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401k Sponsoring company profile

BILBREY INSURANCE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:BILBREY INSURANCE SERVICES, INC.
Employer identification number (EIN):421304338
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about BILBREY INSURANCE SERVICES, INC.

Jurisdiction of Incorporation:
Incorporation Date:
Company Identification Number:

More information about BILBREY INSURANCE SERVICES, INC.

The following addresses have been detected on the 401k submissions:

USA Location Address
5701 GREENDALE ROAD
JOHNSTON
IA
50131
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Mailing Address
5701 GREENDALE ROAD
JOHNSTON
IA
50131
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Location Address
12951 UNIVERSITY AVE
SUITE 120
CLIVE
IA
50325
Date first seen: 2007-01-01
Date last seen: 2023-12-31

The following addresses have been found in other jurisdictions:

Jurisdiction:
Address:
12951 UNIVERSITY AVENUE
CLIVE
IA
Jurisdiction Company ID:
Jurisdiction Registration Date:

BILBREY INSURANCE SERVICES, INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
002BILBREY INSURANCE SERVICES, INC. CASH BALANCE PENSION PLAN2012-01-01 2010-01-01
001BILBREY INSURANCE SERVICES, INC. 401(K) AND PROFIT SHARING PLAN2013-01-01 2010-01-01
501BISI EMPLOYEE FLEX PLAN2012-01-01 1992-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution Number of participants/employees Average contribution per participant
2022-08-31Employer Contributions $ 20,242
2022-08-31Employee Contributions $ 20,242
2021-09-29Employer Contributions $ 90,000
2021-09-29Employee Contributions $ 90,000
2019-09-18Employer Contributions $ 45,000
2019-09-18Employee Contributions $ 45,000
2019-04-18Employer Contributions $ 22,500
2019-04-18Employee Contributions $ 22,500
2018-09-25Employer Contributions $ 40,000
2018-09-25Employee Contributions $ 40,000
2018-07-16Employer Contributions $ 25,000
2018-07-16Employee Contributions $ 25,000
2018-05-11Employer Contributions $ 25,000
2018-05-11Employee Contributions $ 25,000
2018-01-22Employer Contributions $ 25,000
2018-01-22Employee Contributions $ 25,000
2017-09-15Employer Contributions $ 25,000
2017-09-15Employee Contributions $ 25,000
2017-07-06Employer Contributions $ 25,000
2017-07-06Employee Contributions $ 25,000
2017-04-24Employer Contributions $ 25,000
2017-04-24Employee Contributions $ 25,000
2016-09-30Employer Contributions $ 49,421
2016-09-30Employee Contributions $ 49,421
2016-07-15Employer Contributions $ 24,710
2016-07-15Employee Contributions $ 24,710
2016-04-25Employer Contributions $ 24,710
2016-04-25Employee Contributions $ 24,710
2015-12-18Employer Contributions $ 24,435
2015-12-18Employee Contributions $ 24,435
2015-09-14Employer Contributions $ 48,870
2015-09-14Employee Contributions $ 48,870
2015-05-04Employer Contributions $ 24,435
2015-05-04Employee Contributions $ 24,435
2014-12-09Employer Contributions $ 24,435
2014-12-09Employee Contributions $ 24,435
2014-09-15Employer Contributions $ 24,435
2014-09-15Employee Contributions $ 24,435
2014-06-18Employer Contributions $ 24,435
2014-06-18Employee Contributions $ 24,435
2014-04-16Employer Contributions $ 24,435
2014-04-16Employee Contributions $ 24,435
2014-01-27Employer Contributions $ 35,384
2014-01-27Employee Contributions $ 35,384
2013-12-31Employer Contributions $ 15,589
2013-12-31Employee Contributions $ 15,589
2013-10-02Employer Contributions $ 15,589
2013-10-02Employee Contributions $ 15,589
2013-07-16Employer Contributions $ 15,589
2013-07-16Employee Contributions $ 15,589
2013-04-15Employer Contributions $ 15,589
2013-04-15Employee Contributions $ 15,589
2012-11-01Employer Contributions $ 56,635 1 $ 56,635
2012-11-01Employee Contributions $ 56,635 1 $ 56,635
2012-09-01Employer Contributions $ 41,000 1 $ 41,000
2012-09-01Employee Contributions $ 41,000 1 $ 41,000
2012-07-01Employer Contributions $ 41,000 1 $ 41,000
2012-07-01Employee Contributions $ 41,000 1 $ 41,000
2012-04-01Employer Contributions $ 41,000 1 $ 41,000
2012-04-01Employee Contributions $ 41,000 1 $ 41,000
2012-02-27Employer Contributions $ 20,050 1 $ 20,050
2012-02-27Employee Contributions $ 20,050 1 $ 20,050
2011-10-11Employer Contributions $ 175,000 5 $ 35,000
2011-10-11Employee Contributions $ 175,000 5 $ 35,000
2010-12-31Employer Contributions $ 164,585 5 $ 32,917
2010-12-31Employee Contributions $ 164,585 5 $ 32,917

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