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HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 401k Plan overview

Plan NameHAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN
Plan identification number 001

HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN Benefits

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

401k Sponsoring company profile

HAGERTY INSURANCE AGENCY, LLC. has sponsored the creation of one or more 401k plans.

Company Name:HAGERTY INSURANCE AGENCY, LLC.
Employer identification number (EIN):880268247
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DIANNE HAMILTON
0012016-01-01DIANNE HAMILTON
0012015-01-01SARAH WESSELS
0012014-01-01SARAH WESSELS
0012013-01-01DIANNE HAMILTON
0012012-01-01DIANNE HAMILTON DIANNE HAMILTON2013-08-23
0012011-01-01DIANNE HAMILTON
0012009-01-01DIANNE HAMILTON
0012009-01-01DIANNE HAMILTON

Plan Statistics for HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN

401k plan membership statisitcs for HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN

Measure Date Value
2022: HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,737
Total number of active participants reported on line 7a of the Form 55002022-01-011,628
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01401
Total of all active and inactive participants2022-01-012,030
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-012,031
Number of participants with account balances2022-01-012,016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,480
Total number of active participants reported on line 7a of the Form 55002021-01-011,470
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01246
Total of all active and inactive participants2021-01-011,717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,718
Number of participants with account balances2021-01-011,650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,246
Total number of active participants reported on line 7a of the Form 55002020-01-011,266
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01214
Total of all active and inactive participants2020-01-011,481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,481
Number of participants with account balances2020-01-011,444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,087
Total number of active participants reported on line 7a of the Form 55002019-01-011,017
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01199
Total of all active and inactive participants2019-01-011,217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,217
Number of participants with account balances2019-01-011,217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01959
Total number of active participants reported on line 7a of the Form 55002018-01-01910
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01177
Total of all active and inactive participants2018-01-011,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,087
Number of participants with account balances2018-01-011,087
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01893
Total number of active participants reported on line 7a of the Form 55002017-01-01785
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01174
Total of all active and inactive participants2017-01-01959
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01959
Number of participants with account balances2017-01-01959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01793
Total number of active participants reported on line 7a of the Form 55002016-01-01748
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01145
Total of all active and inactive participants2016-01-01893
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01893
Number of participants with account balances2016-01-01893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01727
Total number of active participants reported on line 7a of the Form 55002015-01-01659
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01132
Total of all active and inactive participants2015-01-01793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01793
Number of participants with account balances2015-01-01793
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01632
Total number of active participants reported on line 7a of the Form 55002014-01-01606
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01120
Total of all active and inactive participants2014-01-01727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01727
Number of participants with account balances2014-01-01712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01575
Total number of active participants reported on line 7a of the Form 55002013-01-01516
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01111
Total of all active and inactive participants2013-01-01627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01627
Number of participants with account balances2013-01-01627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01496
Total number of active participants reported on line 7a of the Form 55002012-01-01469
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01106
Total of all active and inactive participants2012-01-01575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01575
Number of participants with account balances2012-01-01575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01467
Total number of active participants reported on line 7a of the Form 55002011-01-01434
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0162
Total of all active and inactive participants2011-01-01496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01496
Number of participants with account balances2011-01-01492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01299
Total number of active participants reported on line 7a of the Form 55002009-01-01355
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0137
Total of all active and inactive participants2009-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01392
Number of participants with account balances2009-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN

Measure Date Value
2022 : HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$5,405,104
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,420,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,268,329
Value of total corrective distributions2022-12-31$21,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$22,701,586
Value of total assets at end of year2022-12-31$117,193,065
Value of total assets at beginning of year2022-12-31$121,208,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$130,618
Total interest from all sources2022-12-31$86,125
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,500,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,500,616
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$12,293,116
Participant contributions at end of year2022-12-31$1,789,378
Participant contributions at beginning of year2022-12-31$1,521,761
Participant contributions at end of year2022-12-31$507,407
Participant contributions at beginning of year2022-12-31$815,298
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,617,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,015,176
Value of net assets at end of year (total assets less liabilities)2022-12-31$117,193,065
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$121,208,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$92,228,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$95,914,763
Interest on participant loans2022-12-31$86,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$22,429,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$22,565,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,883,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,790,482
Employer contributions (assets) at end of year2022-12-31$237,984
Employer contributions (assets) at beginning of year2022-12-31$391,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,268,329
Contract administrator fees2022-12-31$130,618
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2022-12-31760488832
2021 : HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$27,568,639
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,525,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,353,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$18,076,004
Value of total assets at end of year2021-12-31$121,208,241
Value of total assets at beginning of year2021-12-31$100,164,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$171,203
Total interest from all sources2021-12-31$62,039
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,081,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,081,342
Was this plan covered by a fidelity bond2021-12-31No
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$10,263,467
Participant contributions at end of year2021-12-31$1,521,761
Participant contributions at beginning of year2021-12-31$1,293,790
Participant contributions at end of year2021-12-31$815,298
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,818,846
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,728
Other income not declared elsewhere2021-12-31$6,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$21,043,593
Value of net assets at end of year (total assets less liabilities)2021-12-31$121,208,241
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$100,164,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$95,914,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$46,877,027
Value of interest in pooled separate accounts at beginning of year2021-12-31$41,842,139
Interest on participant loans2021-12-31$62,039
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$22,565,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$10,151,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,859,229
Net investment gain/loss from pooled separate accounts2021-12-31$1,483,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,993,691
Employer contributions (assets) at end of year2021-12-31$391,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,352,115
Contract administrator fees2021-12-31$171,203
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MCCONNELL & JONES, LLP
Accountancy firm EIN2021-12-31760488832
2020 : HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$28,526,486
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,699,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,566,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$12,914,678
Value of total assets at end of year2020-12-31$100,164,648
Value of total assets at beginning of year2020-12-31$78,338,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$133,211
Total interest from all sources2020-12-31$207,112
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$273,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$273,942
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,508,924
Participant contributions at end of year2020-12-31$1,293,790
Participant contributions at beginning of year2020-12-31$1,045,053
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$37,316
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,676,051
Other income not declared elsewhere2020-12-31$7,125
Administrative expenses (other) incurred2020-12-31$133,211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$21,826,624
Value of net assets at end of year (total assets less liabilities)2020-12-31$100,164,648
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$78,338,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$46,877,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$33,630,568
Value of interest in pooled separate accounts at end of year2020-12-31$41,842,139
Value of interest in pooled separate accounts at beginning of year2020-12-31$35,854,385
Interest on participant loans2020-12-31$61,150
Interest earned on other investments2020-12-31$145,962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$10,151,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,770,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,760,759
Net investment gain/loss from pooled separate accounts2020-12-31$5,362,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,729,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,566,651
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2020-12-31760488832
2019 : HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 2019 401k financial data
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 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$24,607,806
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,298,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,168,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,971,146
Value of total assets at end of year2019-12-31$78,338,024
Value of total assets at beginning of year2019-12-31$58,028,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$130,104
Total interest from all sources2019-12-31$223,322
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$341,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$341,272
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$6,018,797
Participant contributions at end of year2019-12-31$1,045,053
Participant contributions at beginning of year2019-12-31$1,294,641
Assets. Other investments not covered elsewhere at end of year2019-12-31$37,316
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$26,783
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$965,727
Other income not declared elsewhere2019-12-31$10,544
Administrative expenses (other) incurred2019-12-31$130,104
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$118
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$20,309,556
Value of net assets at end of year (total assets less liabilities)2019-12-31$78,338,024
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$58,028,468
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,630,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,468,101
Value of interest in pooled separate accounts at end of year2019-12-31$35,854,385
Value of interest in pooled separate accounts at beginning of year2019-12-31$25,458,247
Interest on participant loans2019-12-31$58,785
Interest earned on other investments2019-12-31$164,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,770,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,780,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,388,116
Net investment gain/loss from pooled separate accounts2019-12-31$6,673,406
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,986,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,168,146
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MANER COSTERISAN
Accountancy firm EIN2019-12-31382157642
2018 : HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 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$4,284,067
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,649,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,531,314
Value of total corrective distributions2018-12-31$1,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,938,604
Value of total assets at end of year2018-12-31$58,028,468
Value of total assets at beginning of year2018-12-31$57,394,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$116,837
Total interest from all sources2018-12-31$190,943
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$371,377
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$371,377
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$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$5,097,078
Participant contributions at end of year2018-12-31$1,294,641
Participant contributions at beginning of year2018-12-31$1,160,886
Assets. Other investments not covered elsewhere at end of year2018-12-31$26,783
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$31,025
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$394,521
Other income not declared elsewhere2018-12-31$-2,593
Administrative expenses (other) incurred2018-12-31$116,837
Total non interest bearing cash at end of year2018-12-31$118
Total non interest bearing cash at beginning of year2018-12-31$0
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$634,210
Value of net assets at end of year (total assets less liabilities)2018-12-31$58,028,468
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$57,394,258
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$23,468,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$35,272,281
Value of interest in pooled separate accounts at end of year2018-12-31$25,458,247
Value of interest in pooled separate accounts at beginning of year2018-12-31$13,811,315
Interest on participant loans2018-12-31$56,574
Interest earned on other investments2018-12-31$134,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,780,578
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,118,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,327,328
Net investment gain/loss from pooled separate accounts2018-12-31$-1,886,936
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
Contributions received in cash from employer2018-12-31$2,447,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,531,314
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 name2018-12-31MANER COSTERISAN
Accountancy firm EIN2018-12-31382157642
2017 : HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 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$16,627,187
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,435,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,335,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,822,866
Value of total assets at end of year2017-12-31$57,394,258
Value of total assets at beginning of year2017-12-31$44,202,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$99,262
Total interest from all sources2017-12-31$171,472
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$414,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$414,039
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$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$4,430,740
Participant contributions at end of year2017-12-31$1,160,886
Participant contributions at beginning of year2017-12-31$1,218,556
Assets. Other investments not covered elsewhere at end of year2017-12-31$31,025
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$29,931
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,272,378
Other income not declared elsewhere2017-12-31$2,103
Administrative expenses (other) incurred2017-12-31$99,262
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$13,192,070
Value of net assets at end of year (total assets less liabilities)2017-12-31$57,394,258
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$44,202,188
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$35,272,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$25,831,116
Value of interest in pooled separate accounts at end of year2017-12-31$13,811,315
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,702,790
Interest on participant loans2017-12-31$53,378
Interest earned on other investments2017-12-31$118,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,118,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,948,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,606,848
Net investment gain/loss from pooled separate accounts2017-12-31$1,609,859
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$2,119,748
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$471,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,335,855
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 name2017-12-31MANER COSTERISAN
Accountancy firm EIN2017-12-31382157642
2016 : HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 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$0
Total income from all sources (including contributions)2016-12-31$10,205,257
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,010,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$930,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,628,285
Value of total assets at end of year2016-12-31$44,202,188
Value of total assets at beginning of year2016-12-31$35,007,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$79,456
Total interest from all sources2016-12-31$127,945
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$353,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$353,463
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$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$3,588,588
Participant contributions at end of year2016-12-31$1,218,556
Participant contributions at beginning of year2016-12-31$1,141,321
Assets. Other investments not covered elsewhere at end of year2016-12-31$29,931
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$20,387
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,782,291
Other income not declared elsewhere2016-12-31$20,121
Administrative expenses (other) incurred2016-12-31$79,456
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$9,194,971
Value of net assets at end of year (total assets less liabilities)2016-12-31$44,202,188
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,007,217
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$25,831,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$23,170,197
Value of interest in pooled separate accounts at end of year2016-12-31$10,702,790
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,119,294
Interest on participant loans2016-12-31$50,170
Interest earned on other investments2016-12-31$77,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,948,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,784,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,483,190
Net investment gain/loss from pooled separate accounts2016-12-31$592,253
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$2,257,406
Employer contributions (assets) at end of year2016-12-31$471,755
Employer contributions (assets) at beginning of year2016-12-31$771,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$930,830
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 name2016-12-31MANER COSTERISAN
Accountancy firm EIN2016-12-31382157642
2015 : HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,882,504
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,854,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,847,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,873,315
Value of total assets at end of year2015-12-31$35,007,217
Value of total assets at beginning of year2015-12-31$30,978,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,793
Total interest from all sources2015-12-31$92,503
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$356,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$356,282
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$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$3,082,808
Participant contributions at end of year2015-12-31$1,141,321
Participant contributions at beginning of year2015-12-31$601,174
Assets. Other investments not covered elsewhere at end of year2015-12-31$20,387
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$24,090
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$435,975
Other income not declared elsewhere2015-12-31$-3,703
Administrative expenses (other) incurred2015-12-31$6,793
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$4,028,283
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,007,217
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$30,978,934
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$23,170,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,984,479
Value of interest in pooled separate accounts at end of year2015-12-31$6,119,294
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,736,550
Interest on participant loans2015-12-31$36,680
Interest earned on other investments2015-12-31$55,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,784,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,632,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-496,259
Net investment gain/loss from pooled separate accounts2015-12-31$60,366
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$2,354,532
Employer contributions (assets) at end of year2015-12-31$771,370
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,847,428
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 name2015-12-31MANER COSTERISAN
Accountancy firm EIN2015-12-31382157642
2014 : HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$6,429,660
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$757,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$753,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,636,593
Value of total assets at end of year2014-12-31$30,978,934
Value of total assets at beginning of year2014-12-31$25,306,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,940
Total interest from all sources2014-12-31$74,972
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$210,822
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$210,822
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$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$2,559,640
Participant contributions at end of year2014-12-31$601,174
Participant contributions at beginning of year2014-12-31$478,591
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$68,481
Assets. Other investments not covered elsewhere at end of year2014-12-31$24,090
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$23,758
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$447,627
Other income not declared elsewhere2014-12-31$332
Administrative expenses (other) incurred2014-12-31$3,940
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$5,672,220
Value of net assets at end of year (total assets less liabilities)2014-12-31$30,978,934
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,306,714
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$20,984,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,530,550
Value of interest in pooled separate accounts at end of year2014-12-31$5,736,550
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,127,340
Interest on participant loans2014-12-31$23,961
Interest earned on other investments2014-12-31$51,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,632,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,038,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,043,418
Net investment gain/loss from pooled separate accounts2014-12-31$463,523
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$1,629,326
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$39,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$753,500
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 name2014-12-31MANER COSTERISAN
Accountancy firm EIN2014-12-31382157642
2013 : HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 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$8,009,642
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,449,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,444,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,813,613
Value of total assets at end of year2013-12-31$25,306,714
Value of total assets at beginning of year2013-12-31$18,746,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,955
Total interest from all sources2013-12-31$68,143
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$140,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$140,359
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$2,103,949
Participant contributions at end of year2013-12-31$478,591
Participant contributions at beginning of year2013-12-31$474,963
Participant contributions at end of year2013-12-31$68,481
Participant contributions at beginning of year2013-12-31$58,288
Assets. Other investments not covered elsewhere at end of year2013-12-31$23,758
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$41,437
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$589,027
Administrative expenses (other) incurred2013-12-31$4,955
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$6,560,045
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,306,714
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,746,669
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$16,530,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,265,550
Value of interest in pooled separate accounts at end of year2013-12-31$5,127,340
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,337,707
Interest on participant loans2013-12-31$20,303
Interest earned on other investments2013-12-31$47,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,038,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,535,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,474,560
Net investment gain/loss from pooled separate accounts2013-12-31$512,967
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
Contributions received in cash from employer2013-12-31$1,120,637
Employer contributions (assets) at end of year2013-12-31$39,096
Employer contributions (assets) at beginning of year2013-12-31$33,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,444,642
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31MANER COSTERISAN
Accountancy firm EIN2013-12-31382157642
2012 : HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 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$5,125,708
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,559,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,554,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,178,486
Value of total assets at end of year2012-12-31$18,746,669
Value of total assets at beginning of year2012-12-31$15,180,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,469
Total interest from all sources2012-12-31$68,674
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$159,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$159,067
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$1,877,391
Participant contributions at end of year2012-12-31$474,963
Participant contributions at beginning of year2012-12-31$427,824
Participant contributions at end of year2012-12-31$58,288
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$41,437
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$266,657
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$301,141
Other income not declared elsewhere2012-12-31$-2,970
Administrative expenses (other) incurred2012-12-31$4,469
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$3,566,258
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,746,669
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,180,411
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$12,265,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,471,941
Value of interest in pooled separate accounts at end of year2012-12-31$3,337,707
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,909,013
Interest on participant loans2012-12-31$19,454
Interest earned on other investments2012-12-31$49,220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,535,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,104,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,399,159
Net investment gain/loss from pooled separate accounts2012-12-31$323,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$999,954
Employer contributions (assets) at end of year2012-12-31$33,613
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,554,981
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31MANER COSTERISAN
Accountancy firm EIN2012-12-31382157642
2011 : HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,659,668
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$672,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$668,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,041,778
Value of total assets at end of year2011-12-31$15,180,411
Value of total assets at beginning of year2011-12-31$13,193,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,416
Total interest from all sources2011-12-31$64,070
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$98,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$98,598
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$1,705,323
Participant contributions at end of year2011-12-31$427,824
Participant contributions at beginning of year2011-12-31$368,303
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$54,635
Assets. Other investments not covered elsewhere at end of year2011-12-31$266,657
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$250,749
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$54,899
Other income not declared elsewhere2011-12-31$-3,194
Administrative expenses (other) incurred2011-12-31$4,416
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$1,986,743
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,180,411
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,193,668
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$7,471,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,511,854
Value of interest in pooled separate accounts at end of year2011-12-31$4,909,013
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,337,610
Interest on participant loans2011-12-31$18,397
Interest earned on other investments2011-12-31$45,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,104,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,626,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-441,806
Net investment gain/loss from pooled separate accounts2011-12-31$-99,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,281,556
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$44,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$668,509
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31MANER COSTERISAN, PC
Accountancy firm EIN2011-12-31382157642
2010 : HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,280,099
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$432,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$424,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,957,233
Value of total assets at end of year2010-12-31$13,193,668
Value of total assets at beginning of year2010-12-31$9,346,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,513
Total interest from all sources2010-12-31$45,751
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$74,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$74,344
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
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$1,542,082
Participant contributions at end of year2010-12-31$368,303
Participant contributions at beginning of year2010-12-31$142,918
Participant contributions at end of year2010-12-31$54,635
Participant contributions at beginning of year2010-12-31$34,677
Assets. Other investments not covered elsewhere at end of year2010-12-31$250,749
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$267,536
Other income not declared elsewhere2010-12-31$27,637
Administrative expenses (other) incurred2010-12-31$7,513
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$3,847,604
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,193,668
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,346,064
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$6,511,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,490,823
Value of interest in pooled separate accounts at end of year2010-12-31$4,337,610
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,860,242
Interest on participant loans2010-12-31$11,883
Interest earned on other investments2010-12-31$33,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,626,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$964,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$737,276
Net investment gain/loss from pooled separate accounts2010-12-31$437,858
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,147,615
Employer contributions (assets) at end of year2010-12-31$44,405
Employer contributions (assets) at beginning of year2010-12-31$852,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$424,982
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31MANER COSTERISAN, PC
Accountancy firm EIN2010-12-31382157642
2009 : HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN

2022: HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 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 filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
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: HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 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: HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 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: HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 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: HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HAGERTY INSURANCE AGENCY, LLC EMPLOYEE'S PENSION PLAN 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041469
Policy instance 1
Insurance contract or identification number041469
Number of Individuals Covered2031
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041469
Policy instance 1
Insurance contract or identification number041469
Number of Individuals Covered1718
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041469
Policy instance 1
Insurance contract or identification number041469
Number of Individuals Covered1481
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041469
Policy instance 1
Insurance contract or identification number041469
Number of Individuals Covered1217
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41469
Policy instance 1
Insurance contract or identification number41469
Number of Individuals Covered959
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41469
Policy instance 1
Insurance contract or identification number41469
Number of Individuals Covered793
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41469
Policy instance 1
Insurance contract or identification number41469
Number of Individuals Covered727
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41469
Policy instance 1
Insurance contract or identification number41469
Number of Individuals Covered627
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41469
Policy instance 1
Insurance contract or identification number41469
Number of Individuals Covered575
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41469
Policy instance 1
Insurance contract or identification number41469
Number of Individuals Covered496
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41469
Policy instance 1
Insurance contract or identification number41469
Number of Individuals Covered457
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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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