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Plan Name | FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA |
Employer identification number (EIN): | 200487810 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2004-06-28 |
Company Identification Number: | 0800361515 |
Legal Registered Office Address: |
8700 W BRYN MAWR AVE STE 1200S CHICAGO United States of America (USA) 60631 |
More information about PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | MARK WACHHOLZ | |||
002 | 2016-01-01 | MARK WACHHOLZ | |||
002 | 2015-01-01 | MARK WACHHOLZ | |||
002 | 2014-01-01 | MARK WACHHOLZ | |||
002 | 2013-01-01 | DEBORAH WENSEL | ELYSA ROBIN | 2014-10-13 | |
002 | 2012-01-01 | DEBORAH WENSEL | ELYSA ROBIN | 2013-10-14 | |
002 | 2011-01-01 | DEBORAH WENSEL | ELYSA ROBIN | 2012-10-09 | |
002 | 2009-01-01 | GRACE SZPAJER | ELYSA ROBIN | 2010-10-12 |
Measure | Date | Value |
---|---|---|
2022: FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 30,029,270 |
Acturial value of plan assets | 2022-12-31 | 30,029,270 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 13,055,105 |
Number of terminated vested participants | 2022-12-31 | 37 |
Fundng target for terminated vested participants | 2022-12-31 | 2,792,196 |
Active participant vested funding target | 2022-12-31 | 6,317,288 |
Number of active participants | 2022-12-31 | 36 |
Total funding liabilities for active participants | 2022-12-31 | 6,492,673 |
Total participant count | 2022-12-31 | 153 |
Total funding target for all participants | 2022-12-31 | 22,339,974 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 3,888,373 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 3,888,373 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 4,129,841 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 261,209 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 153 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 33 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 67 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 39 |
Total of all active and inactive participants | 2022-01-01 | 139 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 7 |
Total participants | 2022-01-01 | 146 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 30,546,968 |
Acturial value of plan assets | 2021-12-31 | 30,546,968 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 13,170,403 |
Number of terminated vested participants | 2021-12-31 | 42 |
Fundng target for terminated vested participants | 2021-12-31 | 3,103,456 |
Active participant vested funding target | 2021-12-31 | 6,583,847 |
Number of active participants | 2021-12-31 | 39 |
Total funding liabilities for active participants | 2021-12-31 | 6,788,112 |
Total participant count | 2021-12-31 | 158 |
Total funding target for all participants | 2021-12-31 | 23,061,971 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 3,463,104 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 3,463,104 |
Present value of excess contributions | 2021-12-31 | 913,029 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 964,433 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 3,888,373 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 285,523 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 158 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 70 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 37 |
Total of all active and inactive participants | 2021-01-01 | 143 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 10 |
Total participants | 2021-01-01 | 153 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 28,479,304 |
Acturial value of plan assets | 2020-12-31 | 28,479,304 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 13,272,556 |
Number of terminated vested participants | 2020-12-31 | 44 |
Fundng target for terminated vested participants | 2020-12-31 | 4,146,666 |
Active participant vested funding target | 2020-12-31 | 6,992,769 |
Number of active participants | 2020-12-31 | 41 |
Total funding liabilities for active participants | 2020-12-31 | 7,218,888 |
Total participant count | 2020-12-31 | 164 |
Total funding target for all participants | 2020-12-31 | 24,638,110 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 3,130,924 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 310,627 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 2,820,297 |
Present value of excess contributions | 2020-12-31 | 35,165 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 42,648 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 42,648 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 3,463,104 |
Total employer contributions | 2020-12-31 | 1,000,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 913,029 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 310,426 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 913,029 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 164 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 70 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 42 |
Total of all active and inactive participants | 2020-01-01 | 151 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 7 |
Total participants | 2020-01-01 | 158 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 24,391,057 |
Acturial value of plan assets | 2019-12-31 | 24,391,057 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 14,575,349 |
Number of terminated vested participants | 2019-12-31 | 43 |
Fundng target for terminated vested participants | 2019-12-31 | 3,479,550 |
Active participant vested funding target | 2019-12-31 | 7,524,390 |
Number of active participants | 2019-12-31 | 43 |
Total funding liabilities for active participants | 2019-12-31 | 7,782,916 |
Total participant count | 2019-12-31 | 165 |
Total funding target for all participants | 2019-12-31 | 25,837,815 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 2,672,485 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 279,286 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 2,393,199 |
Present value of excess contributions | 2019-12-31 | 870,012 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 885,864 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 885,864 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 3,130,924 |
Total employer contributions | 2019-12-31 | 1,000,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 913,537 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 276,546 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 4,577,682 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 1,188,999 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 310,627 |
Additional cash requirement | 2019-12-31 | 878,372 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 913,537 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 165 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 41 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 72 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 44 |
Total of all active and inactive participants | 2019-01-01 | 157 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 7 |
Total participants | 2019-01-01 | 164 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 27,388,593 |
Acturial value of plan assets | 2018-12-31 | 27,388,593 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 12,787,739 |
Number of terminated vested participants | 2018-12-31 | 49 |
Fundng target for terminated vested participants | 2018-12-31 | 4,494,946 |
Active participant vested funding target | 2018-12-31 | 8,151,654 |
Number of active participants | 2018-12-31 | 47 |
Total funding liabilities for active participants | 2018-12-31 | 8,448,908 |
Total participant count | 2018-12-31 | 173 |
Total funding target for all participants | 2018-12-31 | 25,731,593 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 2,229,930 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 728,194 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 1,501,736 |
Present value of excess contributions | 2018-12-31 | 799,325 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 923,413 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 923,413 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 2,672,485 |
Total employer contributions | 2018-12-31 | 1,000,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 912,407 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 321,681 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 1,015,485 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 321,681 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 279,286 |
Additional cash requirement | 2018-12-31 | 42,395 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 912,407 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 173 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 43 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 74 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 43 |
Total of all active and inactive participants | 2018-01-01 | 160 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 5 |
Total participants | 2018-01-01 | 165 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 24,798,569 |
Acturial value of plan assets | 2017-12-31 | 24,798,569 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 12,023,358 |
Number of terminated vested participants | 2017-12-31 | 49 |
Fundng target for terminated vested participants | 2017-12-31 | 3,743,247 |
Active participant vested funding target | 2017-12-31 | 9,219,166 |
Number of active participants | 2017-12-31 | 54 |
Total funding liabilities for active participants | 2017-12-31 | 9,512,399 |
Total participant count | 2017-12-31 | 180 |
Total funding target for all participants | 2017-12-31 | 25,279,004 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 1,810,832 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 2,683,527 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 1,810,832 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 834,427 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 1,849,100 |
Present value of excess contributions | 2017-12-31 | 209,741 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 227,170 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 227,170 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 2,229,930 |
Total employer contributions | 2017-12-31 | 1,000,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 911,061 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 349,409 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 2,710,365 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 839,930 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 728,194 |
Additional cash requirement | 2017-12-31 | 111,736 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 911,061 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 180 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 47 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 72 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 49 |
Total of all active and inactive participants | 2017-01-01 | 168 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 5 |
Total participants | 2017-01-01 | 173 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 25,263,946 |
Acturial value of plan assets | 2016-12-31 | 25,263,946 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 11,766,062 |
Number of terminated vested participants | 2016-12-31 | 50 |
Fundng target for terminated vested participants | 2016-12-31 | 4,009,302 |
Active participant vested funding target | 2016-12-31 | 9,821,298 |
Number of active participants | 2016-12-31 | 60 |
Total funding liabilities for active participants | 2016-12-31 | 10,164,933 |
Total participant count | 2016-12-31 | 188 |
Total funding target for all participants | 2016-12-31 | 25,940,297 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 4,233,239 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,960,329 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 2,378,068 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 1,855,171 |
Amount remaining of prefunding balance | 2016-12-31 | 1,960,329 |
Present value of excess contributions | 2016-12-31 | 788,905 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 770,050 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 770,050 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 1,810,832 |
Balance of prefunding at beginning of current year | 2016-12-31 | 2,683,527 |
Total employer contributions | 2016-12-31 | 1,000,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 910,230 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 376,186 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 5,170,710 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 3,345,748 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 1,810,832 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 834,427 |
Additional cash requirement | 2016-12-31 | 700,489 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 910,230 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 188 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 54 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 72 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 49 |
Total of all active and inactive participants | 2016-01-01 | 175 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 5 |
Total participants | 2016-01-01 | 180 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 240 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 60 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 75 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 50 |
Total of all active and inactive participants | 2015-01-01 | 185 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 3 |
Total participants | 2015-01-01 | 188 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 255 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 66 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 73 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 97 |
Total of all active and inactive participants | 2014-01-01 | 236 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 4 |
Total participants | 2014-01-01 | 240 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 266 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 68 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 112 |
Total of all active and inactive participants | 2013-01-01 | 252 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 3 |
Total participants | 2013-01-01 | 255 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 277 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 80 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 69 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 114 |
Total of all active and inactive participants | 2012-01-01 | 263 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 3 |
Total participants | 2012-01-01 | 266 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 285 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 90 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 69 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 116 |
Total of all active and inactive participants | 2011-01-01 | 275 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 277 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 323 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 105 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 70 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 121 |
Total of all active and inactive participants | 2009-01-01 | 296 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 296 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $44,500 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-5,962,260 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,150,914 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,922,805 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $21,960,596 |
Value of total assets at beginning of year | 2022-12-31 | $30,029,270 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $228,109 |
Total interest from all sources | 2022-12-31 | $5,578 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $44,500 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $114,762 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $111,264 |
Administrative expenses (other) incurred | 2022-12-31 | $13,464 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $44,500 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-8,113,174 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $21,916,096 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $30,029,270 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $170,145 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $21,630,599 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $29,021,784 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $215,235 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $896,222 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $896,222 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $5,578 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-5,967,838 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,922,805 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | SIKICH, LLP |
Accountancy firm EIN | 2022-12-31 | 363168081 |
2021 : FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $45,490 |
Total income from all sources (including contributions) | 2021-12-31 | $1,794,133 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,301,909 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,057,500 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $30,029,270 |
Value of total assets at beginning of year | 2021-12-31 | $30,582,536 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $244,409 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $86,025 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $111,264 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $45,490 |
Administrative expenses (other) incurred | 2021-12-31 | $13,588 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-507,776 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $30,029,270 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $30,537,046 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $144,796 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $29,021,784 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $28,313,323 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $896,222 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,269,213 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,269,213 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $1,794,133 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,057,500 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SIKICH, LLP |
Accountancy firm EIN | 2021-12-31 | 363168081 |
2020 : FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $45,490 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $140,585 |
Total income from all sources (including contributions) | 2020-12-31 | $4,262,700 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,101,049 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,963,625 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,000,000 |
Value of total assets at end of year | 2020-12-31 | $30,582,536 |
Value of total assets at beginning of year | 2020-12-31 | $28,515,980 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $137,424 |
Total interest from all sources | 2020-12-31 | $236,914 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $-57,465 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $45,490 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $140,585 |
Administrative expenses (other) incurred | 2020-12-31 | $15,682 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $363 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,161,651 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $30,537,046 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $28,375,395 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $179,207 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $28,313,323 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $27,241,188 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,269,213 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $274,429 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $274,429 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $236,914 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $3,025,786 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,000,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,000,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,963,625 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | SIKICH, LLP |
Accountancy firm EIN | 2020-12-31 | 363168081 |
2019 : FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $140,585 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $140,585 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $37,102 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $37,102 |
Total income from all sources (including contributions) | 2019-12-31 | $5,856,790 |
Total income from all sources (including contributions) | 2019-12-31 | $5,856,790 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,871,758 |
Total of all expenses incurred | 2019-12-31 | $1,871,758 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,429,748 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,429,748 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,000,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,000,000 |
Value of total assets at end of year | 2019-12-31 | $28,515,980 |
Value of total assets at end of year | 2019-12-31 | $28,515,980 |
Value of total assets at beginning of year | 2019-12-31 | $24,427,465 |
Value of total assets at beginning of year | 2019-12-31 | $24,427,465 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $442,010 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $442,010 |
Total interest from all sources | 2019-12-31 | $14,823 |
Total interest from all sources | 2019-12-31 | $14,823 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $339,545 |
Administrative expenses professional fees incurred | 2019-12-31 | $339,545 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $140,585 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $140,585 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $37,102 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $37,102 |
Administrative expenses (other) incurred | 2019-12-31 | $102,465 |
Administrative expenses (other) incurred | 2019-12-31 | $102,465 |
Total non interest bearing cash at end of year | 2019-12-31 | $363 |
Total non interest bearing cash at end of year | 2019-12-31 | $363 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $1,765 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $1,765 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,985,032 |
Value of net income/loss | 2019-12-31 | $3,985,032 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $28,375,395 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $28,375,395 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $24,390,363 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $24,390,363 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $27,241,188 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $27,241,188 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $22,490,895 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $22,490,895 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $274,429 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $274,429 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $934,805 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $934,805 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $934,805 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $934,805 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $14,823 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $14,823 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $4,841,967 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $4,841,967 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,000,000 |
Contributions received in cash from employer | 2019-12-31 | $1,000,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,000,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,000,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,429,748 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,429,748 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SIKICH, LLP |
Accountancy firm EIN | 2019-12-31 | 363168081 |
Accountancy firm EIN | 2019-12-31 | 363168081 |
2018 : FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $37,102 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $42,373 |
Total income from all sources (including contributions) | 2018-12-31 | $-560,864 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,430,727 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,153,726 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,000,000 |
Value of total assets at end of year | 2018-12-31 | $24,427,465 |
Value of total assets at beginning of year | 2018-12-31 | $27,424,327 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $277,001 |
Total interest from all sources | 2018-12-31 | $9,573 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $51,835 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $37,102 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $42,373 |
Administrative expenses (other) incurred | 2018-12-31 | $97,957 |
Total non interest bearing cash at end of year | 2018-12-31 | $1,765 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $34 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-2,991,591 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $24,390,363 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $27,381,954 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $127,209 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $10,558,151 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $22,490,895 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $15,745,207 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $934,805 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $120,935 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $120,935 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $9,573 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-1,570,437 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,000,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,000,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,153,726 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SIKICH, LLP |
Accountancy firm EIN | 2018-12-31 | 363168081 |
2017 : FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $42,373 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $4,799,345 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,250,752 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,937,612 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,000,053 |
Value of total assets at end of year | 2017-12-31 | $27,424,327 |
Value of total assets at beginning of year | 2017-12-31 | $24,833,361 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $313,140 |
Total interest from all sources | 2017-12-31 | $1,140 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $45,490 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $42,373 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $151,485 |
Total non interest bearing cash at end of year | 2017-12-31 | $34 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $221 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,548,593 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $27,381,954 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $24,833,361 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $116,165 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $10,558,151 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $9,080,766 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $15,745,207 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $14,319,782 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $120,935 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $432,592 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $432,592 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $1,140 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,578,122 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $2,220,030 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,000,053 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,000,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,937,612 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | SIKICH, LLP |
Accountancy firm EIN | 2017-12-31 | 363168081 |
2016 : FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $2,937,122 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $3,395,990 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,023,395 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,000,000 |
Value of total assets at end of year | 2016-12-31 | $24,833,361 |
Value of total assets at beginning of year | 2016-12-31 | $25,292,229 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $372,595 |
Total interest from all sources | 2016-12-31 | $3,100 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $20,904 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $20,904 |
Administrative expenses professional fees incurred | 2016-12-31 | $91,470 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Administrative expenses (other) incurred | 2016-12-31 | $106,032 |
Total non interest bearing cash at end of year | 2016-12-31 | $221 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $158,711 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-458,868 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $24,833,361 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $25,292,229 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $175,093 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $9,080,766 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $5,370,232 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $14,319,782 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $18,420,939 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $432,592 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $81,347 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $81,347 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $3,100 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $949,616 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $963,502 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,000,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,000,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,261,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,023,395 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | SIKICH, LLP |
Accountancy firm EIN | 2016-12-31 | 363168081 |
2015 : FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $641,144 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $6,020,322 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $5,694,159 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,261,000 |
Value of total assets at end of year | 2015-12-31 | $25,292,229 |
Value of total assets at beginning of year | 2015-12-31 | $30,671,407 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $326,163 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $8,805 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Administrative expenses (other) incurred | 2015-12-31 | $113,940 |
Total non interest bearing cash at end of year | 2015-12-31 | $158,711 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $152,600 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-5,379,178 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $25,292,229 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $30,671,407 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $203,418 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $5,370,232 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,218,194 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $18,420,939 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $21,868,823 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $81,347 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $131,790 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $131,790 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-101,101 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-518,755 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,261,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,261,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $2,300,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $5,694,159 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | SIKICH, LLP |
Accountancy firm EIN | 2015-12-31 | 363168081 |
2014 : FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $5,469,056 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,654,585 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,228,436 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,300,000 |
Value of total assets at end of year | 2014-12-31 | $30,671,407 |
Value of total assets at beginning of year | 2014-12-31 | $27,856,936 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $426,149 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $90,295 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Administrative expenses (other) incurred | 2014-12-31 | $77,917 |
Total non interest bearing cash at end of year | 2014-12-31 | $152,600 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $100,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,814,471 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $30,671,407 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $27,856,936 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $257,937 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,218,194 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $5,946,190 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $21,868,823 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $20,893,497 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $131,790 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $117,249 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $117,249 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $850,102 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $2,318,954 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,300,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $2,300,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $800,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,228,436 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BDO USA LLP |
Accountancy firm EIN | 2014-12-31 | 135381590 |
2013 : FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $35,414 |
Total income from all sources (including contributions) | 2013-12-31 | $1,675,970 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,011,427 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,011,427 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $800,000 |
Value of total assets at end of year | 2013-12-31 | $27,856,936 |
Value of total assets at beginning of year | 2013-12-31 | $28,227,807 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $35,414 |
Total non interest bearing cash at end of year | 2013-12-31 | $100,000 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-335,457 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $27,856,936 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $28,192,393 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $5,946,190 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $20,893,497 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $26,363,397 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $117,249 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $264,410 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $264,410 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $-32,130 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $908,100 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $800,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $800,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $1,600,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,011,427 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BDO USA LLP |
Accountancy firm EIN | 2013-12-31 | 135381590 |
2012 : FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $35,414 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $34,974 |
Total income from all sources (including contributions) | 2012-12-31 | $4,508,379 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,901,274 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,901,274 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,600,000 |
Value of total assets at end of year | 2012-12-31 | $28,227,807 |
Value of total assets at beginning of year | 2012-12-31 | $26,620,262 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $35,414 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $34,974 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,607,105 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $28,192,393 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $26,585,288 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $26,620,262 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $26,363,397 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $264,410 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,600,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,600,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,901,274 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BDO USA LLP |
Accountancy firm EIN | 2012-12-31 | 135381590 |
2011 : FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $34,974 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $34,627 |
Total income from all sources (including contributions) | 2011-12-31 | $2,128,174 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,788,913 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,788,913 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
Value of total assets at end of year | 2011-12-31 | $26,620,262 |
Value of total assets at beginning of year | 2011-12-31 | $26,280,654 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $34,974 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $34,627 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $339,261 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $26,585,288 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $26,246,027 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $26,620,262 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $26,280,654 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,788,913 |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BDO USA LLP |
Accountancy firm EIN | 2011-12-31 | 135381590 |
2010 : FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $34,627 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $36,720 |
Total income from all sources (including contributions) | 2010-12-31 | $2,775,303 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,420,005 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,420,005 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
Value of total assets at end of year | 2010-12-31 | $26,280,654 |
Value of total assets at beginning of year | 2010-12-31 | $25,927,449 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $34,627 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $36,720 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $355,298 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $26,246,027 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $25,890,729 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $26,280,654 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $25,927,449 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,420,005 |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | LEGACY PROFESSIONALS LLP |
Accountancy firm EIN | 2010-12-31 | 320043599 |
2009 : FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: FROZEN PENSION PLAN FOR EMPLOYEES OF PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |