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E.C. LOOMIS & SON INSURANCE ASSOCIATES PROFIT SHARING PLAN 401k Plan overview

Plan NameE.C. LOOMIS & SON INSURANCE ASSOCIATES PROFIT SHARING PLAN
Plan identification number 001

E.C. LOOMIS & SON INSURANCE ASSOCIATES PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

E.C. LOOMIS & SON INSURANCE has sponsored the creation of one or more 401k plans.

Company Name:E.C. LOOMIS & SON INSURANCE
Employer identification number (EIN):952843941
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan E.C. LOOMIS & SON INSURANCE ASSOCIATES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01M.KARL HARTWIG
0012014-01-01M.KARL HARTWIG
0012013-01-01M.KARL HARTWIG
0012012-01-01M.KARL HARTWIG
0012011-01-01MKARL HARTWIG
0012010-01-01MKARL HARTWIG
0012009-01-01MKARL HARTWIG

Plan Statistics for E.C. LOOMIS & SON INSURANCE ASSOCIATES PROFIT SHARING PLAN

401k plan membership statisitcs for E.C. LOOMIS & SON INSURANCE ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2015: E.C. LOOMIS & SON INSURANCE ASSOCIATES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total of all active and inactive participants2015-01-010
Total participants2015-01-010
2014: E.C. LOOMIS & SON INSURANCE ASSOCIATES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-016
Total of all active and inactive participants2014-01-016
Total participants2014-01-016
2013: E.C. LOOMIS & SON INSURANCE ASSOCIATES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-018
Total of all active and inactive participants2013-01-018
Total participants2013-01-018
2012: E.C. LOOMIS & SON INSURANCE ASSOCIATES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-018
Total of all active and inactive participants2012-01-018
Total participants2012-01-018
2011: E.C. LOOMIS & SON INSURANCE ASSOCIATES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-018
Total of all active and inactive participants2011-01-018
Total participants2011-01-018
2010: E.C. LOOMIS & SON INSURANCE ASSOCIATES PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-018
Total of all active and inactive participants2010-01-018
Total participants2010-01-018
2009: E.C. LOOMIS & SON INSURANCE ASSOCIATES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-018
Total of all active and inactive participants2009-01-018
Total participants2009-01-018
Number of participants with account balances2009-01-018

Financial Data on E.C. LOOMIS & SON INSURANCE ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2015 : E.C. LOOMIS & SON INSURANCE ASSOCIATES PROFIT SHARING PLAN 2015 401k financial data
Total plan assets at end of year2015-12-31$0
2014 : E.C. LOOMIS & SON INSURANCE ASSOCIATES PROFIT SHARING PLAN 2014 401k financial data
Value of fidelity bond covering the plan2014-12-31$150,000

Form 5500 Responses for E.C. LOOMIS & SON INSURANCE ASSOCIATES PROFIT SHARING PLAN

2015: E.C. LOOMIS & SON INSURANCE ASSOCIATES PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: E.C. LOOMIS & SON INSURANCE ASSOCIATES PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: E.C. LOOMIS & SON INSURANCE ASSOCIATES PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: E.C. LOOMIS & SON INSURANCE ASSOCIATES PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: E.C. LOOMIS & SON INSURANCE ASSOCIATES PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: E.C. LOOMIS & SON INSURANCE ASSOCIATES PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: E.C. LOOMIS & SON INSURANCE ASSOCIATES PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number0034337700
Policy instance 1
Insurance contract or identification number0034337700
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $208
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $208
Additional information about fees paid to insurance brokerINSURANCE PREMIUMS
Insurance broker organization code?3
Insurance broker nameE.C. LOOMIS & SON INSURANCE ASSOC
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number98701
Policy instance 2
Insurance contract or identification number98701
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,047
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,047
Additional information about fees paid to insurance brokerINSURANCE PREMIUMS
Insurance broker organization code?3
Insurance broker nameE.C. LOOMIS & SON INSURANCE ASSOC
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number0034337700
Policy instance 1
Insurance contract or identification number0034337700
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $350
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $350
Additional information about fees paid to insurance brokerINSURANCE PREMIUMS
Insurance broker organization code?3
Insurance broker nameE.C. LOOMIS & SON INSURANCE ASSOC
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number98701
Policy instance 2
Insurance contract or identification number98701
Number of Individuals Covered5
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,186
Total amount of fees paid to insurance companyUSD $37,958
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,186
Amount paid for insurance broker fees37958
Additional information about fees paid to insurance brokerINSURANCE PREMIUMS
Insurance broker organization code?3
Insurance broker nameE.C. LOOMIS & SON INSURANCE ASSOC
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number0034337700
Policy instance 1
Insurance contract or identification number0034337700
Number of Individuals Covered5
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $458
Total amount of fees paid to insurance companyUSD $6,673
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $458
Amount paid for insurance broker fees6673
Additional information about fees paid to insurance brokerINSURANCE PREMIUMS
Insurance broker organization code?3
Insurance broker nameE.C. LOOMIS & SON INSURANCE ASSOC
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number98701
Policy instance 2
Insurance contract or identification number98701
Number of Individuals Covered6
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,284
Total amount of fees paid to insurance companyUSD $18,094
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,284
Amount paid for insurance broker fees18094
Additional information about fees paid to insurance brokerINSURANCE PREMIUMS
Insurance broker organization code?3
Insurance broker nameE.C. LOOMIS & SON INSURANCE ASSOC
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number98701
Policy instance 1
Insurance contract or identification number98701
Number of Individuals Covered6
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,284
Total amount of fees paid to insurance companyUSD $24,776
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,284
Amount paid for insurance broker fees24776
Additional information about fees paid to insurance brokerINSURANCE PREMIUMS
Insurance broker organization code?3
Insurance broker nameE.C. LOOMIS & SON INSURANCE ASSOC
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number0034337700
Policy instance 2
Insurance contract or identification number0034337700
Number of Individuals Covered5
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $633
Total amount of fees paid to insurance companyUSD $7,337
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $633
Amount paid for insurance broker fees7337
Additional information about fees paid to insurance brokerINSURANCE PREMIUMS
Insurance broker organization code?3
Insurance broker nameE.C. LOOMIS & SON INSURANCE ASSOC
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number98701
Policy instance 1
Insurance contract or identification number98701
Number of Individuals Covered6
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,430
Total amount of fees paid to insurance companyUSD $27,512
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number0034337700
Policy instance 2
Insurance contract or identification number0034337700
Number of Individuals Covered5
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $709
Total amount of fees paid to insurance companyUSD $8,225
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number98701
Policy instance 1
Insurance contract or identification number98701
Number of Individuals Covered6
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $5,283
Total amount of fees paid to insurance companyUSD $17,297
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,283
Amount paid for insurance broker fees17297
Additional information about fees paid to insurance brokerINSURANCE PREMIUMS
Insurance broker organization code?3
Insurance broker nameE.C. LOOMIS & SON INSURANCE ASSOC
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number0034337700
Policy instance 2
Insurance contract or identification number0034337700
Number of Individuals Covered5
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $715
Total amount of fees paid to insurance companyUSD $16,510
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $715
Amount paid for insurance broker fees16510
Additional information about fees paid to insurance brokerINSURANCE PREMIUMS
Insurance broker organization code?3
Insurance broker nameE.C. LOOMIS & SON INSURANCE ASSOC

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