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INSITU, INC. 401(K) PLAN 401k Plan overview

Plan NameINSITU, INC. 401(K) PLAN
Plan identification number 001

INSITU, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INSITU, INC. has sponsored the creation of one or more 401k plans.

Company Name:INSITU, INC.
Employer identification number (EIN):911641766
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about INSITU, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1994-05-19
Company Identification Number: 601549939
Legal Registered Office Address: 300 DESCHUTES WAY SW STE 208 MC-CSC1

TUMWATER
United States of America (USA)
98501

More information about INSITU, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSITU, INC. 401(K) 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
0012017-01-01LORI HARROD
0012016-01-01GAYLYN SHER-JAN
0012015-01-01KAREN CALDWELL
0012014-01-01CHRIS LINDSTROM
0012013-01-01CHRIS LINDSTROM
0012012-01-01CHRIS LINDSTROM
0012011-01-01CHERYL BERGER
0012009-01-01STEVEN SLIWA
0012009-01-01 STEVEN SLIWA2010-07-29

Plan Statistics for INSITU, INC. 401(K) PLAN

401k plan membership statisitcs for INSITU, INC. 401(K) PLAN

Measure Date Value
2022: INSITU, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,269
Total number of active participants reported on line 7a of the Form 55002022-01-01798
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01406
Total of all active and inactive participants2022-01-011,204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-011,207
Number of participants with account balances2022-01-011,102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: INSITU, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,376
Total number of active participants reported on line 7a of the Form 55002021-01-01895
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01369
Total of all active and inactive participants2021-01-011,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-011,269
Number of participants with account balances2021-01-011,150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: INSITU, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,472
Total number of active participants reported on line 7a of the Form 55002020-01-011,070
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01303
Total of all active and inactive participants2020-01-011,373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,376
Number of participants with account balances2020-01-011,222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: INSITU, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,651
Total number of active participants reported on line 7a of the Form 55002019-01-011,145
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01324
Total of all active and inactive participants2019-01-011,469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-011,472
Number of participants with account balances2019-01-011,289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: INSITU, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,494
Total number of active participants reported on line 7a of the Form 55002018-01-011,472
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01178
Total of all active and inactive participants2018-01-011,650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,651
Number of participants with account balances2018-01-011,374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: INSITU, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,245
Total number of active participants reported on line 7a of the Form 55002017-01-011,376
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01117
Total of all active and inactive participants2017-01-011,493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,494
Number of participants with account balances2017-01-011,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: INSITU, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,012
Total number of active participants reported on line 7a of the Form 55002016-01-011,102
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01142
Total of all active and inactive participants2016-01-011,244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,245
Number of participants with account balances2016-01-01997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: INSITU, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01893
Total number of active participants reported on line 7a of the Form 55002015-01-01670
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01143
Total of all active and inactive participants2015-01-01813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01814
Number of participants with account balances2015-01-01741
2014: INSITU, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01931
Total number of active participants reported on line 7a of the Form 55002014-01-01748
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01144
Total of all active and inactive participants2014-01-01892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01893
Number of participants with account balances2014-01-01789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: INSITU, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01929
Total number of active participants reported on line 7a of the Form 55002013-01-01784
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01146
Total of all active and inactive participants2013-01-01930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01931
Number of participants with account balances2013-01-01809
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: INSITU, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01852
Total number of active participants reported on line 7a of the Form 55002012-01-01823
Number of retired or separated participants receiving benefits2012-01-01105
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01929
Number of participants with account balances2012-01-01814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: INSITU, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01829
Total number of active participants reported on line 7a of the Form 55002011-01-01784
Number of other retired or separated participants entitled to future benefits2011-01-0168
Total of all active and inactive participants2011-01-01852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01852
Number of participants with account balances2011-01-01735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: INSITU, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01440
Total number of active participants reported on line 7a of the Form 55002009-01-01710
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0151
Total of all active and inactive participants2009-01-01761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01761
Number of participants with account balances2009-01-01628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0146

Financial Data on INSITU, INC. 401(K) PLAN

Measure Date Value
2022 : INSITU, INC. 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-14,133,893
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$16,973,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,784,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,368,347
Value of total assets at end of year2022-12-31$129,919,199
Value of total assets at beginning of year2022-12-31$161,026,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$188,107
Total interest from all sources2022-12-31$50,906
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,809,376
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$3,809,376
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$85,000,000
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$8,147,758
Participant contributions at end of year2022-12-31$1,357,064
Participant contributions at beginning of year2022-12-31$1,615,225
Assets. Other investments not covered elsewhere at end of year2022-12-31$4,349,021
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$7,182,178
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$811,475
Other income not declared elsewhere2022-12-31$-2,144,097
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$-31,106,895
Value of net assets at end of year (total assets less liabilities)2022-12-31$129,919,199
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$161,026,094
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
Investment advisory and management fees2022-12-31$90,947
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$119,785,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$148,708,859
Interest on participant loans2022-12-31$50,906
Value of interest in common/collective trusts at end of year2022-12-31$4,427,545
Value of interest in common/collective trusts at beginning of year2022-12-31$3,519,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-28,324,427
Net investment gain or loss from common/collective trusts2022-12-31$106,002
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,409,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,784,895
Contract administrator fees2022-12-31$97,160
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 name2022-12-31MOSS ADAMS, LLP
Accountancy firm EIN2022-12-31910189318
2021 : INSITU, INC. 401(K) 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$36,546,667
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$19,351,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$19,158,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,337,460
Value of total assets at end of year2021-12-31$161,026,094
Value of total assets at beginning of year2021-12-31$143,831,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$193,210
Total interest from all sources2021-12-31$66,173
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$11,606,681
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$11,606,681
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$85,000,000
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$9,230,456
Participant contributions at end of year2021-12-31$1,615,225
Participant contributions at beginning of year2021-12-31$1,704,006
Assets. Other investments not covered elsewhere at end of year2021-12-31$7,182,178
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$6,447,761
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$174,139
Other income not declared elsewhere2021-12-31$341,971
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$17,195,011
Value of net assets at end of year (total assets less liabilities)2021-12-31$161,026,094
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$143,831,083
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
Investment advisory and management fees2021-12-31$90,111
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$148,708,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$131,935,717
Interest on participant loans2021-12-31$66,173
Value of interest in common/collective trusts at end of year2021-12-31$3,519,832
Value of interest in common/collective trusts at beginning of year2021-12-31$3,743,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,095,048
Net investment gain or loss from common/collective trusts2021-12-31$99,334
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,932,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$19,158,446
Contract administrator fees2021-12-31$103,099
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS, LLP
Accountancy firm EIN2021-12-31910189318
2020 : INSITU, INC. 401(K) 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$25,378
Total income from all sources (including contributions)2020-12-31$31,902,372
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$14,342,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,163,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,698,823
Value of total assets at end of year2020-12-31$143,831,083
Value of total assets at beginning of year2020-12-31$126,296,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$178,467
Total interest from all sources2020-12-31$86,652
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,291,016
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$3,291,016
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$85,000,000
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$9,387,957
Participant contributions at end of year2020-12-31$1,704,006
Participant contributions at beginning of year2020-12-31$2,140,910
Assets. Other investments not covered elsewhere at end of year2020-12-31$6,447,761
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,780,735
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$154,909
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$25,378
Other income not declared elsewhere2020-12-31$1,326,856
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$25,378
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$17,559,948
Value of net assets at end of year (total assets less liabilities)2020-12-31$143,831,083
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$126,271,135
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
Investment advisory and management fees2020-12-31$72,586
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$131,935,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$117,530,741
Interest on participant loans2020-12-31$86,652
Value of interest in common/collective trusts at end of year2020-12-31$3,743,599
Value of interest in common/collective trusts at beginning of year2020-12-31$2,818,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$13,382,972
Net investment gain or loss from common/collective trusts2020-12-31$116,053
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$4,155,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,163,957
Contract administrator fees2020-12-31$105,881
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 name2020-12-31MOSS ADAMS, LLP
Accountancy firm EIN2020-12-31910189318
2019 : INSITU, INC. 401(K) 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$25,378
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$40,712,641
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$14,611,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,434,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,705,439
Value of total assets at end of year2019-12-31$126,296,513
Value of total assets at beginning of year2019-12-31$100,169,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$176,767
Total interest from all sources2019-12-31$90,003
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,381,055
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$3,381,055
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$85,000,000
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$10,989,160
Participant contributions at end of year2019-12-31$2,140,910
Participant contributions at beginning of year2019-12-31$2,167,311
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,780,735
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,803,857
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$790,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$25,378
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$517,200
Total non interest bearing cash at end of year2019-12-31$25,378
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$26,101,219
Value of net assets at end of year (total assets less liabilities)2019-12-31$126,271,135
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$100,169,916
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
Investment advisory and management fees2019-12-31$60,345
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$117,530,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$92,062,145
Interest on participant loans2019-12-31$90,003
Value of interest in common/collective trusts at end of year2019-12-31$2,818,749
Value of interest in common/collective trusts at beginning of year2019-12-31$3,136,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$19,921,461
Net investment gain or loss from common/collective trusts2019-12-31$97,483
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$4,925,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,434,655
Contract administrator fees2019-12-31$116,422
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 name2019-12-31MOSS ADAMS, LLP
Accountancy firm EIN2019-12-31910189318
2018 : INSITU, INC. 401(K) 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$395
Total income from all sources (including contributions)2018-12-31$11,359,296
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,885,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,768,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$17,982,719
Value of total assets at end of year2018-12-31$100,169,916
Value of total assets at beginning of year2018-12-31$97,696,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$117,495
Total interest from all sources2018-12-31$74,268
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,515,387
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$3,515,387
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$85,000,000
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$11,340,846
Participant contributions at end of year2018-12-31$2,167,311
Participant contributions at beginning of year2018-12-31$1,986,077
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,803,857
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,508,583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$395
Other income not declared elsewhere2018-12-31$-304,033
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$2,473,710
Value of net assets at end of year (total assets less liabilities)2018-12-31$100,169,916
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$97,696,206
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
Investment advisory and management fees2018-12-31$59,730
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$92,062,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$93,172,442
Interest on participant loans2018-12-31$74,268
Value of interest in common/collective trusts at end of year2018-12-31$3,136,603
Value of interest in common/collective trusts at beginning of year2018-12-31$2,538,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,999,797
Net investment gain or loss from common/collective trusts2018-12-31$90,752
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$5,133,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,768,091
Contract administrator fees2018-12-31$57,765
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS, LLP
Accountancy firm EIN2018-12-31910189318
2017 : INSITU, INC. 401(K) 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$395
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$28,684,173
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,117,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,074,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$15,541,630
Value of total assets at end of year2017-12-31$97,696,601
Value of total assets at beginning of year2017-12-31$74,129,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$43,822
Total interest from all sources2017-12-31$57,957
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,178,331
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$3,178,331
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$95,000,000
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$9,339,936
Participant contributions at end of year2017-12-31$1,986,077
Participant contributions at beginning of year2017-12-31$1,804,583
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,976,902
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$23,566,305
Value of net assets at end of year (total assets less liabilities)2017-12-31$97,696,206
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$74,129,901
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$93,172,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$70,086,831
Income. Interest from loans (other than to participants)2017-12-31$57,957
Value of interest in common/collective trusts at end of year2017-12-31$2,538,082
Value of interest in common/collective trusts at beginning of year2017-12-31$2,238,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,772,484
Net investment gain or loss from common/collective trusts2017-12-31$133,771
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$4,224,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,074,046
Contract administrator fees2017-12-31$43,822
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS, LLP
Accountancy firm EIN2017-12-31910189318
2016 : INSITU, INC. 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,629,238
Total unrealized appreciation/depreciation of assets2016-12-31$2,629,238
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$17,443,736
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,147,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,087,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,915,671
Value of total assets at end of year2016-12-31$74,129,901
Value of total assets at beginning of year2016-12-31$61,833,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$59,976
Total interest from all sources2016-12-31$161,805
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,476,788
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$2,476,788
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$95,000,000
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$7,261,722
Participant contributions at end of year2016-12-31$1,804,583
Participant contributions at beginning of year2016-12-31$1,729,702
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,338,841
Administrative expenses (other) incurred2016-12-31$18,222
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$12,296,025
Value of net assets at end of year (total assets less liabilities)2016-12-31$74,129,901
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$61,833,876
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
Investment advisory and management fees2016-12-31$41,754
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$70,086,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$57,885,831
Interest on participant loans2016-12-31$49,137
Interest earned on other investments2016-12-31$112,668
Value of interest in common/collective trusts at end of year2016-12-31$2,238,487
Value of interest in common/collective trusts at beginning of year2016-12-31$2,218,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$260,234
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$3,315,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,087,735
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS, LLP
Accountancy firm EIN2016-12-31910189318
2015 : INSITU, INC. 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-4,438,196
Total unrealized appreciation/depreciation of assets2015-12-31$-4,438,196
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$8,314,800
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,366,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,303,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,395,349
Value of total assets at end of year2015-12-31$61,833,876
Value of total assets at beginning of year2015-12-31$58,886,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$62,995
Total interest from all sources2015-12-31$126,503
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,283,869
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$3,283,869
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$95,000,000
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$5,855,140
Participant contributions at end of year2015-12-31$1,729,702
Participant contributions at beginning of year2015-12-31$1,378,736
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$59,940
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$891,559
Other income not declared elsewhere2015-12-31$-4,940
Administrative expenses (other) incurred2015-12-31$22,995
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$2,947,832
Value of net assets at end of year (total assets less liabilities)2015-12-31$61,833,876
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$58,886,044
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
Investment advisory and management fees2015-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$57,885,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$55,889,155
Interest on participant loans2015-12-31$40,151
Interest earned on other investments2015-12-31$86,352
Value of interest in common/collective trusts at end of year2015-12-31$2,218,343
Value of interest in common/collective trusts at beginning of year2015-12-31$1,529,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-47,785
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$2,648,650
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$28,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,303,973
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS, LLP
Accountancy firm EIN2015-12-31910189318
2014 : INSITU, INC. 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,021,592
Total unrealized appreciation/depreciation of assets2014-12-31$1,021,592
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$12,610,601
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,294,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,231,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,697,027
Value of total assets at end of year2014-12-31$58,886,044
Value of total assets at beginning of year2014-12-31$53,570,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$62,943
Total interest from all sources2014-12-31$94,999
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,522,771
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$2,522,771
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$95,000,000
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$5,540,535
Participant contributions at end of year2014-12-31$1,378,736
Participant contributions at beginning of year2014-12-31$1,292,428
Participant contributions at end of year2014-12-31$59,940
Participant contributions at beginning of year2014-12-31$78,889
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$564,129
Other income not declared elsewhere2014-12-31$1,017
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$5,315,889
Value of net assets at end of year (total assets less liabilities)2014-12-31$58,886,044
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$53,570,155
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$55,889,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$50,806,896
Interest on participant loans2014-12-31$38,312
Interest earned on other investments2014-12-31$56,687
Value of interest in common/collective trusts at end of year2014-12-31$1,529,763
Value of interest in common/collective trusts at beginning of year2014-12-31$1,356,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$273,195
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$2,592,363
Employer contributions (assets) at end of year2014-12-31$28,450
Employer contributions (assets) at beginning of year2014-12-31$35,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,231,769
Contract administrator fees2014-12-31$62,943
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS, LLP
Accountancy firm EIN2014-12-31910189318
2013 : INSITU, INC. 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$5,400,718
Total unrealized appreciation/depreciation of assets2013-12-31$5,400,718
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$17,418,734
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,666,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,580,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,946,571
Value of total assets at end of year2013-12-31$53,570,155
Value of total assets at beginning of year2013-12-31$40,817,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$85,628
Total interest from all sources2013-12-31$90,392
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,649,605
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$1,649,605
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$95,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,827,758
Participant contributions at end of year2013-12-31$1,292,428
Participant contributions at beginning of year2013-12-31$939,451
Participant contributions at end of year2013-12-31$78,889
Participant contributions at beginning of year2013-12-31$19,149
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$305,271
Other income not declared elsewhere2013-12-31$-20,136
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$12,752,693
Value of net assets at end of year (total assets less liabilities)2013-12-31$53,570,155
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$40,817,462
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$50,806,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$38,458,952
Interest on participant loans2013-12-31$30,258
Interest earned on other investments2013-12-31$60,134
Value of interest in common/collective trusts at end of year2013-12-31$1,356,653
Value of interest in common/collective trusts at beginning of year2013-12-31$1,389,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,351,584
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$2,813,542
Employer contributions (assets) at end of year2013-12-31$35,289
Employer contributions (assets) at beginning of year2013-12-31$10,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,580,413
Contract administrator fees2013-12-31$85,628
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS, LLP
Accountancy firm EIN2013-12-31910189318
2012 : INSITU, INC. 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,673,443
Total unrealized appreciation/depreciation of assets2012-12-31$2,673,443
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$13,476,744
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,564,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,499,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,128,745
Value of total assets at end of year2012-12-31$40,817,462
Value of total assets at beginning of year2012-12-31$29,904,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$64,868
Total interest from all sources2012-12-31$86,362
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,127,719
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$1,127,719
Administrative expenses professional fees incurred2012-12-31$64,868
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$95,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,982,400
Participant contributions at end of year2012-12-31$939,451
Participant contributions at beginning of year2012-12-31$608,819
Participant contributions at end of year2012-12-31$19,149
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$196,369
Other income not declared elsewhere2012-12-31$24,059
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$10,912,621
Value of net assets at end of year (total assets less liabilities)2012-12-31$40,817,462
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$29,904,841
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$38,458,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$28,047,613
Interest on participant loans2012-12-31$19,413
Interest earned on other investments2012-12-31$66,949
Value of interest in common/collective trusts at end of year2012-12-31$1,389,481
Value of interest in common/collective trusts at beginning of year2012-12-31$1,184,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$436,416
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$2,949,976
Employer contributions (assets) at end of year2012-12-31$10,429
Employer contributions (assets) at beginning of year2012-12-31$63,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,499,255
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS, LLP
Accountancy firm EIN2012-12-31910189318
2011 : INSITU, INC. 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-672,114
Total unrealized appreciation/depreciation of assets2011-12-31$-672,114
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$9,785
Total income from all sources (including contributions)2011-12-31$8,430,150
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,066,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,016,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,919,378
Value of total assets at end of year2011-12-31$29,904,841
Value of total assets at beginning of year2011-12-31$23,551,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$50,533
Total interest from all sources2011-12-31$21,024
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$625,178
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$625,178
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$95,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$5,770,021
Participant contributions at end of year2011-12-31$608,819
Participant contributions at beginning of year2011-12-31$304,250
Participant contributions at beginning of year2011-12-31$147,114
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$227,611
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$9,785
Total non interest bearing cash at beginning of year2011-12-31$9,785
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$6,363,478
Value of net assets at end of year (total assets less liabilities)2011-12-31$29,904,841
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,541,363
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$28,047,613
Value of interest in pooled separate accounts at beginning of year2011-12-31$22,776,159
Interest on participant loans2011-12-31$10,279
Interest earned on other investments2011-12-31$10,745
Value of interest in common/collective trusts at end of year2011-12-31$1,184,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$186,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-463,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,921,746
Employer contributions (assets) at end of year2011-12-31$63,615
Employer contributions (assets) at beginning of year2011-12-31$126,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,016,139
Contract administrator fees2011-12-31$50,533
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS, LLP
Accountancy firm EIN2011-12-31910189318
2010 : INSITU, INC. 401(K) 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$9,785
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$158,412
Total income from all sources (including contributions)2010-12-31$11,103,024
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,088,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,039,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,392,415
Value of total assets at end of year2010-12-31$23,551,148
Value of total assets at beginning of year2010-12-31$13,685,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$49,555
Total interest from all sources2010-12-31$8,487
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$95,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$5,383,073
Participant contributions at end of year2010-12-31$304,250
Participant contributions at beginning of year2010-12-31$105,511
Participant contributions at end of year2010-12-31$147,114
Participant contributions at beginning of year2010-12-31$136,557
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$318,984
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$9,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$158,412
Total non interest bearing cash at end of year2010-12-31$9,785
Total non interest bearing cash at beginning of year2010-12-31$4,360
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$10,014,314
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,541,363
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,527,049
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$22,776,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,195,542
Interest on participant loans2010-12-31$5,292
Interest earned on other investments2010-12-31$3,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$186,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$119,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,702,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,690,358
Employer contributions (assets) at end of year2010-12-31$126,925
Employer contributions (assets) at beginning of year2010-12-31$123,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,039,155
Contract administrator fees2010-12-31$49,555
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS, LLP
Accountancy firm EIN2010-12-31910189318
2009 : INSITU, INC. 401(K) 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 INSITU, INC. 401(K) PLAN

2022: INSITU, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INSITU, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INSITU, INC. 401(K) 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INSITU, INC. 401(K) 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INSITU, INC. 401(K) 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INSITU, INC. 401(K) 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INSITU, INC. 401(K) 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INSITU, INC. 401(K) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INSITU, INC. 401(K) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INSITU, INC. 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INSITU, INC. 401(K) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INSITU, INC. 401(K) 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: INSITU, INC. 401(K) 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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23025
Policy instance 1
Insurance contract or identification number23025
Number of Individuals Covered829
Insurance policy start date2011-01-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $15,200
Total amount of fees paid to insurance companyUSD $3,040
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23025
Policy instance 1
Insurance contract or identification number23025
Number of Individuals Covered731
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $47,611
Total amount of fees paid to insurance companyUSD $12,320
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
Commission paid to Insurance BrokerUSD $47,611
Insurance broker organization code?3
Amount paid for insurance broker fees12053
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker nameDWS INVESTMENTS SERVICE COMPANY

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