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ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 401k Plan overview

Plan NameALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN
Plan identification number 001

ALL MOTORISTS INS AGENCY PROFIT SHARING/401K 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

401k Sponsoring company profile

ALL MOTORISTS INSURANCE AGENCY has sponsored the creation of one or more 401k plans.

Company Name:ALL MOTORISTS INSURANCE AGENCY
Employer identification number (EIN):952103043
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about ALL MOTORISTS INSURANCE AGENCY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0388299

More information about ALL MOTORISTS INSURANCE AGENCY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALL MOTORISTS INS AGENCY PROFIT SHARING/401K 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
0012018-01-01JOHN L. ALBANESE2019-10-11
0012017-01-01JOHN L. ALBANESE
0012016-01-01JOHN L ALBANESE
0012015-01-01JOHN L. ALBANESE JOHN L. ALBANESE2016-10-13
0012014-01-01JOHN L. ALBANESE JOHN L. ALBANESE2015-10-15
0012013-01-01JOHN L. ALBANESE JOHN L. ALBANESE2014-10-09
0012012-01-01JOHN L. ALBANESE JOHN L. ALBANESE2013-10-07
0012011-01-01JOHN L. ALBANESE JOHN L. ALBANESE2012-10-12
0012010-01-01JOHN L. ALBANESE JOHN L. ALBANESE2011-10-13
0012009-01-01JOHN L. ALBANESE JOHN L. ALBANESE2010-10-15
0012009-01-01JOHN L. ALBANESE JOHN L. ALBANESE2011-09-28
0012009-01-01JOHN L. ALBANESE JOHN L. ALBANESE2010-10-15
0012009-01-01JOHN L. ALBANESE JOHN L. ALBANESE2010-10-15
0012009-01-01JOHN L. ALBANESE JOHN L. ALBANESE2010-10-15
0012009-01-01JOHN L ALBANESE JOHN L. ALBANESE2010-10-15
0012009-01-01JOHN L ALBANESE JOHN L. ALBANESE2010-10-15

Plan Statistics for ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN

401k plan membership statisitcs for ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN

Measure Date Value
2022: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01121
Total number of active participants reported on line 7a of the Form 55002022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-0175
Total of all active and inactive participants2022-01-0184
Total participants2022-01-0184
Number of participants with account balances2022-01-0184
2021: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01196
Total number of active participants reported on line 7a of the Form 55002021-01-0133
Number of other retired or separated participants entitled to future benefits2021-01-0188
Total of all active and inactive participants2021-01-01121
Total participants2021-01-01121
Number of participants with account balances2021-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0122
2020: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01214
Total number of active participants reported on line 7a of the Form 55002020-01-01128
Number of other retired or separated participants entitled to future benefits2020-01-0174
Total of all active and inactive participants2020-01-01202
Total participants2020-01-01202
Number of participants with account balances2020-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01223
Total number of active participants reported on line 7a of the Form 55002019-01-01164
Number of other retired or separated participants entitled to future benefits2019-01-0160
Total of all active and inactive participants2019-01-01224
Total participants2019-01-01224
Number of participants with account balances2019-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01206
Total number of active participants reported on line 7a of the Form 55002018-01-01170
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0153
Total of all active and inactive participants2018-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01223
Number of participants with account balances2018-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01175
Total number of active participants reported on line 7a of the Form 55002017-01-01164
Number of other retired or separated participants entitled to future benefits2017-01-0142
Total of all active and inactive participants2017-01-01206
Total participants2017-01-01206
Number of participants with account balances2017-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01168
Total number of active participants reported on line 7a of the Form 55002016-01-01137
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01175
Total participants2016-01-01175
Number of participants with account balances2016-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01150
Total number of active participants reported on line 7a of the Form 55002015-01-01129
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0139
Total of all active and inactive participants2015-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01168
Number of participants with account balances2015-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01129
Total number of active participants reported on line 7a of the Form 55002014-01-01118
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01150
Number of participants with account balances2014-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01128
Total number of active participants reported on line 7a of the Form 55002013-01-0194
Number of other retired or separated participants entitled to future benefits2013-01-0134
Total of all active and inactive participants2013-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01129
Number of participants with account balances2013-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01131
Total number of active participants reported on line 7a of the Form 55002012-01-0194
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01128
Number of participants with account balances2012-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01147
Total number of active participants reported on line 7a of the Form 55002011-01-0198
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01131
Number of participants with account balances2011-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01194
Total number of active participants reported on line 7a of the Form 55002010-01-01102
Number of other retired or separated participants entitled to future benefits2010-01-0142
Total of all active and inactive participants2010-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-01147
Number of participants with account balances2010-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01184
Total number of active participants reported on line 7a of the Form 55002009-01-0197
Number of other retired or separated participants entitled to future benefits2009-01-0194
Total of all active and inactive participants2009-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01194
Number of participants with account balances2009-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN

Measure Date Value
2022 : ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,743,382
Total of all expenses incurred2022-12-31$7,516,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,471,472
Expenses. Certain deemed distributions of participant loans2022-12-31$9,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$130,139
Value of total assets at end of year2022-12-31$7,458,249
Value of total assets at beginning of year2022-12-31$17,718,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$35,710
Total interest from all sources2022-12-31$7,215
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$130,139
Participant contributions at end of year2022-12-31$27,040
Participant contributions at beginning of year2022-12-31$97,156
Total non interest bearing cash at end of year2022-12-31$773
Total non interest bearing cash at beginning of year2022-12-31$1,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,260,145
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,458,249
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,718,394
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$7,050,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,482,013
Value of interest in pooled separate accounts at end of year2022-12-31$0
Interest on participant loans2022-12-31$3,877
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,338
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$379,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$138,202
Net investment gain/loss from pooled separate accounts2022-12-31$-2,880,736
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,471,472
Contract administrator fees2022-12-31$35,710
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31JLK ROSENBERGER, LLP
Accountancy firm EIN2022-12-31271532099
2021 : ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,003,801
Total of all expenses incurred2021-12-31$4,156,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,971,672
Expenses. Certain deemed distributions of participant loans2021-12-31$122,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$282,475
Value of total assets at end of year2021-12-31$17,718,394
Value of total assets at beginning of year2021-12-31$18,871,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$62,000
Total interest from all sources2021-12-31$12,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$254,440
Participant contributions at end of year2021-12-31$97,156
Participant contributions at beginning of year2021-12-31$184,361
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$28,035
Total non interest bearing cash at end of year2021-12-31$1,023
Total non interest bearing cash at beginning of year2021-12-31$5,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,152,775
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,718,394
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,871,169
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$17,482,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,592,899
Value of interest in pooled separate accounts at end of year2021-12-31$0
Interest on participant loans2021-12-31$11,428
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$138,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$88,060
Net investment gain/loss from pooled separate accounts2021-12-31$2,708,807
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,971,672
Contract administrator fees2021-12-31$62,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31JLK ROSENBERGER, LLP
Accountancy firm EIN2021-12-31271532099
2020 : ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,026,810
Total of all expenses incurred2020-12-31$2,365,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,299,701
Expenses. Certain deemed distributions of participant loans2020-12-31$10,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$531,783
Value of total assets at end of year2020-12-31$18,871,169
Value of total assets at beginning of year2020-12-31$19,209,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$55,135
Total interest from all sources2020-12-31$11,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$475,836
Participant contributions at end of year2020-12-31$184,361
Participant contributions at beginning of year2020-12-31$207,217
Participant contributions at beginning of year2020-12-31$19,502
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$55,947
Total non interest bearing cash at end of year2020-12-31$5,849
Total non interest bearing cash at beginning of year2020-12-31$11,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-338,674
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,871,169
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,209,843
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$18,592,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,568,996
Value of interest in pooled separate accounts at end of year2020-12-31$0
Interest on participant loans2020-12-31$9,908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$88,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$79,248
Net investment gain/loss from pooled separate accounts2020-12-31$1,483,838
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
Assets. Invements in employer securities at beginning of year2020-12-31$1,323,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,299,701
Contract administrator fees2020-12-31$55,135
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31JLK ROSENBERGER, LLP
Accountancy firm EIN2020-12-31271532099
2019 : ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,866,966
Total income from all sources (including contributions)2019-12-31$3,866,966
Total of all expenses incurred2019-12-31$780,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$721,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$721,816
Expenses. Certain deemed distributions of participant loans2019-12-31$2,743
Expenses. Certain deemed distributions of participant loans2019-12-31$2,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$761,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$761,203
Value of total assets at end of year2019-12-31$19,209,843
Value of total assets at end of year2019-12-31$19,209,843
Value of total assets at beginning of year2019-12-31$16,123,448
Value of total assets at beginning of year2019-12-31$16,123,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$56,012
Total interest from all sources2019-12-31$14,041
Total interest from all sources2019-12-31$14,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$541,255
Contributions received from participants2019-12-31$541,255
Participant contributions at end of year2019-12-31$207,217
Participant contributions at beginning of year2019-12-31$261,968
Participant contributions at beginning of year2019-12-31$261,968
Participant contributions at end of year2019-12-31$19,502
Participant contributions at end of year2019-12-31$19,502
Participant contributions at beginning of year2019-12-31$19,487
Participant contributions at beginning of year2019-12-31$19,487
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$219,948
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$219,948
Total non interest bearing cash at end of year2019-12-31$11,697
Total non interest bearing cash at end of year2019-12-31$11,697
Total non interest bearing cash at beginning of year2019-12-31$6,738
Total non interest bearing cash at beginning of year2019-12-31$6,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,086,395
Value of net income/loss2019-12-31$3,086,395
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,209,843
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,209,843
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,123,448
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,123,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,568,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,568,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,014,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,014,308
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Interest on participant loans2019-12-31$12,653
Interest on participant loans2019-12-31$12,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,388
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$79,248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$79,248
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$115,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$115,386
Net investment gain/loss from pooled separate accounts2019-12-31$3,091,722
Net investment gain/loss from pooled separate accounts2019-12-31$3,091,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$1,323,183
Assets. Invements in employer securities at end of year2019-12-31$1,323,183
Assets. Invements in employer securities at beginning of year2019-12-31$1,705,561
Assets. Invements in employer securities at beginning of year2019-12-31$1,705,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$721,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$721,816
Contract administrator fees2019-12-31$56,012
Contract administrator fees2019-12-31$56,012
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JLK ROSENBERGER, LLP
Accountancy firm name2019-12-31JLK ROSENBERGER, LLP
Accountancy firm EIN2019-12-31271532099
Accountancy firm EIN2019-12-31271532099
2018 : ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-275,006
Total of all expenses incurred2018-12-31$1,600,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,567,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$591,415
Value of total assets at end of year2018-12-31$16,123,448
Value of total assets at beginning of year2018-12-31$17,999,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$33,770
Total interest from all sources2018-12-31$14,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$482,309
Participant contributions at end of year2018-12-31$261,968
Participant contributions at beginning of year2018-12-31$255,550
Participant contributions at end of year2018-12-31$19,487
Participant contributions at beginning of year2018-12-31$26,918
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$109,106
Total non interest bearing cash at end of year2018-12-31$6,738
Total non interest bearing cash at beginning of year2018-12-31$3,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,875,990
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,123,448
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,999,438
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$14,014,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,106,213
Interest on participant loans2018-12-31$13,905
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$115,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$107,067
Net investment gain/loss from pooled separate accounts2018-12-31$-881,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$1,705,561
Assets. Invements in employer securities at beginning of year2018-12-31$1,500,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,567,214
Contract administrator fees2018-12-31$33,770
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 name2018-12-31JLK ROSENBERGER, LLP
Accountancy firm EIN2018-12-31271532099
2017 : ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,991,965
Total of all expenses incurred2017-12-31$190,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$159,079
Expenses. Certain deemed distributions of participant loans2017-12-31$7,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$445,721
Value of total assets at end of year2017-12-31$17,999,438
Value of total assets at beginning of year2017-12-31$15,198,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,901
Total interest from all sources2017-12-31$11,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$439,902
Participant contributions at end of year2017-12-31$255,550
Participant contributions at beginning of year2017-12-31$266,230
Participant contributions at end of year2017-12-31$26,918
Participant contributions at beginning of year2017-12-31$13,006
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,819
Administrative expenses (other) incurred2017-12-31$95
Total non interest bearing cash at end of year2017-12-31$3,447
Total non interest bearing cash at beginning of year2017-12-31$1,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,801,353
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,999,438
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,198,085
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$16,106,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,201,481
Interest on participant loans2017-12-31$10,777
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$107,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$93,928
Net investment gain/loss from pooled separate accounts2017-12-31$2,534,937
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
Assets. Invements in employer securities at end of year2017-12-31$1,500,243
Assets. Invements in employer securities at beginning of year2017-12-31$1,477,302
Contributions received in cash from employer2017-12-31$0
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$144,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$159,079
Contract administrator fees2017-12-31$23,806
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 name2017-12-31JLK ROSENBERGER, LLP
Accountancy firm EIN2017-12-31271532099
2016 : ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$474,614
Total income from all sources (including contributions)2016-12-31$1,718,062
Total of all expenses incurred2016-12-31$329,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$308,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$457,872
Value of total assets at end of year2016-12-31$15,198,085
Value of total assets at beginning of year2016-12-31$13,334,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,242
Total interest from all sources2016-12-31$11,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$312,971
Participant contributions at end of year2016-12-31$266,230
Participant contributions at beginning of year2016-12-31$258,533
Participant contributions at end of year2016-12-31$13,006
Participant contributions at beginning of year2016-12-31$6,791
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,388,929
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,198,085
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,334,542
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$250
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,201,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,679,175
Interest on participant loans2016-12-31$10,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,237
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,648
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$396
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$93,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$95,376
Net investment gain/loss from pooled separate accounts2016-12-31$1,249,132
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
Assets. Invements in employer securities at end of year2016-12-31$1,477,302
Assets. Invements in employer securities at beginning of year2016-12-31$1,293,019
Contributions received in cash from employer2016-12-31$144,901
Employer contributions (assets) at end of year2016-12-31$144,901
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$308,891
Contract administrator fees2016-12-31$19,992
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JLK ROSENBERGER, LLP
Accountancy firm EIN2016-12-31271532099
2015 : ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$-153,243
Total of all expenses incurred2015-12-31$217,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$196,631
Value of total corrective distributions2015-12-31$1,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$231,605
Value of total assets at end of year2015-12-31$13,334,542
Value of total assets at beginning of year2015-12-31$13,705,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$19,518
Total interest from all sources2015-12-31$9,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$750,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$210,459
Participant contributions at end of year2015-12-31$258,533
Participant contributions at beginning of year2015-12-31$196,668
Participant contributions at end of year2015-12-31$6,791
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$21,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-370,558
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,334,542
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,705,100
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$11,679,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,889,025
Income. Interest from loans (other than to participants)2015-12-31$9,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,648
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,927
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$95,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$98,625
Net investment gain/loss from pooled separate accounts2015-12-31$-394,703
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
Assets. Invements in employer securities at end of year2015-12-31$1,293,019
Assets. Invements in employer securities at beginning of year2015-12-31$1,516,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$196,631
Contract administrator fees2015-12-31$19,518
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 name2015-12-31JLK ROSENBERGER, LLP
Accountancy firm EIN2015-12-31271532099
2014 : ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$920,551
Total of all expenses incurred2014-12-31$75,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$64,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$240,870
Value of total assets at end of year2014-12-31$13,705,100
Value of total assets at beginning of year2014-12-31$12,860,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,903
Total interest from all sources2014-12-31$10,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$750,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$216,025
Participant contributions at end of year2014-12-31$196,668
Participant contributions at beginning of year2014-12-31$235,766
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$24,845
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$844,816
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,705,100
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,860,284
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$11,889,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,982,312
Interest on participant loans2014-12-31$9,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,927
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,133
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$98,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$116,049
Net investment gain/loss from pooled separate accounts2014-12-31$669,595
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
Assets. Invements in employer securities at end of year2014-12-31$1,516,855
Assets. Invements in employer securities at beginning of year2014-12-31$1,523,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$64,832
Contract administrator fees2014-12-31$10,903
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 name2014-12-31JLK ROSENBERGER, LLP
Accountancy firm EIN2014-12-31271532099
2013 : ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,145,551
Total of all expenses incurred2013-12-31$109,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$103,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$264,841
Value of total assets at end of year2013-12-31$12,860,284
Value of total assets at beginning of year2013-12-31$10,824,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,110
Total interest from all sources2013-12-31$8,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$750,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$164,200
Participant contributions at end of year2013-12-31$235,766
Participant contributions at beginning of year2013-12-31$165,273
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$100,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,035,885
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,860,284
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,824,399
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$10,982,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,908,902
Interest on participant loans2013-12-31$8,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,133
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$50,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$50,505
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$116,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$114,071
Net investment gain/loss from pooled separate accounts2013-12-31$1,871,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$1,523,024
Assets. Invements in employer securities at beginning of year2013-12-31$1,585,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$103,556
Contract administrator fees2013-12-31$6,110
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 name2013-12-31JLK ROSENBERGER, LLP
Accountancy firm EIN2013-12-31271532099
2012 : ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$445,918
Total unrealized appreciation/depreciation of assets2012-12-31$445,918
Total transfer of assets to this plan2012-12-31$38,634
Total income from all sources (including contributions)2012-12-31$617,025
Total of all expenses incurred2012-12-31$323,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$318,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$164,653
Value of total assets at end of year2012-12-31$10,824,399
Value of total assets at beginning of year2012-12-31$10,491,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,122
Total interest from all sources2012-12-31$6,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$750,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$164,653
Participant contributions at end of year2012-12-31$165,273
Participant contributions at beginning of year2012-12-31$90,811
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$293,831
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,824,399
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,491,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$5,122
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,908,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,000,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$50,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$17,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$17,125
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$6,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$114,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$117,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$1,585,648
Assets. Invements in employer securities at beginning of year2012-12-31$2,265,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$318,072
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JLK ROSENBERGER, LLP
Accountancy firm EIN2012-12-31271532099
2011 : ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-803,879
Total unrealized appreciation/depreciation of assets2011-12-31$-803,879
Total income from all sources (including contributions)2011-12-31$-627,968
Total of all expenses incurred2011-12-31$446,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$435,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$169,454
Value of total assets at end of year2011-12-31$10,491,934
Value of total assets at beginning of year2011-12-31$11,566,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,988
Total interest from all sources2011-12-31$6,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$167,002
Participant contributions at end of year2011-12-31$90,811
Participant contributions at beginning of year2011-12-31$101,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,074,878
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,491,934
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,566,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$10,988
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,000,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,578,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$17,125
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$13,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$13,304
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$6,457
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$117,777
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$109,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$2,265,240
Assets. Invements in employer securities at beginning of year2011-12-31$2,764,133
Contributions received in cash from employer2011-12-31$2,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$435,922
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 name2011-12-31LARSON AND ROSENBERGER, LLP
Accountancy firm EIN2011-12-31261720390
2010 : ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,000,623
Total unrealized appreciation/depreciation of assets2010-12-31$1,000,623
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$5,669
Total income from all sources (including contributions)2010-12-31$1,223,586
Total of all expenses incurred2010-12-31$505,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$484,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$166,494
Value of total assets at end of year2010-12-31$11,566,812
Value of total assets at beginning of year2010-12-31$10,854,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,034
Total interest from all sources2010-12-31$6,609
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$49,860
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$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$162,541
Participant contributions at end of year2010-12-31$101,914
Participant contributions at beginning of year2010-12-31$75,615
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$5,669
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$717,651
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,566,812
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,849,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$21,034
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,578,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,297,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$13,304
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,596,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,596,271
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$6,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$109,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$103,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$2,764,133
Assets. Invements in employer securities at beginning of year2010-12-31$2,781,989
Contributions received in cash from employer2010-12-31$3,953
Income. Dividends from common stock2010-12-31$49,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$484,901
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 name2010-12-31LARSON AND ROSENBERGER, LLP
Accountancy firm EIN2010-12-31261720390

Form 5500 Responses for ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN

2022: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ALL MOTORISTS INS AGENCY PROFIT SHARING/401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 number10492
Policy instance 1
Insurance contract or identification number10492
Number of Individuals Covered126
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $11,503
Total amount of fees paid to insurance companyUSD $6,047
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
Commission paid to Insurance BrokerUSD $11,503
Amount paid for insurance broker fees6047
Additional information about fees paid to insurance brokerTPA FEES, TPA COMPENSATION & OTHER
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number10492
Policy instance 1
Insurance contract or identification number10492
Number of Individuals Covered163
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $18,366
Total amount of fees paid to insurance companyUSD $9,339
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
Commission paid to Insurance BrokerUSD $18,366
Amount paid for insurance broker fees9339
Additional information about fees paid to insurance brokerTPA FEES, TPA COMPENSATION & OTHER
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number10492
Policy instance 1
Insurance contract or identification number10492
Number of Individuals Covered300
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $16,074
Total amount of fees paid to insurance companyUSD $8,631
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
Commission paid to Insurance BrokerUSD $16,074
Amount paid for insurance broker fees8631
Additional information about fees paid to insurance brokerTPA FEES, TPA COMPENSATION & OTHER
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number10492
Policy instance 1
Insurance contract or identification number10492
Number of Individuals Covered313
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $16,016
Total amount of fees paid to insurance companyUSD $8,668
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
Commission paid to Insurance BrokerUSD $16,016
Amount paid for insurance broker fees8668
Additional information about fees paid to insurance brokerTPA FEES, TPA COMPENSATION & OTHER
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number10492
Policy instance 1
Insurance contract or identification number10492
Number of Individuals Covered334
Insurance policy start date2018-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $21,757
Total amount of fees paid to insurance companyUSD $8,477
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
Commission paid to Insurance BrokerUSD $21,757
Amount paid for insurance broker fees8477
Additional information about fees paid to insurance brokerTPA FEES, TPA COMPENSATION & OTHER
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number10492
Policy instance 1
Insurance contract or identification number10492
Number of Individuals Covered296
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $22,276
Total amount of fees paid to insurance companyUSD $8,063
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
Commission paid to Insurance BrokerUSD $22,276
Amount paid for insurance broker fees8063
Additional information about fees paid to insurance brokerTPA FEES, TPA COMPENSATION & OTHER
Insurance broker organization code?5
Insurance broker nameLIDEN MORTON NESTLE INS SVS

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