Civic Intelligence
Filing

Drmc Insurance Services 401K Plan

Drmc Insurance Services • EIN 95-3967987 • Plan year 2004

Company ProfileSource Archive
Filing Insights

Participants

Down

35 → 21

-14 • -40.00%

Assets

Up

$961,391 → $1,059,696

$98,305 • 10.23%

Investment Management Fee

-

Admin expenses - • Total expenses $90,886

Filing Details

Context
Net investment result
$104,230
Pension payor EIN
84-0467907

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200710$0$0-
Drmc Insurance Services 401K Plan-0---
200611$524,396$44,008$44,008iApproximate average salary by contribution assumption: employee only about $1,100,200 at 4% or $733,467 at 6%; with 50% employer match about $733,467 at 4% or $488,978 at 6%; with 100% employer match about $550,100 at 4% or $366,733 at 6%.
Drmc Insurance Services 401K Plan-1$524,396$44,008$44,008iApproximate average salary by contribution assumption: employee only about $1,100,200 at 4% or $733,467 at 6%; with 50% employer match about $733,467 at 4% or $488,978 at 6%; with 100% employer match about $550,100 at 4% or $366,733 at 6%.
200511$923,789$53,309$53,309iApproximate average salary by contribution assumption: employee only about $1,332,725 at 4% or $888,483 at 6%; with 50% employer match about $888,483 at 4% or $592,322 at 6%; with 100% employer match about $666,363 at 4% or $444,242 at 6%.
Drmc Insurance Services 401K Plan-1$923,789$53,309$53,309iApproximate average salary by contribution assumption: employee only about $1,332,725 at 4% or $888,483 at 6%; with 50% employer match about $888,483 at 4% or $592,322 at 6%; with 100% employer match about $666,363 at 4% or $444,242 at 6%.
2004121$1,059,696$115,143$5,483iApproximate average salary by contribution assumption: employee only about $137,075 at 4% or $91,383 at 6%; with 50% employer match about $91,383 at 4% or $60,922 at 6%; with 100% employer match about $68,538 at 4% or $45,692 at 6%.
Drmc Insurance Services 401K PlanCurrent21$1,059,696$115,143$5,483iApproximate average salary by contribution assumption: employee only about $137,075 at 4% or $91,383 at 6%; with 50% employer match about $91,383 at 4% or $60,922 at 6%; with 100% employer match about $68,538 at 4% or $45,692 at 6%.
2003121$961,391$107,979$5,142iApproximate average salary by contribution assumption: employee only about $128,546 at 4% or $85,698 at 6%; with 50% employer match about $85,698 at 4% or $57,132 at 6%; with 100% employer match about $64,273 at 4% or $42,849 at 6%.
Drmc Insurance Services 401K Plan-21$961,391$107,979$5,142iApproximate average salary by contribution assumption: employee only about $128,546 at 4% or $85,698 at 6%; with 50% employer match about $85,698 at 4% or $57,132 at 6%; with 100% employer match about $64,273 at 4% or $42,849 at 6%.
2002137$895,119$161,178$4,356iApproximate average salary by contribution assumption: employee only about $108,904 at 4% or $72,603 at 6%; with 50% employer match about $72,603 at 4% or $48,402 at 6%; with 100% employer match about $54,452 at 4% or $36,301 at 6%.
Drmc Insurance Services 401K Plan-37$895,119$161,178$4,356iApproximate average salary by contribution assumption: employee only about $108,904 at 4% or $72,603 at 6%; with 50% employer match about $72,603 at 4% or $48,402 at 6%; with 100% employer match about $54,452 at 4% or $36,301 at 6%.
2001134$844,797$167,944$4,940iApproximate average salary by contribution assumption: employee only about $123,488 at 4% or $82,325 at 6%; with 50% employer match about $82,325 at 4% or $54,884 at 6%; with 100% employer match about $61,744 at 4% or $41,163 at 6%.
Drmc Insurance Services 401K Plan-34$844,797$167,944$4,940iApproximate average salary by contribution assumption: employee only about $123,488 at 4% or $82,325 at 6%; with 50% employer match about $82,325 at 4% or $54,884 at 6%; with 100% employer match about $61,744 at 4% or $41,163 at 6%.
2000170$811,316$180,698$2,581iApproximate average salary by contribution assumption: employee only about $64,535 at 4% or $43,023 at 6%; with 50% employer match about $43,023 at 4% or $28,682 at 6%; with 100% employer match about $32,268 at 4% or $21,512 at 6%.
Drmc Insurance Services 401K Plan-70$811,316$180,698$2,581iApproximate average salary by contribution assumption: employee only about $64,535 at 4% or $43,023 at 6%; with 50% employer match about $43,023 at 4% or $28,682 at 6%; with 100% employer match about $32,268 at 4% or $21,512 at 6%.
1999155$755,012$158,343$2,879iApproximate average salary by contribution assumption: employee only about $71,974 at 4% or $47,983 at 6%; with 50% employer match about $47,983 at 4% or $31,988 at 6%; with 100% employer match about $35,987 at 4% or $23,991 at 6%.
Drmc Insurance Services 401K Plan-55$755,012$158,343$2,879iApproximate average salary by contribution assumption: employee only about $71,974 at 4% or $47,983 at 6%; with 50% employer match about $47,983 at 4% or $31,988 at 6%; with 100% employer match about $35,987 at 4% or $23,991 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037347329035
Form Id
65597864
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
4010375347329030002
Ins Broker 01 Name
MARSH INSURANCE & INVESTMENT CORP
Ins Broker 01 Street Addr
PO BOX 26945
Ins Broker 01 City
NEW YORK
Ins Broker 01 State
NY
Ins Broker 01 ZIP Code
100876945
Ins Broker Comm Pd 01 Amount
$1,939
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: GREAT WEST LIFE
Filing Id
84037347329035
Form Id
65597864
Schedule A EIN
95-3967987
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2004-01-01
Schedule A Tax Period
20041231
Ins Carrier Name
GREAT WEST LIFE
Ins Carrier EIN
84-0467907
Ins Carrier Naic Code
68322
Ins Contract Num
931552-01
Ins Prsn Covered End of year Count
31
Ins Policy From Date
2004-01-01
Ins Policy To Date
2004-12-31
Ins Broker Comm Total Amount
$1,939
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$153,916
Pension End of year Sep Account Amount
$788,174
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
4
Pension Oth Unalloc Type Text
GROUP ANNUITY CONTRACT
Pension End Prev Bal Amount
$151,852
Pension Contribution Dep Amount
$18,091
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$2,923
Pension Transfer From Amount
$3,479
Pension Other Amount
$7,283
Pension Other Text
LOAN REPAYMENTS
Pension Total Additions Amount
$31,776
Pension Total Bal Addn Amount
$183,628
Pension Bnfts Dsbrsd Amount
$29,712
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$29,712
Pension End of year Bal Amount
$153,916
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule D

Row 1
Filing Id
84037347329035
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
4010375347329030003
DFE P1 Entity 01 Name
FUTURE FUNDS SERIES ACCOUNT II
DFE P1 Spons 01 Name
GREAT WEST LIFE & ANNUITY
DFE P1 Plan 01 EIN Plan number
840467907001
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$788,174
Row 2
Filing Id
84037347329035
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
4010375347329030003

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$1,059,696$98,305 change

Balance Sheet

Beginning and end of plan year.

Total assets$961,391$1,059,696Increase +$98,305 (10.23%)
Total liabilities$5,925$0Decrease -$5,925 (-100.00%)
Net assets$955,466$1,059,696Increase +$104,230 (10.91%)

Contributions

Employer contributions$41,115
Participant contributions$74,028
Other contributions$0

Income & Expenses

Total income$195,116
Total expenses$90,886
Net income$104,230
Source fields
Schedule I source fields
Filing Id
84037347329035
Schedule I EIN
95-3967987
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2004-01-01
Schedule I Tax Period
20041231
Small plan total assets at beginning of year
$961,391
Small plan total liabilities at beginning of year
$5,925
Small plan net assets at beginning of year
$955,466
Small plan total assets at end of year
$1,059,696
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,059,696
Small plan employer contributions
$41,115
Small plan participant contributions
$74,028
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$79,973
Small plan total income
$195,116
Small plan total benefit distributions
$90,886
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$90,886
Small plan net income or loss
$104,230
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
Yes
Small Mortg Participants End of year Amount
$71,259
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$500,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN84-0467907

Transfers

Distributed property value$0
Schedule R source fields
Payor 84-0467907
Filing Id
84037347329035
Schedule R EIN
95-3967987
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2004-01-01
Schedule R Tax Period
20041231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
84-0467907
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Drmc Insurance Services 401K Plan | Drmc Insurance Services | Plan 001 | 2004 Form 5500 Filing