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THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameTHE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN
Plan identification number 004

THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

THE NATIONAL MUTUAL INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE NATIONAL MUTUAL INSURANCE COMPANY
Employer identification number (EIN):344312510
NAIC Classification:524290

Additional information about THE NATIONAL MUTUAL INSURANCE COMPANY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1914-09-23
Company Identification Number: 45733
Legal Registered Office Address: 1 INSURANCE SQUARE
-
CELINA
United States of America (USA)
45822

More information about THE NATIONAL MUTUAL INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01PHILIP FULLENKAMP WILLIAM MONTGOMERY2018-09-20
0042016-01-01PHILIP FULLENKAMP WILLIAM MONTGOMERY2017-10-13
0042015-01-01PHILIP FULLENKAMP WILLIAM MONTGOMERY2016-09-22
0042014-01-01PHILIP FULLENKAMP WILLIAM MONTGOMERY2015-08-05
0042013-01-01PHILIP FULLENKAMP WILLIAM MONTGOMERY2014-09-04
0042012-01-01PHILIP FULLENKAMP WILLIAM MONTGOMERY2013-08-22
0042011-01-01PHILIP M. FULLENKAMP WILLIAM W. MONTGOMERY2012-07-27
0042010-01-01PHILIP M. FULLENKAMP WILLIAM W. MONTGOMERY2011-07-21
0042009-01-01PHILIP M. FULLENKAMP WILLIAM W. MONTGOMERY2010-09-15

Plan Statistics for THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN

Measure Date Value
2022: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01216
Total number of active participants reported on line 7a of the Form 55002022-01-01174
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0134
Total of all active and inactive participants2022-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01212
Number of participants with account balances2022-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01212
Total number of active participants reported on line 7a of the Form 55002021-01-01178
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0134
Total of all active and inactive participants2021-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01216
Number of participants with account balances2021-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01206
Total number of active participants reported on line 7a of the Form 55002020-01-01181
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0125
Total of all active and inactive participants2020-01-01212
Total participants2020-01-01212
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01201
Total number of active participants reported on line 7a of the Form 55002019-01-01174
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0125
Total of all active and inactive participants2019-01-01206
Total participants2019-01-01206
Number of participants with account balances2019-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01195
Total number of active participants reported on line 7a of the Form 55002018-01-01169
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-01201
Total participants2018-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01190
Total number of active participants reported on line 7a of the Form 55002017-01-01163
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0126
Total of all active and inactive participants2017-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01196
Number of participants with account balances2017-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01188
Total number of active participants reported on line 7a of the Form 55002016-01-01159
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01190
Number of participants with account balances2016-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01184
Total number of active participants reported on line 7a of the Form 55002015-01-01161
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01188
Number of participants with account balances2015-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01186
Total number of active participants reported on line 7a of the Form 55002014-01-01156
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01184
Number of participants with account balances2014-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01187
Total number of active participants reported on line 7a of the Form 55002013-01-01159
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01186
Number of participants with account balances2013-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01185
Total number of active participants reported on line 7a of the Form 55002012-01-01158
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01187
Number of participants with account balances2012-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01181
Total number of active participants reported on line 7a of the Form 55002011-01-01152
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0132
Total of all active and inactive participants2011-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01185
Number of participants with account balances2011-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01189
Total number of active participants reported on line 7a of the Form 55002010-01-01151
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0129
Total of all active and inactive participants2010-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01181
Number of participants with account balances2010-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01193
Total number of active participants reported on line 7a of the Form 55002009-01-01160
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0128
Total of all active and inactive participants2009-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01189
Number of participants with account balances2009-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN

Measure Date Value
2022 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$-4,236,263
Total unrealized appreciation/depreciation of assets2022-12-31$-4,236,263
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,910,199
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,429,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,423,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$963,962
Value of total assets at end of year2022-12-31$21,719,757
Value of total assets at beginning of year2022-12-31$26,059,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,003
Total interest from all sources2022-12-31$762,607
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$6,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,339,914
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,719,757
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,059,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$20,034,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$23,999,948
Interest earned on other investments2022-12-31$762,607
Value of interest in common/collective trusts at end of year2022-12-31$741,916
Value of interest in common/collective trusts at beginning of year2022-12-31$1,092,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-400,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$963,962
Employer contributions (assets) at end of year2022-12-31$943,225
Employer contributions (assets) at beginning of year2022-12-31$967,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,423,712
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$468,104
Total unrealized appreciation/depreciation of assets2021-12-31$468,104
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,952,759
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,424,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,419,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$993,647
Value of total assets at end of year2021-12-31$26,059,671
Value of total assets at beginning of year2021-12-31$24,531,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,705
Total interest from all sources2021-12-31$2,194,259
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$992,476
Amount contributed by the employer to the plan for this plan year2021-12-31$992,476
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$4,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,528,140
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,059,671
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,531,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$23,999,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,562,723
Interest earned on other investments2021-12-31$2,194,259
Value of interest in common/collective trusts at end of year2021-12-31$1,092,684
Value of interest in common/collective trusts at beginning of year2021-12-31$1,036,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$296,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$993,647
Employer contributions (assets) at end of year2021-12-31$967,039
Employer contributions (assets) at beginning of year2021-12-31$931,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,419,914
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,019,728
Total unrealized appreciation/depreciation of assets2020-12-31$2,019,728
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,761,805
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$908,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$907,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$947,073
Value of total assets at end of year2020-12-31$24,537,117
Value of total assets at beginning of year2020-12-31$21,683,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$404
Total interest from all sources2020-12-31$854,758
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$947,073
Amount contributed by the employer to the plan for this plan year2020-12-31$947,073
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,853,532
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,537,117
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,683,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,562,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,549,983
Interest earned on other investments2020-12-31$854,758
Value of interest in common/collective trusts at end of year2020-12-31$1,036,899
Value of interest in common/collective trusts at beginning of year2020-12-31$1,235,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-59,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$947,073
Employer contributions (assets) at end of year2020-12-31$937,495
Employer contributions (assets) at beginning of year2020-12-31$898,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$907,869
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,583,994
Total unrealized appreciation/depreciation of assets2019-12-31$2,583,994
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,481,535
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,775,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,774,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$898,264
Value of total assets at end of year2019-12-31$21,683,585
Value of total assets at beginning of year2019-12-31$18,977,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$377
Total interest from all sources2019-12-31$619,770
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$898,264
Amount contributed by the employer to the plan for this plan year2019-12-31$898,264
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$377
Total non interest bearing cash at end of year2019-12-31$898,264
Total non interest bearing cash at beginning of year2019-12-31$803,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,706,450
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,683,585
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,977,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,549,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,215,715
Interest earned on other investments2019-12-31$619,770
Value of interest in common/collective trusts at end of year2019-12-31$1,235,338
Value of interest in common/collective trusts at beginning of year2019-12-31$957,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$379,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$898,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,774,708
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,550,904
Total unrealized appreciation/depreciation of assets2018-12-31$-1,550,904
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$37,729
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,320,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,320,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$807,842
Value of total assets at end of year2018-12-31$18,977,728
Value of total assets at beginning of year2018-12-31$20,260,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$356
Total interest from all sources2018-12-31$741,149
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$807,842
Amount contributed by the employer to the plan for this plan year2018-12-31$807,842
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,282,813
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,977,728
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,260,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,215,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,682,061
Interest earned on other investments2018-12-31$741,149
Value of interest in common/collective trusts at end of year2018-12-31$957,856
Value of interest in common/collective trusts at beginning of year2018-12-31$779,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$39,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$807,842
Employer contributions (assets) at end of year2018-12-31$804,157
Employer contributions (assets) at beginning of year2018-12-31$798,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,320,186
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,790,266
Total unrealized appreciation/depreciation of assets2017-12-31$1,790,266
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,348,769
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$705,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$704,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$803,542
Value of total assets at end of year2017-12-31$20,260,541
Value of total assets at beginning of year2017-12-31$17,617,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$331
Total interest from all sources2017-12-31$567,227
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$804,420
Amount contributed by the employer to the plan for this plan year2017-12-31$804,420
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,643,537
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,260,541
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,617,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,682,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,672,839
Interest earned on other investments2017-12-31$567,227
Value of interest in common/collective trusts at end of year2017-12-31$779,694
Value of interest in common/collective trusts at beginning of year2017-12-31$1,173,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$187,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$803,542
Employer contributions (assets) at end of year2017-12-31$798,786
Employer contributions (assets) at beginning of year2017-12-31$770,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$704,901
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD,LLP
Accountancy firm EIN2017-12-31440160260
2016 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$812,001
Total unrealized appreciation/depreciation of assets2016-12-31$812,001
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,083,782
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$867,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$866,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$778,434
Value of total assets at end of year2016-12-31$17,617,004
Value of total assets at beginning of year2016-12-31$16,400,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$322
Total interest from all sources2016-12-31$441,009
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$778,434
Amount contributed by the employer to the plan for this plan year2016-12-31$778,434
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,216,539
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,617,004
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,400,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$15,672,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,655,837
Interest earned on other investments2016-12-31$441,009
Value of interest in common/collective trusts at end of year2016-12-31$1,173,847
Value of interest in common/collective trusts at beginning of year2016-12-31$989,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$52,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$778,434
Employer contributions (assets) at end of year2016-12-31$770,318
Employer contributions (assets) at beginning of year2016-12-31$754,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$866,921
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-528,744
Total unrealized appreciation/depreciation of assets2015-12-31$-528,744
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$755,534
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$821,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$821,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$764,941
Value of total assets at end of year2015-12-31$16,400,465
Value of total assets at beginning of year2015-12-31$16,466,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$331
Total interest from all sources2015-12-31$541,380
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$764,942
Amount contributed by the employer to the plan for this plan year2015-12-31$764,942
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-66,214
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,400,465
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,466,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,655,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,840,825
Interest earned on other investments2015-12-31$541,380
Value of interest in common/collective trusts at end of year2015-12-31$989,882
Value of interest in common/collective trusts at beginning of year2015-12-31$927,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-22,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$764,941
Employer contributions (assets) at end of year2015-12-31$754,746
Employer contributions (assets) at beginning of year2015-12-31$698,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$821,417
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$719,355
Total unrealized appreciation/depreciation of assets2014-12-31$719,355
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,995,666
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,146,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,145,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$703,929
Value of total assets at end of year2014-12-31$16,466,679
Value of total assets at beginning of year2014-12-31$15,617,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$301
Total interest from all sources2014-12-31$455,177
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$703,929
Amount contributed by the employer to the plan for this plan year2014-12-31$703,929
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$849,626
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,466,679
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,617,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,840,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,081,569
Interest earned on other investments2014-12-31$455,177
Value of interest in common/collective trusts at end of year2014-12-31$927,446
Value of interest in common/collective trusts at beginning of year2014-12-31$865,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$117,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$703,929
Employer contributions (assets) at end of year2014-12-31$698,408
Employer contributions (assets) at beginning of year2014-12-31$670,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,145,739
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,006,165
Total unrealized appreciation/depreciation of assets2013-12-31$2,006,165
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,172,815
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$445,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$445,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$670,262
Value of total assets at end of year2013-12-31$15,617,053
Value of total assets at beginning of year2013-12-31$12,890,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$261
Total interest from all sources2013-12-31$413,728
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$670,262
Amount contributed by the employer to the plan for this plan year2013-12-31$670,262
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,727,048
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,617,053
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,890,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,081,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,359,580
Interest earned on other investments2013-12-31$413,728
Value of interest in common/collective trusts at end of year2013-12-31$865,222
Value of interest in common/collective trusts at beginning of year2013-12-31$890,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$82,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$670,262
Employer contributions (assets) at end of year2013-12-31$670,262
Employer contributions (assets) at beginning of year2013-12-31$640,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$445,506
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$923,989
Total unrealized appreciation/depreciation of assets2012-12-31$923,989
Total income from all sources (including contributions)2012-12-31$1,996,054
Total of all expenses incurred2012-12-31$493,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$493,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$640,414
Value of total assets at end of year2012-12-31$12,890,005
Value of total assets at beginning of year2012-12-31$11,387,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$259
Total interest from all sources2012-12-31$293,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$640,414
Amount contributed by the employer to the plan for this plan year2012-12-31$640,414
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,502,351
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,890,005
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,387,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,359,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,085,163
Interest earned on other investments2012-12-31$293,354
Value of interest in common/collective trusts at end of year2012-12-31$890,011
Value of interest in common/collective trusts at beginning of year2012-12-31$685,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$138,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$640,414
Employer contributions (assets) at end of year2012-12-31$640,414
Employer contributions (assets) at beginning of year2012-12-31$616,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$493,444
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-103,783
Total unrealized appreciation/depreciation of assets2011-12-31$-103,783
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$784,320
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$303,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$302,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$623,429
Value of total assets at end of year2011-12-31$11,387,654
Value of total assets at beginning of year2011-12-31$10,906,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$347
Total interest from all sources2011-12-31$258,780
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$619,352
Amount contributed by the employer to the plan for this plan year2011-12-31$619,352
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$481,131
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,387,654
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,906,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,085,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,842,089
Interest earned on other investments2011-12-31$258,780
Value of interest in common/collective trusts at end of year2011-12-31$685,634
Value of interest in common/collective trusts at beginning of year2011-12-31$472,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$5,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$623,429
Employer contributions (assets) at end of year2011-12-31$616,857
Employer contributions (assets) at beginning of year2011-12-31$591,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$302,842
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BUFFAMANTE WHIPPLE BUTTAFARO
Accountancy firm EIN2011-12-31161117932
2010 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$908,959
Total unrealized appreciation/depreciation of assets2010-12-31$908,959
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,740,295
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$464,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$464,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$592,971
Value of total assets at end of year2010-12-31$10,906,522
Value of total assets at beginning of year2010-12-31$9,630,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$218,379
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$597,048
Amount contributed by the employer to the plan for this plan year2010-12-31$597,048
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,275,756
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,906,522
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,630,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,842,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,642,981
Interest earned on other investments2010-12-31$218,379
Value of interest in common/collective trusts at end of year2010-12-31$472,454
Value of interest in common/collective trusts at beginning of year2010-12-31$406,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$19,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$592,971
Employer contributions (assets) at end of year2010-12-31$591,979
Employer contributions (assets) at beginning of year2010-12-31$580,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$464,176
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BUFFAMANTE WHIPPLE BUTTAFARO
Accountancy firm EIN2010-12-31161117932
2009 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$587,148
Amount contributed by the employer to the plan for this plan year2009-12-31$587,148

Form 5500 Responses for THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN

2022: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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