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THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN 401k Plan overview

Plan NameTHE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN
Plan identification number 003

THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY
Employer identification number (EIN):230959220
NAIC Classification:524150

Additional information about PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 572520

More information about PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JOHN MARAZZO
0032016-01-01JOHN MARAZZO
0032015-01-01DON W. BLACKWELL

Plan Statistics for THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN

401k plan membership statisitcs for THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN

Measure Date Value
2022: THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-3155,099,842
Acturial value of plan assets2022-12-3152,332,805
Funding target for retired participants and beneficiaries receiving payment2022-12-3127,350,521
Number of terminated vested participants2022-12-3175
Fundng target for terminated vested participants2022-12-314,878,328
Active participant vested funding target2022-12-315,156,344
Number of active participants2022-12-3143
Total funding liabilities for active participants2022-12-315,156,344
Total participant count2022-12-31301
Total funding target for all participants2022-12-3137,385,193
Balance at beginning of prior year after applicable adjustments2022-12-31403,603
Prefunding balance at beginning of prior year after applicable adjustments2022-12-312,937,343
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-31403,603
Amount remaining of prefunding balance2022-12-312,937,343
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-31446,789
Balance of prefunding at beginning of current year2022-12-313,251,639
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3186,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01301
Total number of active participants reported on line 7a of the Form 55002022-01-0142
Number of retired or separated participants receiving benefits2022-01-01157
Number of other retired or separated participants entitled to future benefits2022-01-0163
Total of all active and inactive participants2022-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0127
Total participants2022-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-3152,330,166
Acturial value of plan assets2021-12-3148,062,770
Funding target for retired participants and beneficiaries receiving payment2021-12-3127,425,377
Number of terminated vested participants2021-12-3175
Fundng target for terminated vested participants2021-12-314,340,730
Active participant vested funding target2021-12-315,565,976
Number of active participants2021-12-3150
Total funding liabilities for active participants2021-12-315,565,976
Total participant count2021-12-31307
Total funding target for all participants2021-12-3137,332,083
Balance at beginning of prior year after applicable adjustments2021-12-31355,378
Prefunding balance at beginning of prior year after applicable adjustments2021-12-312,586,372
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-31355,378
Amount remaining of prefunding balance2021-12-312,586,372
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-31403,603
Balance of prefunding at beginning of current year2021-12-312,937,343
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3176,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01304
Total number of active participants reported on line 7a of the Form 55002021-01-0143
Number of retired or separated participants receiving benefits2021-01-01158
Number of other retired or separated participants entitled to future benefits2021-01-0170
Total of all active and inactive participants2021-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0130
Total participants2021-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-3148,861,584
Acturial value of plan assets2020-12-3147,005,567
Funding target for retired participants and beneficiaries receiving payment2020-12-3127,722,148
Number of terminated vested participants2020-12-3180
Fundng target for terminated vested participants2020-12-315,329,686
Active participant vested funding target2020-12-315,898,474
Number of active participants2020-12-3152
Total funding liabilities for active participants2020-12-315,898,474
Total participant count2020-12-31314
Total funding target for all participants2020-12-3138,950,308
Balance at beginning of prior year after applicable adjustments2020-12-31297,711
Prefunding balance at beginning of prior year after applicable adjustments2020-12-312,166,685
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31297,711
Amount remaining of prefunding balance2020-12-312,166,685
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-31355,378
Balance of prefunding at beginning of current year2020-12-312,586,372
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3175,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01313
Total number of active participants reported on line 7a of the Form 55002020-01-0150
Number of retired or separated participants receiving benefits2020-01-01154
Number of other retired or separated participants entitled to future benefits2020-01-0170
Total of all active and inactive participants2020-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0130
Total participants2020-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-3143,246,646
Acturial value of plan assets2019-12-3145,524,869
Funding target for retired participants and beneficiaries receiving payment2019-12-3126,821,228
Number of terminated vested participants2019-12-3181
Fundng target for terminated vested participants2019-12-315,183,052
Active participant vested funding target2019-12-316,548,410
Number of active participants2019-12-3159
Total funding liabilities for active participants2019-12-316,561,245
Total participant count2019-12-31316
Total funding target for all participants2019-12-3138,565,525
Balance at beginning of prior year after applicable adjustments2019-12-31314,439
Prefunding balance at beginning of prior year after applicable adjustments2019-12-312,288,429
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31314,439
Amount remaining of prefunding balance2019-12-312,288,429
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31297,711
Balance of prefunding at beginning of current year2019-12-312,166,685
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3169,000
Net shortfall amortization installment of oustanding balance2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01315
Total number of active participants reported on line 7a of the Form 55002019-01-0152
Number of retired or separated participants receiving benefits2019-01-01155
Number of other retired or separated participants entitled to future benefits2019-01-0175
Total of all active and inactive participants2019-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0131
Total participants2019-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-3150,093,105
Acturial value of plan assets2018-12-3147,276,154
Funding target for retired participants and beneficiaries receiving payment2018-12-3125,157,480
Number of terminated vested participants2018-12-3193
Fundng target for terminated vested participants2018-12-317,282,697
Active participant vested funding target2018-12-317,524,222
Number of active participants2018-12-3165
Total funding liabilities for active participants2018-12-317,538,992
Total participant count2018-12-31328
Total funding target for all participants2018-12-3139,979,169
Balance at beginning of prior year after applicable adjustments2018-12-31272,147
Prefunding balance at beginning of prior year after applicable adjustments2018-12-311,980,638
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31272,147
Amount remaining of prefunding balance2018-12-311,980,638
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31314,439
Balance of prefunding at beginning of current year2018-12-312,288,429
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3178,000
Net shortfall amortization installment of oustanding balance2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01326
Total number of active participants reported on line 7a of the Form 55002018-01-0159
Number of retired or separated participants receiving benefits2018-01-01150
Number of other retired or separated participants entitled to future benefits2018-01-0176
Total of all active and inactive participants2018-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0130
Total participants2018-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-3152,260,625
Acturial value of plan assets2017-12-3153,683,826
Funding target for retired participants and beneficiaries receiving payment2017-12-3123,069,177
Number of terminated vested participants2017-12-31146
Fundng target for terminated vested participants2017-12-3110,966,954
Active participant vested funding target2017-12-319,565,972
Number of active participants2017-12-3179
Total funding liabilities for active participants2017-12-319,606,148
Total participant count2017-12-31396
Total funding target for all participants2017-12-3143,642,279
Balance at beginning of prior year after applicable adjustments2017-12-31255,849
Prefunding balance at beginning of prior year after applicable adjustments2017-12-311,862,027
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31255,849
Amount remaining of prefunding balance2017-12-311,862,027
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-31272,147
Balance of prefunding at beginning of current year2017-12-311,980,638
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3162,000
Net shortfall amortization installment of oustanding balance2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01394
Total number of active participants reported on line 7a of the Form 55002017-01-0165
Number of retired or separated participants receiving benefits2017-01-01144
Number of other retired or separated participants entitled to future benefits2017-01-0187
Total of all active and inactive participants2017-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0130
Total participants2017-01-01326
2016: THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-3153,708,144
Acturial value of plan assets2016-12-3156,427,197
Funding target for retired participants and beneficiaries receiving payment2016-12-3121,456,393
Number of terminated vested participants2016-12-31228
Fundng target for terminated vested participants2016-12-3111,583,727
Active participant vested funding target2016-12-3110,473,300
Number of active participants2016-12-3192
Total funding liabilities for active participants2016-12-3110,473,300
Total participant count2016-12-31478
Total funding target for all participants2016-12-3143,513,420
Balance at beginning of prior year after applicable adjustments2016-12-31257,566
Prefunding balance at beginning of prior year after applicable adjustments2016-12-311,874,524
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31257,566
Amount remaining of prefunding balance2016-12-311,874,524
Present value of excess contributions2016-12-314,326,058
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-314,597,734
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-31255,849
Balance of prefunding at beginning of current year2016-12-311,862,027
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3150,000
Net shortfall amortization installment of oustanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01476
Total number of active participants reported on line 7a of the Form 55002016-01-0179
Number of retired or separated participants receiving benefits2016-01-01161
Number of other retired or separated participants entitled to future benefits2016-01-01142
Total of all active and inactive participants2016-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0112
Total participants2016-01-01394
2015: THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01197
Total number of active participants reported on line 7a of the Form 55002015-01-0192
Number of retired or separated participants receiving benefits2015-01-01154
Number of other retired or separated participants entitled to future benefits2015-01-01226
Total of all active and inactive participants2015-01-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN

Measure Date Value
2022 : THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$15,494
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$19,110
Total income from all sources (including contributions)2022-12-31$-11,134,936
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,739,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,673,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$41,240,484
Value of total assets at beginning of year2022-12-31$55,118,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$66,732
Total interest from all sources2022-12-31$0
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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$15,494
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$19,110
Administrative expenses (other) incurred2022-12-31$9,983
Total non interest bearing cash at end of year2022-12-31$129,894
Total non interest bearing cash at beginning of year2022-12-31$130,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,874,852
Value of net assets at end of year (total assets less liabilities)2022-12-31$41,224,990
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$55,099,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$53,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$27,768,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$38,408,517
Value of interest in pooled separate accounts at end of year2022-12-31$13,342,520
Value of interest in pooled separate accounts at beginning of year2022-12-31$16,579,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,134,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,673,184
Contract administrator fees2022-12-31$2,753
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EISNERAMPER LLP
Accountancy firm EIN2022-12-31871363769
2021 : THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$19,110
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$20,600
Total income from all sources (including contributions)2021-12-31$5,457,104
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,687,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,601,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$55,118,952
Value of total assets at beginning of year2021-12-31$52,350,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$86,317
Total interest from all sources2021-12-31$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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$19,110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$20,600
Administrative expenses (other) incurred2021-12-31$11,452
Total non interest bearing cash at end of year2021-12-31$130,862
Total non interest bearing cash at beginning of year2021-12-31$127,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,769,675
Value of net assets at end of year (total assets less liabilities)2021-12-31$55,099,842
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$52,330,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$72,112
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$38,408,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$34,483,926
Value of interest in pooled separate accounts at end of year2021-12-31$16,579,573
Value of interest in pooled separate accounts at beginning of year2021-12-31$17,738,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,457,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,601,112
Contract administrator fees2021-12-31$2,753
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EISNERAMPER LLP
Accountancy firm EIN2021-12-31871363769
2020 : THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$20,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$18,996
Total income from all sources (including contributions)2020-12-31$6,431,813
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,963,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,887,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$52,350,767
Value of total assets at beginning of year2020-12-31$48,880,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$75,605
Total interest from all sources2020-12-31$0
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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$20,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$18,996
Other income not declared elsewhere2020-12-31$807,565
Administrative expenses (other) incurred2020-12-31$9,798
Total non interest bearing cash at end of year2020-12-31$127,889
Total non interest bearing cash at beginning of year2020-12-31$120,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,468,583
Value of net assets at end of year (total assets less liabilities)2020-12-31$52,330,167
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$48,861,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$63,054
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$34,483,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$31,349,781
Value of interest in pooled separate accounts at end of year2020-12-31$17,738,952
Value of interest in pooled separate accounts at beginning of year2020-12-31$17,410,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,276,831
Net investment gain/loss from pooled separate accounts2020-12-31$1,347,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,887,625
Contract administrator fees2020-12-31$2,753
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31EISNERAMPER LLP
Accountancy firm EIN2020-12-31131639826
2019 : THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,996
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,996
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,237
Total income from all sources (including contributions)2019-12-31$8,132,750
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,517,812
Total of all expenses incurred2019-12-31$2,517,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,443,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,443,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$48,880,580
Value of total assets at beginning of year2019-12-31$43,261,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$74,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$74,618
Total interest from all sources2019-12-31$0
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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,500,000
Value of fidelity bond cover2019-12-31$3,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$18,996
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$18,996
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$15,237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$15,237
Administrative expenses (other) incurred2019-12-31$9,854
Administrative expenses (other) incurred2019-12-31$9,854
Total non interest bearing cash at end of year2019-12-31$120,001
Total non interest bearing cash at end of year2019-12-31$120,001
Total non interest bearing cash at beginning of year2019-12-31$106,920
Total non interest bearing cash at beginning of year2019-12-31$106,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,614,938
Value of net income/loss2019-12-31$5,614,938
Value of net assets at end of year (total assets less liabilities)2019-12-31$48,861,584
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,246,646
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,246,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$62,011
Investment advisory and management fees2019-12-31$62,011
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$31,349,781
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$31,349,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,792,659
Value of interest in pooled separate accounts at end of year2019-12-31$17,410,798
Value of interest in pooled separate accounts at end of year2019-12-31$17,410,798
Value of interest in pooled separate accounts at beginning of year2019-12-31$19,362,304
Value of interest in pooled separate accounts at beginning of year2019-12-31$19,362,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,547,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,547,322
Net investment gain/loss from pooled separate accounts2019-12-31$1,585,428
Net investment gain/loss from pooled separate accounts2019-12-31$1,585,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,443,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,443,194
Contract administrator fees2019-12-31$2,753
Contract administrator fees2019-12-31$2,753
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EISNERAMPER LLP
Accountancy firm name2019-12-31EISNERAMPER LLP
Accountancy firm EIN2019-12-31131639826
Accountancy firm EIN2019-12-31131639826
2018 : THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$15,237
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$17,684
Total income from all sources (including contributions)2018-12-31$-2,548,794
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,297,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,228,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$43,261,883
Value of total assets at beginning of year2018-12-31$50,110,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$69,586
Total interest from all sources2018-12-31$0
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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$15,237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$17,684
Administrative expenses (other) incurred2018-12-31$9,701
Total non interest bearing cash at end of year2018-12-31$106,920
Total non interest bearing cash at beginning of year2018-12-31$611,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,846,459
Value of net assets at end of year (total assets less liabilities)2018-12-31$43,246,646
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$50,093,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$57,132
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,792,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$28,827,225
Value of interest in pooled separate accounts at end of year2018-12-31$19,362,304
Value of interest in pooled separate accounts at beginning of year2018-12-31$20,672,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,306,372
Net investment gain/loss from pooled separate accounts2018-12-31$-242,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,228,079
Contract administrator fees2018-12-31$2,753
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EISNERAMPER LLP
Accountancy firm EIN2018-12-31131639826
2017 : THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$17,684
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$18,024
Total income from all sources (including contributions)2017-12-31$7,380,422
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,547,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,468,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$50,110,789
Value of total assets at beginning of year2017-12-31$52,278,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$78,997
Total interest from all sources2017-12-31$0
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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$17,684
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$18,024
Administrative expenses (other) incurred2017-12-31$10,398
Total non interest bearing cash at end of year2017-12-31$611,522
Total non interest bearing cash at beginning of year2017-12-31$83,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-2,167,520
Value of net assets at end of year (total assets less liabilities)2017-12-31$50,093,105
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$52,260,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$66,278
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$28,827,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$31,173,350
Value of interest in pooled separate accounts at end of year2017-12-31$20,672,042
Value of interest in pooled separate accounts at beginning of year2017-12-31$21,022,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,672,548
Net investment gain/loss from pooled separate accounts2017-12-31$707,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,468,945
Contract administrator fees2017-12-31$2,321
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EISNERAMPER LLP
Accountancy firm EIN2017-12-31131639826
2016 : THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$18,024
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,993
Total income from all sources (including contributions)2016-12-31$3,068,945
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,718,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,646,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$52,278,649
Value of total assets at beginning of year2016-12-31$53,926,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$72,413
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$18,024
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$15,993
Administrative expenses (other) incurred2016-12-31$9,931
Total non interest bearing cash at end of year2016-12-31$83,190
Total non interest bearing cash at beginning of year2016-12-31$194,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,649,784
Value of net assets at end of year (total assets less liabilities)2016-12-31$52,260,625
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$53,910,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$59,308
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$31,173,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$27,376,271
Value of interest in pooled separate accounts at end of year2016-12-31$21,022,109
Value of interest in pooled separate accounts at beginning of year2016-12-31$21,555,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,687,490
Net investment gain/loss from pooled separate accounts2016-12-31$381,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$4,800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,646,316
Contract administrator fees2016-12-31$3,174
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EISNERAMPER LLP
Accountancy firm EIN2016-12-31131639826
2015 : THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$33,084,383
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15,993
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$19,948
Total income from all sources (including contributions)2015-12-31$3,431,654
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,172,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,099,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,800,000
Value of total assets at end of year2015-12-31$53,926,402
Value of total assets at beginning of year2015-12-31$19,586,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$73,304
Total interest from all sources2015-12-31$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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$9,494
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$15,993
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$19,948
Administrative expenses (other) incurred2015-12-31$9,828
Total non interest bearing cash at end of year2015-12-31$194,764
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,259,009
Value of net assets at end of year (total assets less liabilities)2015-12-31$53,910,409
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,567,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$58,171
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$27,376,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,577,471
Value of interest in pooled separate accounts at end of year2015-12-31$21,555,367
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,320,346
Net investment gain/loss from pooled separate accounts2015-12-31$-48,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,800,000
Employer contributions (assets) at end of year2015-12-31$4,800,000
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,099,341
Contract administrator fees2015-12-31$5,305
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EISNERAMPER LLP
Accountancy firm EIN2015-12-31131639826

Form 5500 Responses for THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN

2022: THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number530267
Policy instance 1
Insurance contract or identification number530267
Number of Individuals Covered217
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number530267
Policy instance 1
Insurance contract or identification number530267
Number of Individuals Covered217
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number530267
Policy instance 1
Insurance contract or identification number530267
Number of Individuals Covered217
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number530267
Policy instance 1
Insurance contract or identification number530267
Number of Individuals Covered217
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number530267
Policy instance 1
Insurance contract or identification number530267
Number of Individuals Covered217
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number530267
Policy instance 1
Insurance contract or identification number530267
Number of Individuals Covered217
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number435704
Policy instance 1
Insurance contract or identification number435704
Number of Individuals Covered287
Insurance policy start date2015-05-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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