UNITED OHIO INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNITED OHIO INSURANCE COMPANY PENSION PLAN
| Measure | Date | Value |
|---|
| 2022: UNITED OHIO INSURANCE COMPANY PENSION PLAN 2022 401k membership |
|---|
| Market value of plan assets | 2022-07-31 | 28,435,880 |
| Acturial value of plan assets | 2022-07-31 | 26,204,140 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-07-31 | 10,941,901 |
| Number of terminated vested participants | 2022-07-31 | 70 |
| Fundng target for terminated vested participants | 2022-07-31 | 2,373,580 |
| Active participant vested funding target | 2022-07-31 | 8,659,161 |
| Number of active participants | 2022-07-31 | 73 |
| Total funding liabilities for active participants | 2022-07-31 | 8,659,161 |
| Total participant count | 2022-07-31 | 247 |
| Total funding target for all participants | 2022-07-31 | 21,974,642 |
| Balance at beginning of prior year after applicable adjustments | 2022-07-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-07-31 | 1,805,932 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-07-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-07-31 | 0 |
| Amount remaining of carryover balance | 2022-07-31 | 0 |
| Amount remaining of prefunding balance | 2022-07-31 | 1,805,932 |
| Present value of excess contributions | 2022-07-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-07-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-07-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-07-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-07-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-07-31 | 0 |
| Balance of prefunding at beginning of current year | 2022-07-31 | 2,149,962 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-07-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-07-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-07-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2022-07-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-07-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-07-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-07-31 | 319,045 |
| Net shortfall amortization installment of oustanding balance | 2022-07-31 | 0 |
| Waiver amortization installment | 2022-07-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-07-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2022-07-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2022-07-31 | 0 |
| Additional cash requirement | 2022-07-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-07-31 | 0 |
| Unpaid minimum required contributions for current year | 2022-07-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-07-31 | 0 |
| 2021: UNITED OHIO INSURANCE COMPANY PENSION PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-08-01 | 179 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 67 |
| Number of retired or separated participants receiving benefits | 2021-08-01 | 29 |
| Number of other retired or separated participants entitled to future benefits | 2021-08-01 | 66 |
| Total of all active and inactive participants | 2021-08-01 | 162 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-08-01 | 6 |
| Total participants | 2021-08-01 | 168 |
| Number of participants with account balances | 2021-08-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-08-01 | 0 |
| Market value of plan assets | 2021-07-31 | 24,858,569 |
| Acturial value of plan assets | 2021-07-31 | 24,929,582 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-07-31 | 10,416,913 |
| Number of terminated vested participants | 2021-07-31 | 72 |
| Fundng target for terminated vested participants | 2021-07-31 | 2,114,128 |
| Active participant vested funding target | 2021-07-31 | 9,610,251 |
| Number of active participants | 2021-07-31 | 82 |
| Total funding liabilities for active participants | 2021-07-31 | 9,610,251 |
| Total participant count | 2021-07-31 | 253 |
| Total funding target for all participants | 2021-07-31 | 22,141,292 |
| Balance at beginning of prior year after applicable adjustments | 2021-07-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-07-31 | 1,687,156 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-07-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-07-31 | 0 |
| Amount remaining of carryover balance | 2021-07-31 | 0 |
| Amount remaining of prefunding balance | 2021-07-31 | 1,687,156 |
| Present value of excess contributions | 2021-07-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-07-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-07-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2021-07-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-07-31 | 0 |
| Balance of carryovers at beginning of current year | 2021-07-31 | 0 |
| Balance of prefunding at beginning of current year | 2021-07-31 | 1,805,932 |
| Total employer contributions | 2021-07-31 | 0 |
| Total employee contributions | 2021-07-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-07-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-07-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-07-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2021-07-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-07-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-07-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-07-31 | 505,349 |
| Net shortfall amortization installment of oustanding balance | 2021-07-31 | 0 |
| Waiver amortization installment | 2021-07-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-07-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2021-07-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-07-31 | 0 |
| Additional cash requirement | 2021-07-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-07-31 | 0 |
| Unpaid minimum required contributions for current year | 2021-07-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-07-31 | 0 |
| 2020: UNITED OHIO INSURANCE COMPANY PENSION PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-08-01 | 190 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 72 |
| Number of retired or separated participants receiving benefits | 2020-08-01 | 32 |
| Number of other retired or separated participants entitled to future benefits | 2020-08-01 | 70 |
| Total of all active and inactive participants | 2020-08-01 | 174 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-08-01 | 4 |
| Total participants | 2020-08-01 | 178 |
| Number of participants with account balances | 2020-08-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-08-01 | 0 |
| Market value of plan assets | 2020-07-31 | 24,193,966 |
| Acturial value of plan assets | 2020-07-31 | 24,658,541 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-07-31 | 10,207,626 |
| Number of terminated vested participants | 2020-07-31 | 72 |
| Fundng target for terminated vested participants | 2020-07-31 | 1,982,466 |
| Active participant vested funding target | 2020-07-31 | 8,861,902 |
| Number of active participants | 2020-07-31 | 84 |
| Total funding liabilities for active participants | 2020-07-31 | 8,861,902 |
| Total participant count | 2020-07-31 | 254 |
| Total funding target for all participants | 2020-07-31 | 21,051,994 |
| Balance at beginning of prior year after applicable adjustments | 2020-07-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-07-31 | 1,630,102 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-07-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-07-31 | 0 |
| Amount remaining of carryover balance | 2020-07-31 | 0 |
| Amount remaining of prefunding balance | 2020-07-31 | 1,630,102 |
| Present value of excess contributions | 2020-07-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-07-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-07-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-07-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-07-31 | 0 |
| Balance of carryovers at beginning of current year | 2020-07-31 | 0 |
| Balance of prefunding at beginning of current year | 2020-07-31 | 1,687,156 |
| Total employer contributions | 2020-07-31 | 0 |
| Total employee contributions | 2020-07-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-07-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-07-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-07-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2020-07-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-07-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-07-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-07-31 | 437,794 |
| Net shortfall amortization installment of oustanding balance | 2020-07-31 | 0 |
| Waiver amortization installment | 2020-07-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-07-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2020-07-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2020-07-31 | 0 |
| Additional cash requirement | 2020-07-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-07-31 | 0 |
| Unpaid minimum required contributions for current year | 2020-07-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-07-31 | 0 |
| 2019: UNITED OHIO INSURANCE COMPANY PENSION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-08-01 | 195 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 80 |
| Number of retired or separated participants receiving benefits | 2019-08-01 | 35 |
| Number of other retired or separated participants entitled to future benefits | 2019-08-01 | 71 |
| Total of all active and inactive participants | 2019-08-01 | 186 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-08-01 | 4 |
| Total participants | 2019-08-01 | 190 |
| Number of participants with account balances | 2019-08-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-08-01 | 0 |
| Market value of plan assets | 2019-07-31 | 24,275,365 |
| Acturial value of plan assets | 2019-07-31 | 24,071,068 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-07-31 | 8,793,979 |
| Number of terminated vested participants | 2019-07-31 | 73 |
| Fundng target for terminated vested participants | 2019-07-31 | 1,835,400 |
| Active participant vested funding target | 2019-07-31 | 8,561,041 |
| Number of active participants | 2019-07-31 | 89 |
| Total funding liabilities for active participants | 2019-07-31 | 8,561,041 |
| Total participant count | 2019-07-31 | 254 |
| Total funding target for all participants | 2019-07-31 | 19,190,420 |
| Balance at beginning of prior year after applicable adjustments | 2019-07-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-07-31 | 1,539,866 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-07-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-07-31 | 0 |
| Amount remaining of carryover balance | 2019-07-31 | 0 |
| Amount remaining of prefunding balance | 2019-07-31 | 1,539,866 |
| Present value of excess contributions | 2019-07-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-07-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-07-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2019-07-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-07-31 | 0 |
| Balance of carryovers at beginning of current year | 2019-07-31 | 0 |
| Balance of prefunding at beginning of current year | 2019-07-31 | 1,630,102 |
| Total employer contributions | 2019-07-31 | 0 |
| Total employee contributions | 2019-07-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-07-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-07-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-07-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2019-07-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-07-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-07-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-07-31 | 573,220 |
| Net shortfall amortization installment of oustanding balance | 2019-07-31 | 0 |
| Waiver amortization installment | 2019-07-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-07-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2019-07-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2019-07-31 | 0 |
| Additional cash requirement | 2019-07-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-07-31 | 0 |
| Unpaid minimum required contributions for current year | 2019-07-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-07-31 | 0 |
| 2018: UNITED OHIO INSURANCE COMPANY PENSION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-08-01 | 161 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 84 |
| Number of retired or separated participants receiving benefits | 2018-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-08-01 | 69 |
| Total of all active and inactive participants | 2018-08-01 | 153 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-08-01 | 2 |
| Total participants | 2018-08-01 | 155 |
| Number of participants with account balances | 2018-08-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-08-01 | 0 |
| Market value of plan assets | 2018-07-31 | 23,746,728 |
| Acturial value of plan assets | 2018-07-31 | 23,546,690 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-07-31 | 7,638,955 |
| Number of terminated vested participants | 2018-07-31 | 78 |
| Fundng target for terminated vested participants | 2018-07-31 | 2,387,172 |
| Active participant vested funding target | 2018-07-31 | 7,880,753 |
| Number of active participants | 2018-07-31 | 93 |
| Total funding liabilities for active participants | 2018-07-31 | 7,880,753 |
| Total participant count | 2018-07-31 | 255 |
| Total funding target for all participants | 2018-07-31 | 17,906,880 |
| Balance at beginning of prior year after applicable adjustments | 2018-07-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-07-31 | 1,393,040 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-07-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-07-31 | 0 |
| Amount remaining of carryover balance | 2018-07-31 | 0 |
| Amount remaining of prefunding balance | 2018-07-31 | 1,393,040 |
| Present value of excess contributions | 2018-07-31 | 3,913,339 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-07-31 | 4,152,444 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-07-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2018-07-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-07-31 | 0 |
| Balance of carryovers at beginning of current year | 2018-07-31 | 0 |
| Balance of prefunding at beginning of current year | 2018-07-31 | 1,539,866 |
| Total employer contributions | 2018-07-31 | 0 |
| Total employee contributions | 2018-07-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-07-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-07-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-07-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2018-07-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-07-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-07-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-07-31 | 542,660 |
| Net shortfall amortization installment of oustanding balance | 2018-07-31 | 0 |
| Waiver amortization installment | 2018-07-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-07-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2018-07-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2018-07-31 | 0 |
| Additional cash requirement | 2018-07-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-07-31 | 0 |
| Unpaid minimum required contributions for current year | 2018-07-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-07-31 | 0 |
| 2017: UNITED OHIO INSURANCE COMPANY PENSION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-08-01 | 208 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 89 |
| Number of retired or separated participants receiving benefits | 2017-08-01 | 36 |
| Number of other retired or separated participants entitled to future benefits | 2017-08-01 | 70 |
| Total of all active and inactive participants | 2017-08-01 | 195 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-08-01 | 3 |
| Total participants | 2017-08-01 | 198 |
| Number of participants with account balances | 2017-08-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-08-01 | 0 |
| Market value of plan assets | 2017-07-31 | 18,519,821 |
| Acturial value of plan assets | 2017-07-31 | 19,277,292 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-07-31 | 6,553,116 |
| Number of terminated vested participants | 2017-07-31 | 79 |
| Fundng target for terminated vested participants | 2017-07-31 | 2,389,339 |
| Active participant vested funding target | 2017-07-31 | 7,665,750 |
| Number of active participants | 2017-07-31 | 97 |
| Total funding liabilities for active participants | 2017-07-31 | 7,665,750 |
| Total participant count | 2017-07-31 | 256 |
| Total funding target for all participants | 2017-07-31 | 16,608,205 |
| Balance at beginning of prior year after applicable adjustments | 2017-07-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-07-31 | 1,373,807 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-07-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-07-31 | 0 |
| Amount remaining of carryover balance | 2017-07-31 | 0 |
| Amount remaining of prefunding balance | 2017-07-31 | 1,373,807 |
| Present value of excess contributions | 2017-07-31 | 427,201 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-07-31 | 454,157 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-07-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2017-07-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-07-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-07-31 | 0 |
| Balance of prefunding at beginning of current year | 2017-07-31 | 1,393,040 |
| Total employer contributions | 2017-07-31 | 4,224,000 |
| Total employee contributions | 2017-07-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-07-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-07-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-07-31 | 3,913,339 |
| Unpaid minimum required contributions for all prior years | 2017-07-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-07-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-07-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-07-31 | 615,582 |
| Net shortfall amortization installment of oustanding balance | 2017-07-31 | 0 |
| Waiver amortization installment | 2017-07-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-07-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2017-07-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-07-31 | 0 |
| Additional cash requirement | 2017-07-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-07-31 | 3,913,339 |
| Unpaid minimum required contributions for current year | 2017-07-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-07-31 | 0 |
| 2016: UNITED OHIO INSURANCE COMPANY PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-08-01 | 211 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 93 |
| Number of retired or separated participants receiving benefits | 2016-08-01 | 38 |
| Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 75 |
| Total of all active and inactive participants | 2016-08-01 | 206 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-08-01 | 2 |
| Total participants | 2016-08-01 | 208 |
| Number of participants with account balances | 2016-08-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-08-01 | 0 |
| 2015: UNITED OHIO INSURANCE COMPANY PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-08-01 | 215 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 97 |
| Number of retired or separated participants receiving benefits | 2015-08-01 | 36 |
| Number of other retired or separated participants entitled to future benefits | 2015-08-01 | 76 |
| Total of all active and inactive participants | 2015-08-01 | 209 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-08-01 | 2 |
| Total participants | 2015-08-01 | 211 |
| Number of participants with account balances | 2015-08-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-08-01 | 0 |
| 2014: UNITED OHIO INSURANCE COMPANY PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-08-01 | 224 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 106 |
| Number of retired or separated participants receiving benefits | 2014-08-01 | 36 |
| Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 71 |
| Total of all active and inactive participants | 2014-08-01 | 213 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-08-01 | 2 |
| Total participants | 2014-08-01 | 215 |
| Number of participants with account balances | 2014-08-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-08-01 | 0 |
| 2013: UNITED OHIO INSURANCE COMPANY PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-08-01 | 234 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 111 |
| Number of retired or separated participants receiving benefits | 2013-08-01 | 36 |
| Number of other retired or separated participants entitled to future benefits | 2013-08-01 | 75 |
| Total of all active and inactive participants | 2013-08-01 | 222 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-08-01 | 3 |
| Total participants | 2013-08-01 | 225 |
| Number of participants with account balances | 2013-08-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-08-01 | 0 |
| 2012: UNITED OHIO INSURANCE COMPANY PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-08-01 | 236 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 120 |
| Number of retired or separated participants receiving benefits | 2012-08-01 | 33 |
| Number of other retired or separated participants entitled to future benefits | 2012-08-01 | 76 |
| Total of all active and inactive participants | 2012-08-01 | 229 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-08-01 | 1 |
| Total participants | 2012-08-01 | 230 |
| Number of participants with account balances | 2012-08-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-08-01 | 0 |
| 2011: UNITED OHIO INSURANCE COMPANY PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-08-01 | 209 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 128 |
| Number of retired or separated participants receiving benefits | 2011-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-08-01 | 75 |
| Total of all active and inactive participants | 2011-08-01 | 203 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-08-01 | 2 |
| Total participants | 2011-08-01 | 205 |
| Number of participants with account balances | 2011-08-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-08-01 | 0 |
| 2010: UNITED OHIO INSURANCE COMPANY PENSION PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-08-01 | 255 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-08-01 | 134 |
| Number of retired or separated participants receiving benefits | 2010-08-01 | 37 |
| Number of other retired or separated participants entitled to future benefits | 2010-08-01 | 73 |
| Total of all active and inactive participants | 2010-08-01 | 244 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-08-01 | 2 |
| Total participants | 2010-08-01 | 246 |
| Number of participants with account balances | 2010-08-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-08-01 | 1 |
| 2009: UNITED OHIO INSURANCE COMPANY PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-08-01 | 224 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 146 |
| Number of retired or separated participants receiving benefits | 2009-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 70 |
| Total of all active and inactive participants | 2009-08-01 | 216 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-08-01 | 2 |
| Total participants | 2009-08-01 | 218 |
| Number of participants with account balances | 2009-08-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-08-01 | 3 |
| Measure | Date | Value |
|---|
| 2022 : UNITED OHIO INSURANCE COMPANY PENSION PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-31 | $0 |
| Total income from all sources (including contributions) | 2022-07-31 | $-1,974,919 |
| Total loss/gain on sale of assets | 2022-07-31 | $0 |
| Total of all expenses incurred | 2022-07-31 | $1,143,905 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-07-31 | $1,071,369 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-07-31 | $0 |
| Value of total assets at end of year | 2022-07-31 | $25,317,056 |
| Value of total assets at beginning of year | 2022-07-31 | $28,435,880 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-07-31 | $72,536 |
| Total interest from all sources | 2022-07-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-07-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-07-31 | No |
| Was this plan covered by a fidelity bond | 2022-07-31 | Yes |
| Value of fidelity bond cover | 2022-07-31 | $2,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-07-31 | No |
| Administrative expenses (other) incurred | 2022-07-31 | $45,484 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-31 | No |
| Value of net income/loss | 2022-07-31 | $-3,118,824 |
| Value of net assets at end of year (total assets less liabilities) | 2022-07-31 | $25,317,056 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-07-31 | $28,435,880 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-07-31 | No |
| Investment advisory and management fees | 2022-07-31 | $15,592 |
| Value of interest in pooled separate accounts at end of year | 2022-07-31 | $25,317,056 |
| Value of interest in pooled separate accounts at beginning of year | 2022-07-31 | $28,435,880 |
| Net investment gain/loss from pooled separate accounts | 2022-07-31 | $-1,974,919 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-07-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-07-31 | $1,071,369 |
| Contract administrator fees | 2022-07-31 | $11,460 |
| Did the plan have assets held for investment | 2022-07-31 | 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 | 2022-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-07-31 | Unqualified |
| Accountancy firm name | 2022-07-31 | FORVIS, LLP |
| Accountancy firm EIN | 2022-07-31 | 440160260 |
| 2021 : UNITED OHIO INSURANCE COMPANY PENSION PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-07-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-07-31 | $0 |
| Total income from all sources (including contributions) | 2021-07-31 | $4,636,207 |
| Total loss/gain on sale of assets | 2021-07-31 | $0 |
| Total of all expenses incurred | 2021-07-31 | $1,058,896 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-07-31 | $955,888 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-07-31 | $0 |
| Value of total assets at end of year | 2021-07-31 | $28,435,880 |
| Value of total assets at beginning of year | 2021-07-31 | $24,858,569 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-07-31 | $103,008 |
| Total interest from all sources | 2021-07-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-07-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-07-31 | No |
| Was this plan covered by a fidelity bond | 2021-07-31 | Yes |
| Value of fidelity bond cover | 2021-07-31 | $2,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-07-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-07-31 | No |
| Administrative expenses (other) incurred | 2021-07-31 | $80,968 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-07-31 | No |
| Value of net income/loss | 2021-07-31 | $3,577,311 |
| Value of net assets at end of year (total assets less liabilities) | 2021-07-31 | $28,435,880 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-07-31 | $24,858,569 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-07-31 | No |
| Value of interest in pooled separate accounts at end of year | 2021-07-31 | $28,435,880 |
| Value of interest in pooled separate accounts at beginning of year | 2021-07-31 | $24,858,569 |
| Net investment gain/loss from pooled separate accounts | 2021-07-31 | $4,636,207 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-07-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-07-31 | $955,888 |
| Contract administrator fees | 2021-07-31 | $22,040 |
| Did the plan have assets held for investment | 2021-07-31 | 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 | 2021-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-07-31 | Unqualified |
| Accountancy firm name | 2021-07-31 | BKD, LLP |
| Accountancy firm EIN | 2021-07-31 | 440160260 |
| 2020 : UNITED OHIO INSURANCE COMPANY PENSION PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2020-07-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-07-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2020-07-31 | $0 |
| Total transfer of assets to this plan | 2020-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-07-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-07-31 | $0 |
| Total income from all sources (including contributions) | 2020-07-31 | $1,666,688 |
| Total loss/gain on sale of assets | 2020-07-31 | $0 |
| Total of all expenses incurred | 2020-07-31 | $1,002,085 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-07-31 | $926,022 |
| Value of total corrective distributions | 2020-07-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-07-31 | $0 |
| Value of total assets at end of year | 2020-07-31 | $24,858,569 |
| Value of total assets at beginning of year | 2020-07-31 | $24,193,966 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-07-31 | $76,063 |
| Total income from rents | 2020-07-31 | $0 |
| Total interest from all sources | 2020-07-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-07-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-07-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-07-31 | $0 |
| Administrative expenses professional fees incurred | 2020-07-31 | $44,416 |
| Was this plan covered by a fidelity bond | 2020-07-31 | Yes |
| Value of fidelity bond cover | 2020-07-31 | $2,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-07-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2020-07-31 | $0 |
| Contributions received from participants | 2020-07-31 | $0 |
| Participant contributions at end of year | 2020-07-31 | $0 |
| Participant contributions at beginning of year | 2020-07-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-07-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-07-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-07-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-07-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-07-31 | $0 |
| Other income not declared elsewhere | 2020-07-31 | $0 |
| Administrative expenses (other) incurred | 2020-07-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2020-07-31 | $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 | 2020-07-31 | No |
| Value of net income/loss | 2020-07-31 | $664,603 |
| Value of net assets at end of year (total assets less liabilities) | 2020-07-31 | $24,858,569 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-07-31 | $24,193,966 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-07-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2020-07-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2020-07-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-07-31 | $0 |
| Investment advisory and management fees | 2020-07-31 | $17,566 |
| Value of interest in pooled separate accounts at end of year | 2020-07-31 | $24,858,569 |
| Value of interest in pooled separate accounts at beginning of year | 2020-07-31 | $24,193,966 |
| Income. Interest from loans (other than to participants) | 2020-07-31 | $0 |
| Interest earned on other investments | 2020-07-31 | $0 |
| Income. Interest from US Government securities | 2020-07-31 | $0 |
| Income. Interest from corporate debt instruments | 2020-07-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-07-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-07-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-07-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2020-07-31 | $1,666,688 |
| Net investment gain or loss from common/collective trusts | 2020-07-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2020-07-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-07-31 | No |
| Contributions received in cash from employer | 2020-07-31 | $0 |
| Employer contributions (assets) at end of year | 2020-07-31 | $0 |
| Employer contributions (assets) at beginning of year | 2020-07-31 | $0 |
| Income. Dividends from preferred stock | 2020-07-31 | $0 |
| Income. Dividends from common stock | 2020-07-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-07-31 | $926,022 |
| Contract administrator fees | 2020-07-31 | $14,081 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-07-31 | $0 |
| Did the plan have assets held for investment | 2020-07-31 | 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 | 2020-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-07-31 | No |
| Aggregate proceeds on sale of assets | 2020-07-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2020-07-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2020-07-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-07-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-07-31 | Disclaimer |
| Accountancy firm name | 2020-07-31 | BKD,LLP |
| Accountancy firm EIN | 2020-07-31 | 440160260 |
| 2019 : UNITED OHIO INSURANCE COMPANY PENSION PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2019-07-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-07-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-07-31 | $0 |
| Total transfer of assets to this plan | 2019-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-07-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-07-31 | $0 |
| Total income from all sources (including contributions) | 2019-07-31 | $834,135 |
| Total loss/gain on sale of assets | 2019-07-31 | $0 |
| Total of all expenses incurred | 2019-07-31 | $915,534 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-07-31 | $877,370 |
| Value of total corrective distributions | 2019-07-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-07-31 | $0 |
| Value of total assets at end of year | 2019-07-31 | $24,193,966 |
| Value of total assets at beginning of year | 2019-07-31 | $24,275,365 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-07-31 | $38,164 |
| Total income from rents | 2019-07-31 | $0 |
| Total interest from all sources | 2019-07-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-07-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-07-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-07-31 | $0 |
| Administrative expenses professional fees incurred | 2019-07-31 | $0 |
| Was this plan covered by a fidelity bond | 2019-07-31 | Yes |
| Value of fidelity bond cover | 2019-07-31 | $2,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-07-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-07-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2019-07-31 | $0 |
| Contributions received from participants | 2019-07-31 | $0 |
| Participant contributions at end of year | 2019-07-31 | $0 |
| Participant contributions at beginning of year | 2019-07-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-07-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-07-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-07-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-07-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-07-31 | $0 |
| Other income not declared elsewhere | 2019-07-31 | $0 |
| Administrative expenses (other) incurred | 2019-07-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2019-07-31 | $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 | 2019-07-31 | No |
| Value of net income/loss | 2019-07-31 | $-81,399 |
| Value of net assets at end of year (total assets less liabilities) | 2019-07-31 | $24,193,966 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-07-31 | $24,275,365 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-07-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2019-07-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2019-07-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2019-07-31 | $0 |
| Investment advisory and management fees | 2019-07-31 | $13,925 |
| Value of interest in pooled separate accounts at end of year | 2019-07-31 | $24,193,966 |
| Value of interest in pooled separate accounts at beginning of year | 2019-07-31 | $24,275,365 |
| Income. Interest from loans (other than to participants) | 2019-07-31 | $0 |
| Interest earned on other investments | 2019-07-31 | $0 |
| Income. Interest from US Government securities | 2019-07-31 | $0 |
| Income. Interest from corporate debt instruments | 2019-07-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-07-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-07-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-07-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2019-07-31 | $834,135 |
| Net investment gain or loss from common/collective trusts | 2019-07-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2019-07-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-07-31 | No |
| Contributions received in cash from employer | 2019-07-31 | $0 |
| Employer contributions (assets) at end of year | 2019-07-31 | $0 |
| Employer contributions (assets) at beginning of year | 2019-07-31 | $0 |
| Income. Dividends from preferred stock | 2019-07-31 | $0 |
| Income. Dividends from common stock | 2019-07-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-07-31 | $877,370 |
| Contract administrator fees | 2019-07-31 | $24,239 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-07-31 | $0 |
| Did the plan have assets held for investment | 2019-07-31 | 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 | 2019-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-07-31 | No |
| Aggregate proceeds on sale of assets | 2019-07-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2019-07-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2019-07-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-07-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-07-31 | Disclaimer |
| Accountancy firm name | 2019-07-31 | BKD, LLP |
| Accountancy firm EIN | 2019-07-31 | 440160260 |
| 2018 : UNITED OHIO INSURANCE COMPANY PENSION PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2018-07-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-07-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2018-07-31 | $0 |
| Total transfer of assets to this plan | 2018-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-07-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-07-31 | $0 |
| Total income from all sources (including contributions) | 2018-07-31 | $1,283,408 |
| Total loss/gain on sale of assets | 2018-07-31 | $0 |
| Total of all expenses incurred | 2018-07-31 | $840,432 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-07-31 | $790,835 |
| Value of total corrective distributions | 2018-07-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-07-31 | $0 |
| Value of total assets at end of year | 2018-07-31 | $24,275,365 |
| Value of total assets at beginning of year | 2018-07-31 | $23,832,389 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-07-31 | $49,597 |
| Total income from rents | 2018-07-31 | $0 |
| Total interest from all sources | 2018-07-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-07-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-07-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-07-31 | $0 |
| Administrative expenses professional fees incurred | 2018-07-31 | $0 |
| Was this plan covered by a fidelity bond | 2018-07-31 | Yes |
| Value of fidelity bond cover | 2018-07-31 | $2,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-07-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-07-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2018-07-31 | $0 |
| Contributions received from participants | 2018-07-31 | $0 |
| Participant contributions at end of year | 2018-07-31 | $0 |
| Participant contributions at beginning of year | 2018-07-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-07-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-07-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-07-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-07-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-07-31 | $0 |
| Other income not declared elsewhere | 2018-07-31 | $0 |
| Administrative expenses (other) incurred | 2018-07-31 | $14,352 |
| Liabilities. Value of operating payables at beginning of year | 2018-07-31 | $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 | 2018-07-31 | No |
| Value of net income/loss | 2018-07-31 | $442,976 |
| Value of net assets at end of year (total assets less liabilities) | 2018-07-31 | $24,275,365 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-07-31 | $23,832,389 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-07-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2018-07-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2018-07-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2018-07-31 | $0 |
| Investment advisory and management fees | 2018-07-31 | $13,092 |
| Value of interest in pooled separate accounts at end of year | 2018-07-31 | $24,275,365 |
| Value of interest in pooled separate accounts at beginning of year | 2018-07-31 | $20,424,389 |
| Income. Interest from loans (other than to participants) | 2018-07-31 | $0 |
| Interest earned on other investments | 2018-07-31 | $0 |
| Income. Interest from US Government securities | 2018-07-31 | $0 |
| Income. Interest from corporate debt instruments | 2018-07-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-07-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-07-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-07-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2018-07-31 | $1,283,408 |
| Net investment gain or loss from common/collective trusts | 2018-07-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2018-07-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-07-31 | No |
| Contributions received in cash from employer | 2018-07-31 | $0 |
| Employer contributions (assets) at end of year | 2018-07-31 | $0 |
| Employer contributions (assets) at beginning of year | 2018-07-31 | $3,408,000 |
| Income. Dividends from preferred stock | 2018-07-31 | $0 |
| Income. Dividends from common stock | 2018-07-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-07-31 | $790,835 |
| Contract administrator fees | 2018-07-31 | $22,153 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-07-31 | $0 |
| Did the plan have assets held for investment | 2018-07-31 | 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 | 2018-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-07-31 | No |
| Aggregate proceeds on sale of assets | 2018-07-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2018-07-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2018-07-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-07-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-07-31 | Disclaimer |
| Accountancy firm name | 2018-07-31 | BKD, LLP |
| Accountancy firm EIN | 2018-07-31 | 440160260 |
| 2017 : UNITED OHIO INSURANCE COMPANY PENSION PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2017-07-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-07-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2017-07-31 | $0 |
| Total transfer of assets to this plan | 2017-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-07-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-07-31 | $0 |
| Total income from all sources (including contributions) | 2017-07-31 | $6,156,634 |
| Total loss/gain on sale of assets | 2017-07-31 | $0 |
| Total of all expenses incurred | 2017-07-31 | $844,066 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-07-31 | $726,838 |
| Value of total corrective distributions | 2017-07-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-07-31 | $4,224,000 |
| Value of total assets at end of year | 2017-07-31 | $23,832,389 |
| Value of total assets at beginning of year | 2017-07-31 | $18,519,821 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-07-31 | $117,228 |
| Total income from rents | 2017-07-31 | $0 |
| Total interest from all sources | 2017-07-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-07-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-07-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-07-31 | $0 |
| Administrative expenses professional fees incurred | 2017-07-31 | $0 |
| Was this plan covered by a fidelity bond | 2017-07-31 | Yes |
| Value of fidelity bond cover | 2017-07-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-07-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2017-07-31 | $0 |
| Contributions received from participants | 2017-07-31 | $0 |
| Participant contributions at end of year | 2017-07-31 | $0 |
| Participant contributions at beginning of year | 2017-07-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-07-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-07-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-07-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-07-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-07-31 | $0 |
| Other income not declared elsewhere | 2017-07-31 | $0 |
| Administrative expenses (other) incurred | 2017-07-31 | $81,574 |
| Liabilities. Value of operating payables at beginning of year | 2017-07-31 | $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 | 2017-07-31 | No |
| Value of net income/loss | 2017-07-31 | $5,312,568 |
| Value of net assets at end of year (total assets less liabilities) | 2017-07-31 | $23,832,389 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-07-31 | $18,519,821 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-07-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2017-07-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2017-07-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2017-07-31 | $0 |
| Investment advisory and management fees | 2017-07-31 | $11,946 |
| Value of interest in pooled separate accounts at end of year | 2017-07-31 | $20,424,389 |
| Value of interest in pooled separate accounts at beginning of year | 2017-07-31 | $18,519,821 |
| Income. Interest from loans (other than to participants) | 2017-07-31 | $0 |
| Interest earned on other investments | 2017-07-31 | $0 |
| Income. Interest from US Government securities | 2017-07-31 | $0 |
| Income. Interest from corporate debt instruments | 2017-07-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-07-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-07-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-07-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2017-07-31 | $1,932,634 |
| Net investment gain or loss from common/collective trusts | 2017-07-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2017-07-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-07-31 | No |
| Contributions received in cash from employer | 2017-07-31 | $4,224,000 |
| Employer contributions (assets) at end of year | 2017-07-31 | $3,408,000 |
| Employer contributions (assets) at beginning of year | 2017-07-31 | $0 |
| Income. Dividends from preferred stock | 2017-07-31 | $0 |
| Income. Dividends from common stock | 2017-07-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-07-31 | $726,838 |
| Contract administrator fees | 2017-07-31 | $23,708 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-07-31 | $0 |
| Did the plan have assets held for investment | 2017-07-31 | 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 | 2017-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-07-31 | No |
| Aggregate proceeds on sale of assets | 2017-07-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2017-07-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2017-07-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-07-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-07-31 | Disclaimer |
| Accountancy firm name | 2017-07-31 | BKD, LLP |
| Accountancy firm EIN | 2017-07-31 | 440160260 |
| 2016 : UNITED OHIO INSURANCE COMPANY PENSION PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2016-07-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-07-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2016-07-31 | $0 |
| Total transfer of assets to this plan | 2016-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-07-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-07-31 | $0 |
| Total income from all sources (including contributions) | 2016-07-31 | $701,560 |
| Total loss/gain on sale of assets | 2016-07-31 | $0 |
| Total of all expenses incurred | 2016-07-31 | $707,398 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-07-31 | $648,595 |
| Value of total corrective distributions | 2016-07-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-07-31 | $450,000 |
| Value of total assets at end of year | 2016-07-31 | $18,519,821 |
| Value of total assets at beginning of year | 2016-07-31 | $18,525,659 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-07-31 | $58,803 |
| Total income from rents | 2016-07-31 | $0 |
| Total interest from all sources | 2016-07-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-07-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-07-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-07-31 | $0 |
| Administrative expenses professional fees incurred | 2016-07-31 | $0 |
| Was this plan covered by a fidelity bond | 2016-07-31 | Yes |
| Value of fidelity bond cover | 2016-07-31 | $2,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-07-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-07-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2016-07-31 | $0 |
| Contributions received from participants | 2016-07-31 | $0 |
| Participant contributions at end of year | 2016-07-31 | $0 |
| Participant contributions at beginning of year | 2016-07-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-07-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-07-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-07-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-07-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-07-31 | $0 |
| Other income not declared elsewhere | 2016-07-31 | $0 |
| Administrative expenses (other) incurred | 2016-07-31 | $27,279 |
| Liabilities. Value of operating payables at beginning of year | 2016-07-31 | $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 | 2016-07-31 | No |
| Value of net income/loss | 2016-07-31 | $-5,838 |
| Value of net assets at end of year (total assets less liabilities) | 2016-07-31 | $18,519,821 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-07-31 | $18,525,659 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-07-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2016-07-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2016-07-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2016-07-31 | $0 |
| Investment advisory and management fees | 2016-07-31 | $8,566 |
| Value of interest in pooled separate accounts at end of year | 2016-07-31 | $18,519,821 |
| Value of interest in pooled separate accounts at beginning of year | 2016-07-31 | $17,750,659 |
| Income. Interest from loans (other than to participants) | 2016-07-31 | $0 |
| Interest earned on other investments | 2016-07-31 | $0 |
| Income. Interest from US Government securities | 2016-07-31 | $0 |
| Income. Interest from corporate debt instruments | 2016-07-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-07-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-07-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-07-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2016-07-31 | $251,560 |
| Net investment gain or loss from common/collective trusts | 2016-07-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2016-07-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-07-31 | No |
| Contributions received in cash from employer | 2016-07-31 | $450,000 |
| Employer contributions (assets) at end of year | 2016-07-31 | $0 |
| Employer contributions (assets) at beginning of year | 2016-07-31 | $775,000 |
| Income. Dividends from preferred stock | 2016-07-31 | $0 |
| Income. Dividends from common stock | 2016-07-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-07-31 | $648,595 |
| Contract administrator fees | 2016-07-31 | $22,958 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-07-31 | $0 |
| Did the plan have assets held for investment | 2016-07-31 | 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 | 2016-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-07-31 | No |
| Aggregate proceeds on sale of assets | 2016-07-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2016-07-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2016-07-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-07-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-07-31 | Disclaimer |
| Accountancy firm name | 2016-07-31 | BKD, LLP |
| Accountancy firm EIN | 2016-07-31 | 440160260 |
| 2015 : UNITED OHIO INSURANCE COMPANY PENSION PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2015-07-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-07-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2015-07-31 | $0 |
| Total transfer of assets to this plan | 2015-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-07-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-07-31 | $0 |
| Total income from all sources (including contributions) | 2015-07-31 | $2,582,672 |
| Total loss/gain on sale of assets | 2015-07-31 | $0 |
| Total of all expenses incurred | 2015-07-31 | $658,998 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-07-31 | $592,948 |
| Value of total corrective distributions | 2015-07-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-07-31 | $1,750,000 |
| Value of total assets at end of year | 2015-07-31 | $18,525,659 |
| Value of total assets at beginning of year | 2015-07-31 | $16,601,985 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-07-31 | $66,050 |
| Total income from rents | 2015-07-31 | $0 |
| Total interest from all sources | 2015-07-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-07-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-07-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-07-31 | $0 |
| Administrative expenses professional fees incurred | 2015-07-31 | $0 |
| Was this plan covered by a fidelity bond | 2015-07-31 | Yes |
| Value of fidelity bond cover | 2015-07-31 | $2,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-07-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-07-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2015-07-31 | $0 |
| Contributions received from participants | 2015-07-31 | $0 |
| Participant contributions at end of year | 2015-07-31 | $0 |
| Participant contributions at beginning of year | 2015-07-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-07-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-07-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-07-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-07-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-07-31 | $0 |
| Other income not declared elsewhere | 2015-07-31 | $0 |
| Administrative expenses (other) incurred | 2015-07-31 | $29,799 |
| Liabilities. Value of operating payables at beginning of year | 2015-07-31 | $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 | 2015-07-31 | No |
| Value of net income/loss | 2015-07-31 | $1,923,674 |
| Value of net assets at end of year (total assets less liabilities) | 2015-07-31 | $18,525,659 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-07-31 | $16,601,985 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-07-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2015-07-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2015-07-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2015-07-31 | $0 |
| Investment advisory and management fees | 2015-07-31 | $10,911 |
| Value of interest in pooled separate accounts at end of year | 2015-07-31 | $17,750,659 |
| Value of interest in pooled separate accounts at beginning of year | 2015-07-31 | $16,090,296 |
| Income. Interest from loans (other than to participants) | 2015-07-31 | $0 |
| Interest earned on other investments | 2015-07-31 | $0 |
| Income. Interest from US Government securities | 2015-07-31 | $0 |
| Income. Interest from corporate debt instruments | 2015-07-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-07-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-07-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-07-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2015-07-31 | $832,672 |
| Net investment gain or loss from common/collective trusts | 2015-07-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2015-07-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-07-31 | No |
| Contributions received in cash from employer | 2015-07-31 | $1,750,000 |
| Employer contributions (assets) at end of year | 2015-07-31 | $775,000 |
| Employer contributions (assets) at beginning of year | 2015-07-31 | $511,689 |
| Income. Dividends from preferred stock | 2015-07-31 | $0 |
| Income. Dividends from common stock | 2015-07-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-07-31 | $592,948 |
| Contract administrator fees | 2015-07-31 | $25,340 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-07-31 | $0 |
| Did the plan have assets held for investment | 2015-07-31 | 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 | 2015-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-07-31 | No |
| Aggregate proceeds on sale of assets | 2015-07-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2015-07-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2015-07-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-07-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-07-31 | Disclaimer |
| Accountancy firm name | 2015-07-31 | BKD LLP |
| Accountancy firm EIN | 2015-07-31 | 440160260 |
| 2014 : UNITED OHIO INSURANCE COMPANY PENSION PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2014-07-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-07-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2014-07-31 | $0 |
| Total transfer of assets to this plan | 2014-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-07-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-07-31 | $0 |
| Total income from all sources (including contributions) | 2014-07-31 | $2,548,012 |
| Total loss/gain on sale of assets | 2014-07-31 | $0 |
| Total of all expenses incurred | 2014-07-31 | $599,820 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-07-31 | $537,945 |
| Value of total corrective distributions | 2014-07-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-07-31 | $1,021,689 |
| Value of total assets at end of year | 2014-07-31 | $16,601,985 |
| Value of total assets at beginning of year | 2014-07-31 | $14,653,793 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-07-31 | $61,875 |
| Total income from rents | 2014-07-31 | $0 |
| Total interest from all sources | 2014-07-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-07-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-07-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-07-31 | $0 |
| Administrative expenses professional fees incurred | 2014-07-31 | $0 |
| Was this plan covered by a fidelity bond | 2014-07-31 | Yes |
| Value of fidelity bond cover | 2014-07-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-07-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-07-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-07-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2014-07-31 | $0 |
| Contributions received from participants | 2014-07-31 | $0 |
| Participant contributions at end of year | 2014-07-31 | $0 |
| Participant contributions at beginning of year | 2014-07-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-07-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-07-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-07-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-07-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-07-31 | $0 |
| Other income not declared elsewhere | 2014-07-31 | $0 |
| Administrative expenses (other) incurred | 2014-07-31 | $26,775 |
| Liabilities. Value of operating payables at beginning of year | 2014-07-31 | $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 | 2014-07-31 | No |
| Value of net income/loss | 2014-07-31 | $1,948,192 |
| Value of net assets at end of year (total assets less liabilities) | 2014-07-31 | $16,601,985 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-07-31 | $14,653,793 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-07-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2014-07-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2014-07-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2014-07-31 | $0 |
| Investment advisory and management fees | 2014-07-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2014-07-31 | $16,090,296 |
| Value of interest in pooled separate accounts at beginning of year | 2014-07-31 | $14,184,593 |
| Income. Interest from loans (other than to participants) | 2014-07-31 | $0 |
| Interest earned on other investments | 2014-07-31 | $0 |
| Income. Interest from US Government securities | 2014-07-31 | $0 |
| Income. Interest from corporate debt instruments | 2014-07-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-07-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-07-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-07-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2014-07-31 | $1,526,323 |
| Net investment gain or loss from common/collective trusts | 2014-07-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2014-07-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-07-31 | No |
| Contributions received in cash from employer | 2014-07-31 | $1,021,689 |
| Employer contributions (assets) at end of year | 2014-07-31 | $511,689 |
| Employer contributions (assets) at beginning of year | 2014-07-31 | $469,200 |
| Income. Dividends from preferred stock | 2014-07-31 | $0 |
| Income. Dividends from common stock | 2014-07-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-07-31 | $537,945 |
| Contract administrator fees | 2014-07-31 | $35,100 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-07-31 | $0 |
| Did the plan have assets held for investment | 2014-07-31 | 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 | 2014-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-07-31 | No |
| Aggregate proceeds on sale of assets | 2014-07-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2014-07-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2014-07-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-07-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-07-31 | Disclaimer |
| Accountancy firm name | 2014-07-31 | BKD LLP |
| Accountancy firm EIN | 2014-07-31 | 440160260 |
| 2013 : UNITED OHIO INSURANCE COMPANY PENSION PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2013-07-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-07-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2013-07-31 | $0 |
| Total transfer of assets to this plan | 2013-07-31 | $0 |
| Total transfer of assets from this plan | 2013-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-07-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-07-31 | $0 |
| Total income from all sources (including contributions) | 2013-07-31 | $2,898,246 |
| Total loss/gain on sale of assets | 2013-07-31 | $0 |
| Total of all expenses incurred | 2013-07-31 | $484,210 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-07-31 | $430,822 |
| Value of total corrective distributions | 2013-07-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-07-31 | $1,303,220 |
| Value of total assets at end of year | 2013-07-31 | $14,653,793 |
| Value of total assets at beginning of year | 2013-07-31 | $12,239,757 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-07-31 | $53,388 |
| Total income from rents | 2013-07-31 | $0 |
| Total interest from all sources | 2013-07-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-07-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-07-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-07-31 | $0 |
| Administrative expenses professional fees incurred | 2013-07-31 | $0 |
| Was this plan covered by a fidelity bond | 2013-07-31 | Yes |
| Value of fidelity bond cover | 2013-07-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-07-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-07-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-07-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2013-07-31 | $0 |
| Contributions received from participants | 2013-07-31 | $0 |
| Participant contributions at end of year | 2013-07-31 | $0 |
| Participant contributions at beginning of year | 2013-07-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-07-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-07-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-07-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-07-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-07-31 | $0 |
| Other income not declared elsewhere | 2013-07-31 | $0 |
| Administrative expenses (other) incurred | 2013-07-31 | $23,170 |
| Liabilities. Value of operating payables at beginning of year | 2013-07-31 | $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 | 2013-07-31 | No |
| Value of net income/loss | 2013-07-31 | $2,414,036 |
| Value of net assets at end of year (total assets less liabilities) | 2013-07-31 | $14,653,793 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-07-31 | $12,239,757 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-07-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2013-07-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2013-07-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2013-07-31 | $0 |
| Investment advisory and management fees | 2013-07-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2013-07-31 | $14,184,593 |
| Value of interest in pooled separate accounts at beginning of year | 2013-07-31 | $11,781,939 |
| Income. Interest from loans (other than to participants) | 2013-07-31 | $0 |
| Interest earned on other investments | 2013-07-31 | $0 |
| Income. Interest from US Government securities | 2013-07-31 | $0 |
| Income. Interest from corporate debt instruments | 2013-07-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-07-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-07-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-07-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2013-07-31 | $1,595,026 |
| Net investment gain or loss from common/collective trusts | 2013-07-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2013-07-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-07-31 | No |
| Contributions received in cash from employer | 2013-07-31 | $1,303,220 |
| Employer contributions (assets) at end of year | 2013-07-31 | $469,200 |
| Employer contributions (assets) at beginning of year | 2013-07-31 | $457,818 |
| Income. Dividends from preferred stock | 2013-07-31 | $0 |
| Income. Dividends from common stock | 2013-07-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-07-31 | $430,822 |
| Contract administrator fees | 2013-07-31 | $30,218 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-07-31 | $0 |
| Did the plan have assets held for investment | 2013-07-31 | 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 | 2013-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-07-31 | No |
| Aggregate proceeds on sale of assets | 2013-07-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2013-07-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2013-07-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-07-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-07-31 | Disclaimer |
| Accountancy firm name | 2013-07-31 | BKD LLP |
| Accountancy firm EIN | 2013-07-31 | 440160260 |
| 2012 : UNITED OHIO INSURANCE COMPANY PENSION PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2012-07-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-07-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2012-07-31 | $0 |
| Total transfer of assets to this plan | 2012-07-31 | $0 |
| Total transfer of assets from this plan | 2012-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-07-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-07-31 | $0 |
| Total income from all sources (including contributions) | 2012-07-31 | $1,281,613 |
| Total loss/gain on sale of assets | 2012-07-31 | $0 |
| Total of all expenses incurred | 2012-07-31 | $417,839 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-07-31 | $374,618 |
| Value of total corrective distributions | 2012-07-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-07-31 | $883,395 |
| Value of total assets at end of year | 2012-07-31 | $12,239,757 |
| Value of total assets at beginning of year | 2012-07-31 | $11,375,983 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-07-31 | $43,221 |
| Total income from rents | 2012-07-31 | $0 |
| Total interest from all sources | 2012-07-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-07-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-07-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-07-31 | $0 |
| Administrative expenses professional fees incurred | 2012-07-31 | $0 |
| Was this plan covered by a fidelity bond | 2012-07-31 | Yes |
| Value of fidelity bond cover | 2012-07-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-07-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-07-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-07-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2012-07-31 | $0 |
| Contributions received from participants | 2012-07-31 | $0 |
| Participant contributions at end of year | 2012-07-31 | $0 |
| Participant contributions at beginning of year | 2012-07-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-07-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-07-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-07-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-07-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-07-31 | $0 |
| Other income not declared elsewhere | 2012-07-31 | $0 |
| Administrative expenses (other) incurred | 2012-07-31 | $12,509 |
| Liabilities. Value of operating payables at beginning of year | 2012-07-31 | $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 | 2012-07-31 | No |
| Value of net income/loss | 2012-07-31 | $863,774 |
| Value of net assets at end of year (total assets less liabilities) | 2012-07-31 | $12,239,757 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-07-31 | $11,375,983 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-07-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2012-07-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2012-07-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2012-07-31 | $0 |
| Investment advisory and management fees | 2012-07-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2012-07-31 | $11,781,939 |
| Value of interest in pooled separate accounts at beginning of year | 2012-07-31 | $11,132,233 |
| Income. Interest from loans (other than to participants) | 2012-07-31 | $0 |
| Interest earned on other investments | 2012-07-31 | $0 |
| Income. Interest from US Government securities | 2012-07-31 | $0 |
| Income. Interest from corporate debt instruments | 2012-07-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-07-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-07-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-07-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2012-07-31 | $398,218 |
| Net investment gain or loss from common/collective trusts | 2012-07-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2012-07-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-07-31 | No |
| Contributions received in cash from employer | 2012-07-31 | $883,395 |
| Employer contributions (assets) at end of year | 2012-07-31 | $457,818 |
| Employer contributions (assets) at beginning of year | 2012-07-31 | $243,750 |
| Income. Dividends from preferred stock | 2012-07-31 | $0 |
| Income. Dividends from common stock | 2012-07-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-07-31 | $374,618 |
| Contract administrator fees | 2012-07-31 | $30,712 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-07-31 | $0 |
| Did the plan have assets held for investment | 2012-07-31 | 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 | 2012-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-07-31 | No |
| Aggregate proceeds on sale of assets | 2012-07-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2012-07-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2012-07-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-07-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-07-31 | Disclaimer |
| Accountancy firm name | 2012-07-31 | BKD LLP |
| Accountancy firm EIN | 2012-07-31 | 440160260 |
| 2011 : UNITED OHIO INSURANCE COMPANY PENSION PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2011-07-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-07-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2011-07-31 | $0 |
| Total transfer of assets to this plan | 2011-07-31 | $0 |
| Total transfer of assets from this plan | 2011-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-07-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-07-31 | $0 |
| Total income from all sources (including contributions) | 2011-07-31 | $2,113,675 |
| Total loss/gain on sale of assets | 2011-07-31 | $0 |
| Total of all expenses incurred | 2011-07-31 | $357,206 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-07-31 | $316,398 |
| Value of total corrective distributions | 2011-07-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-07-31 | $596,877 |
| Value of total assets at end of year | 2011-07-31 | $11,375,983 |
| Value of total assets at beginning of year | 2011-07-31 | $9,619,514 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-07-31 | $40,808 |
| Total income from rents | 2011-07-31 | $0 |
| Total interest from all sources | 2011-07-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-07-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-07-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-07-31 | $0 |
| Administrative expenses professional fees incurred | 2011-07-31 | $8,479 |
| Was this plan covered by a fidelity bond | 2011-07-31 | Yes |
| Value of fidelity bond cover | 2011-07-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-07-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-07-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-07-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2011-07-31 | $0 |
| Contributions received from participants | 2011-07-31 | $0 |
| Participant contributions at end of year | 2011-07-31 | $0 |
| Participant contributions at beginning of year | 2011-07-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-07-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-07-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-07-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-07-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-07-31 | $0 |
| Other income not declared elsewhere | 2011-07-31 | $0 |
| Administrative expenses (other) incurred | 2011-07-31 | $10,321 |
| Liabilities. Value of operating payables at beginning of year | 2011-07-31 | $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 | 2011-07-31 | No |
| Value of net income/loss | 2011-07-31 | $1,756,469 |
| Value of net assets at end of year (total assets less liabilities) | 2011-07-31 | $11,375,983 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-07-31 | $9,619,514 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-07-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2011-07-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2011-07-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2011-07-31 | $0 |
| Investment advisory and management fees | 2011-07-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2011-07-31 | $11,132,233 |
| Value of interest in pooled separate accounts at beginning of year | 2011-07-31 | $9,443,076 |
| Income. Interest from loans (other than to participants) | 2011-07-31 | $0 |
| Interest earned on other investments | 2011-07-31 | $0 |
| Income. Interest from US Government securities | 2011-07-31 | $0 |
| Income. Interest from corporate debt instruments | 2011-07-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-07-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-07-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-07-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2011-07-31 | $1,516,798 |
| Net investment gain or loss from common/collective trusts | 2011-07-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2011-07-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-07-31 | No |
| Contributions received in cash from employer | 2011-07-31 | $596,877 |
| Employer contributions (assets) at end of year | 2011-07-31 | $243,750 |
| Employer contributions (assets) at beginning of year | 2011-07-31 | $176,438 |
| Income. Dividends from preferred stock | 2011-07-31 | $0 |
| Income. Dividends from common stock | 2011-07-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-07-31 | $316,398 |
| Contract administrator fees | 2011-07-31 | $22,008 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-07-31 | $0 |
| Did the plan have assets held for investment | 2011-07-31 | 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 | 2011-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-07-31 | No |
| Aggregate proceeds on sale of assets | 2011-07-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2011-07-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2011-07-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-07-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-07-31 | Disclaimer |
| Accountancy firm name | 2011-07-31 | BKD LLP |
| Accountancy firm EIN | 2011-07-31 | 440160260 |
| 2010 : UNITED OHIO INSURANCE COMPANY PENSION PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-07-31 | $0 |
