year2019-12-31$5
Total non interest bearing cash at beginning of year2019-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-14,307,102
Value of net income/loss2019-12-31$-14,307,102
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,003
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,003
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,313,105
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,313,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,426,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,426,627
Interest on participant loans2019-12-31$3,652
Interest earned on other investments2019-12-31$30,515
Interest earned on other investments2019-12-31$30,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$595,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$595,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,395,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,395,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at beginning of year2019-12-31$5,064,439
Assets. Invements in employer securities at beginning of year2019-12-31$5,064,439
Contributions received in cash from employer2019-12-31$139,259
Contributions received in cash from employer2019-12-31$139,259
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,920,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,920,319
Contract administrator fees2019-12-31$65,742
Contract administrator fees2019-12-31$65,742
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
Accountancy firm EIN2019-12-31910189318
2018 : IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,334,540
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$834,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$801,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,180,836
Value of total assets at end of year2018-12-31$14,313,105
Value of total assets at beginning of year2018-12-31$12,813,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,982
Total interest from all sources2018-12-31$20,477
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$387,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$387,714
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$852,376
Participant contributions at end of year2018-12-31$226,829
Participant contributions at beginning of year2018-12-31$160,441
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$318
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$54,944
Other income not declared elsewhere2018-12-31$1,799,472
Total non interest bearing cash at end of year2018-12-31$5
Total non interest bearing cash at beginning of year2018-12-31$723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,499,757
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,313,105
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,813,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,426,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,918,247
Interest on participant loans2018-12-31$10,803
Interest earned on other investments2018-12-31$9,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$595,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$284,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,053,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$5,064,439
Contributions received in cash from employer2018-12-31$273,516
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$239,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$801,801
Contract administrator fees2018-12-31$32,982
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$3,209,822
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,166,184
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,123,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,096,527
Value of total corrective distributions2017-12-31$962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,119,432
Value of total assets at end of year2017-12-31$12,813,348
Value of total assets at beginning of year2017-12-31$10,770,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,203
Total interest from all sources2017-12-31$7,478
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$777,013
Participant contributions at end of year2017-12-31$160,441
Participant contributions at beginning of year2017-12-31$126,494
Participant contributions at end of year2017-12-31$318
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$99,761
Other income not declared elsewhere2017-12-31$577,262
Total non interest bearing cash at end of year2017-12-31$723
Total non interest bearing cash at beginning of year2017-12-31$69,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,042,492
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,813,348
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,770,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,918,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,491,972
Interest on participant loans2017-12-31$6,081
Interest earned on other investments2017-12-31$1,397
Value of interest in common/collective trusts at beginning of year2017-12-31$359,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$284,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,462,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$242,658
Employer contributions (assets) at end of year2017-12-31$239,671
Employer contributions (assets) at beginning of year2017-12-31$207,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,096,527
Contract administrator fees2017-12-31$26,203
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$3,209,822
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$2,515,111
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,945
Total income from all sources (including contributions)2016-12-31$1,818,419
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$779,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$757,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$977,656
Value of total assets at end of year2016-12-31$10,770,856
Value of total assets at beginning of year2016-12-31$9,742,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,929
Total interest from all sources2016-12-31$7,500
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$656,067
Participant contributions at end of year2016-12-31$126,494
Participant contributions at beginning of year2016-12-31$207,714
Participant contributions at beginning of year2016-12-31$20,347
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$113,803
Other income not declared elsewhere2016-12-31$227,930
Liabilities. Value of operating payables at beginning of year2016-12-31$50
Total non interest bearing cash at end of year2016-12-31$69,864
Total non interest bearing cash at beginning of year2016-12-31$10,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,038,964
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,770,856
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,731,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,491,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,487,038
Interest on participant loans2016-12-31$7,500
Value of interest in common/collective trusts at end of year2016-12-31$359,629
Value of interest in common/collective trusts at beginning of year2016-12-31$402,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$599,251
Net investment gain or loss from common/collective trusts2016-12-31$6,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$207,786
Employer contributions (assets) at end of year2016-12-31$207,786
Employer contributions (assets) at beginning of year2016-12-31$185,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$757,526
Contract administrator fees2016-12-31$21,929
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$2,515,111
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$2,429,264
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$10,895
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,945
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$1,437,057
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$685,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$667,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,048,510
Value of total assets at end of year2015-12-31$9,742,837
Value of total assets at beginning of year2015-12-31$8,980,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,688
Total interest from all sources2015-12-31$7,931
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$585,697
Participant contributions at end of year2015-12-31$207,714
Participant contributions at beginning of year2015-12-31$190,248
Participant contributions at end of year2015-12-31$20,347
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$279,752
Other income not declared elsewhere2015-12-31$411,942
Liabilities. Value of operating payables at end of year2015-12-31$50
Total non interest bearing cash at end of year2015-12-31$10,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$751,712
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,731,892
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,980,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,487,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,270,289
Interest on participant loans2015-12-31$7,931
Value of interest in common/collective trusts at end of year2015-12-31$402,375
Value of interest in common/collective trusts at beginning of year2015-12-31$356,342
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$7
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-37,315
Net investment gain or loss from common/collective trusts2015-12-31$5,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$183,061
Employer contributions (assets) at end of year2015-12-31$185,153
Employer contributions (assets) at beginning of year2015-12-31$178,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$667,657
Contract administrator fees2015-12-31$17,688
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$2,429,264
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,984,428
Liabilities. Value of benefit claims payable at end of year2015-12-31$10,895
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-6,846
Total unrealized appreciation/depreciation of assets2014-12-31$-6,846
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$1,134,728
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$764,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$751,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$734,453
Value of total assets at end of year2014-12-31$8,980,180
Value of total assets at beginning of year2014-12-31$8,609,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,653
Total interest from all sources2014-12-31$8,178
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$432,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$432,117
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$524,446
Participant contributions at end of year2014-12-31$190,248
Participant contributions at beginning of year2014-12-31$214,124
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$33,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$370,603
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,980,180
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,609,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,270,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,876,170
Interest on participant loans2014-12-31$8,178
Value of interest in common/collective trusts at end of year2014-12-31$356,342
Value of interest in common/collective trusts at beginning of year2014-12-31$345,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$7
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$24,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$24,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-39,155
Net investment gain or loss from common/collective trusts2014-12-31$5,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$176,773
Employer contributions (assets) at end of year2014-12-31$178,866
Employer contributions (assets) at beginning of year2014-12-31$166,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$751,472
Contract administrator fees2014-12-31$12,653
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,984,428
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,982,659
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$3,019,811
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$460,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$450,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$732,208
Value of total assets at end of year2013-12-31$8,609,577
Value of total assets at beginning of year2013-12-31$6,050,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,183
Total interest from all sources2013-12-31$7,742
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$496,180
Participant contributions at end of year2013-12-31$214,124
Participant contributions at beginning of year2013-12-31$178,501
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$69,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,559,357
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,609,577
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,050,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,876,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,478,077
Interest on participant loans2013-12-31$7,742
Value of interest in common/collective trusts at end of year2013-12-31$345,559
Value of interest in common/collective trusts at beginning of year2013-12-31$378,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$24,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$18,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$18,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,273,003
Net investment gain or loss from common/collective trusts2013-12-31$6,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at beginning of year2013-12-31$839,860
Contributions received in cash from employer2013-12-31$166,465
Employer contributions (assets) at end of year2013-12-31$166,465
Employer contributions (assets) at beginning of year2013-12-31$156,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$450,271
Contract administrator fees2013-12-31$10,183
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,982,659
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$1,160,432
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$448,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$439,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$611,140
Value of total assets at end of year2012-12-31$6,050,220
Value of total assets at beginning of year2012-12-31$5,337,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,093
Total interest from all sources2012-12-31$5,149
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$452,710
Participant contributions at end of year2012-12-31$178,501
Participant contributions at beginning of year2012-12-31$14,851
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,578
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$712,360
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,050,220
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,337,860
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,478,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,129,827
Interest on participant loans2012-12-31$5,149
Value of interest in common/collective trusts at end of year2012-12-31$378,846
Value of interest in common/collective trusts at beginning of year2012-12-31$281,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$18,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$544,143
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
Assets. Invements in employer securities at end of year2012-12-31$839,860
Assets. Invements in employer securities at beginning of year2012-12-31$759,804
Contributions received in cash from employer2012-12-31$156,852
Employer contributions (assets) at end of year2012-12-31$156,852
Employer contributions (assets) at beginning of year2012-12-31$151,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$439,979
Contract administrator fees2012-12-31$8,093
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-214,789
Total unrealized appreciation/depreciation of assets2011-12-31$-214,789
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$581,701
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,120,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,112,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$866,724
Value of total assets at end of year2011-12-31$5,337,860
Value of total assets at beginning of year2011-12-31$5,876,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,209
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
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$499,704
Participant contributions at end of year2011-12-31$14,851
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$45,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-538,975
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,337,860
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,876,835
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,129,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,814,765
Value of interest in common/collective trusts at end of year2011-12-31$281,447
Value of interest in common/collective trusts at beginning of year2011-12-31$235,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-69,500
Net investment gain or loss from common/collective trusts2011-12-31$-734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$759,804
Assets. Invements in employer securities at beginning of year2011-12-31$826,683
Contributions received in cash from employer2011-12-31$322,018
Employer contributions (assets) at end of year2011-12-31$151,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,112,467
Contract administrator fees2011-12-31$8,209
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-298,983
Total unrealized appreciation/depreciation of assets2010-12-31$-298,983
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$28,807
Total income from all sources (including contributions)2010-12-31$803,176
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$84,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$75,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$526,112
Value of total assets at end of year2010-12-31$5,876,835
Value of total assets at beginning of year2010-12-31$5,186,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,264
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
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$504,133
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$24,388
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$28,807
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$718,754
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,876,835
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,158,081
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,814,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,814,793
Value of interest in common/collective trusts at end of year2010-12-31$235,386
Value of interest in common/collective trusts at beginning of year2010-12-31$209,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$27,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$27,092
Net investment gain/loss from pooled separate accounts2010-12-31$574,776
Net investment gain or loss from common/collective trusts2010-12-31$1,271
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
Assets. Invements in employer securities at end of year2010-12-31$826,683
Assets. Invements in employer securities at beginning of year2010-12-31$954,360
Contributions received in cash from employer2010-12-31$-2,409
Employer contributions (assets) at beginning of year2010-12-31$181,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$75,158
Contract administrator fees2010-12-31$9,264
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 name2010-12-31MOSS ADAMS
Accountancy firm EIN2010-12-31910189318
2009 : IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 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 IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST

2020: IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 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
2009: IDAHO INDEPENDENT BANK 401(K) RETIREMENT TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807259
Policy instance 1
Insurance contract or identification number807259
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807259
Policy instance 1
Insurance contract or identification number807259
Number of Individuals Covered222
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807259
Policy instance 1
Insurance contract or identification number807259
Number of Individuals Covered226
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807259
Policy instance 1
Insurance contract or identification number807259
Number of Individuals Covered231
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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