Insurance Office of America, Inc.

Form 5500

INSURANCE OFFICE OF AMERICA, INC.

1855 West State Road 434, Longwood, FL 32750 (407) 788-3000 EIN:59-2472656 Plan Admin:John Nielsen

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameINSURANCE OFFICE OF AMERICA 401(K) PLAN Plan #001 Participants BOY/EOY1,265 / 1,314 Assets BOY/EOY$62,609,913 / $55,403,887	2022	INSURANCE OFFICE OF AMERICA 401(K) PLAN - Plan #001	1,265 / 1,314	$62,609,913 / $55,403,887
2022	Plan NameINSURANCE OFFICE OF AMERICA, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY1,053 / 1,079 Assets BOY/EOY$7,954,548 / $7,836,301	2022	INSURANCE OFFICE OF AMERICA, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	1,053 / 1,079	$7,954,548 / $7,836,301
2021	Plan NameINSURANCE OFFICE OF AMERICA 401(K) PLAN Plan #001 Participants BOY/EOY1,164 / 1,173 Assets BOY/EOY$52,158,314 / $62,609,913	2021	INSURANCE OFFICE OF AMERICA 401(K) PLAN - Plan #001	1,164 / 1,173	$52,158,314 / $62,609,913
2021	Plan NameINSURANCE OFFICE OF AMERICA, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY1,038 / 990 Assets BOY/EOY$7,138,570 / $7,954,548	2021	INSURANCE OFFICE OF AMERICA, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	1,038 / 990	$7,138,570 / $7,954,548
2020	Plan NameINSURANCE OFFICE OF AMERICA 401(K) PLAN Plan #001 Participants BOY/EOY1,169 / 1,124 Assets BOY/EOY$42,546,883 / $52,158,314	2020	INSURANCE OFFICE OF AMERICA 401(K) PLAN - Plan #001	1,169 / 1,124	$42,546,883 / $52,158,314
2020	Plan NameINSURANCE OFFICE OF AMERICA, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY1,207 / 1,014 Assets BOY/EOY$5,686,282 / $7,138,570	2020	INSURANCE OFFICE OF AMERICA, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	1,207 / 1,014	$5,686,282 / $7,138,570
2019	Plan NameINSURANCE OFFICE OF AMERICA 401K PLAN Plan #001 Participants BOY/EOY1,011 / 1,108 Assets BOY/EOY$33,022,259 / $42,546,883	2019	INSURANCE OFFICE OF AMERICA 401K PLAN - Plan #001	1,011 / 1,108	$33,022,259 / $42,546,883
2019	Plan NameINSURANCE OFFICE OF AMERICA, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY1,095 / 1,157 Assets BOY/EOY$5,603,767 / $5,686,282	2019	INSURANCE OFFICE OF AMERICA, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	1,095 / 1,157	$5,603,767 / $5,686,282