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THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 401k Plan overview

Plan NameTHE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN
Plan identification number 005

THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

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 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01PHILIP FULLENKAMP WILLIAM MONTGOMERY2018-09-20
0052016-01-01PHILIP FULLENKAMP WILLIAM MONTGOMERY2017-10-13
0052015-01-01PHILIP FULLENKAMP WILLIAM MONTGOMERY2016-09-22
0052014-01-01PHILIP FULLENKAMP WILLIAM MONTGOMERY2015-08-05
0052013-01-01PHILIP FULLENKAMP WILLIAM MONTGOMERY2014-09-04
0052012-01-01PHILIP FULLENKAMP WILLIAM MONTGOMERY2013-08-22
0052011-01-01PHILIP M. FULLENKAMP WILLIAM W. MONTGOMERY2012-07-27
0052010-01-01PHILIP M. FULLENKAMP WILLIAM W. MONTGOMERY2011-07-21
0052009-01-01PHILIP M. FULLENKAMP WILLIAM W. MONTGOMERY2010-09-15

Plan Statistics for THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN

401k plan membership statisitcs for THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN

Measure Date Value
2022: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01222
Total number of active participants reported on line 7a of the Form 55002022-01-01191
Number of retired or separated participants receiving benefits2022-01-0144
Total of all active and inactive participants2022-01-01235
Total participants2022-01-01235
Number of participants with account balances2022-01-01233
2021: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01224
Total number of active participants reported on line 7a of the Form 55002021-01-01185
Number of retired or separated participants receiving benefits2021-01-0137
Total of all active and inactive participants2021-01-01222
Total participants2021-01-01222
Number of participants with account balances2021-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01228
Total number of active participants reported on line 7a of the Form 55002020-01-01192
Number of retired or separated participants receiving benefits2020-01-0132
Total of all active and inactive participants2020-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01224
Number of participants with account balances2020-01-01214
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 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01218
Total number of active participants reported on line 7a of the Form 55002019-01-01190
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01229
Number of participants with account balances2019-01-01214
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 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01215
Total number of active participants reported on line 7a of the Form 55002018-01-01182
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01219
Number of participants with account balances2018-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01209
Total number of active participants reported on line 7a of the Form 55002017-01-01180
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01215
Number of participants with account balances2017-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01203
Total number of active participants reported on line 7a of the Form 55002016-01-01175
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01209
Number of participants with account balances2016-01-01188
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 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01202
Total number of active participants reported on line 7a of the Form 55002015-01-01172
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01202
Number of participants with account balances2015-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01198
Total number of active participants reported on line 7a of the Form 55002014-01-01174
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01201
Number of participants with account balances2014-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01197
Total number of active participants reported on line 7a of the Form 55002013-01-01170
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 participants2013-01-01197
Total participants2013-01-01197
Number of participants with account balances2013-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01197
Total number of active participants reported on line 7a of the Form 55002012-01-01168
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 participants2012-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01197
Number of participants with account balances2012-01-01182
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 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01196
Total number of active participants reported on line 7a of the Form 55002011-01-01164
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 participants2011-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01197
Number of participants with account balances2011-01-01183
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 401K SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01196
Total number of active participants reported on line 7a of the Form 55002010-01-01168
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0127
Total of all active and inactive participants2010-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01196
Number of participants with account balances2010-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01202
Total number of active participants reported on line 7a of the Form 55002009-01-01168
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01196
Number of participants with account balances2009-01-01163
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 401K SAVINGS PLAN

Measure Date Value
2022 : THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-5,423,121
Total unrealized appreciation/depreciation of assets2022-12-31$-5,423,121
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$0
Total income from all sources (including contributions)2022-12-31$-2,859,294
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$801,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$795,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,949,286
Value of total assets at end of year2022-12-31$25,884,374
Value of total assets at beginning of year2022-12-31$29,545,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,253
Total interest from all sources2022-12-31$941,834
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
Contributions received from participants2022-12-31$1,658,415
Participant contributions at end of year2022-12-31$173,684
Participant contributions at beginning of year2022-12-31$113,946
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$290,871
Other income not declared elsewhere2022-12-31$258
Administrative expenses (other) incurred2022-12-31$6,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,661,031
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,884,374
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,545,405
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$24,942,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$28,617,106
Interest on participant loans2022-12-31$5,002
Interest earned on other investments2022-12-31$936,832
Value of interest in common/collective trusts at end of year2022-12-31$768,113
Value of interest in common/collective trusts at beginning of year2022-12-31$814,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-327,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$795,484
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 401K SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$166,383
Total unrealized appreciation/depreciation of assets2021-12-31$166,383
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$5,300,125
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,178,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,172,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,812,422
Value of total assets at end of year2021-12-31$29,545,405
Value of total assets at beginning of year2021-12-31$27,423,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,448
Total interest from all sources2021-12-31$2,968,548
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,570,157
Participant contributions at end of year2021-12-31$113,946
Participant contributions at beginning of year2021-12-31$160,276
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$242,265
Administrative expenses (other) incurred2021-12-31$5,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,122,058
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,545,405
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,423,347
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$28,617,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$26,479,081
Interest on participant loans2021-12-31$7,806
Interest earned on other investments2021-12-31$2,960,742
Value of interest in common/collective trusts at end of year2021-12-31$814,353
Value of interest in common/collective trusts at beginning of year2021-12-31$783,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$352,772
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,172,619
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 401K SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,595,471
Total unrealized appreciation/depreciation of assets2020-12-31$2,595,471
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$5,063,325
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,321,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,321,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,555,428
Value of total assets at end of year2020-12-31$27,423,347
Value of total assets at beginning of year2020-12-31$23,681,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$271
Total interest from all sources2020-12-31$1,001,774
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,555,428
Participant contributions at end of year2020-12-31$160,276
Participant contributions at beginning of year2020-12-31$186,090
Administrative expenses (other) incurred2020-12-31$271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,741,888
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,423,347
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,681,459
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$26,479,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,597,492
Interest on participant loans2020-12-31$10,150
Interest earned on other investments2020-12-31$991,624
Value of interest in common/collective trusts at end of year2020-12-31$783,990
Value of interest in common/collective trusts at beginning of year2020-12-31$897,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-89,348
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,321,166
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 401K SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,980,248
Total unrealized appreciation/depreciation of assets2019-12-31$2,980,248
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$5,639,507
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,217,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,217,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,456,088
Value of total assets at end of year2019-12-31$23,681,459
Value of total assets at beginning of year2019-12-31$21,259,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$248
Total interest from all sources2019-12-31$707,324
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,456,088
Participant contributions at end of year2019-12-31$186,090
Participant contributions at beginning of year2019-12-31$186,891
Administrative expenses (other) incurred2019-12-31$248
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$2,422,234
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,681,459
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,259,225
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$22,597,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,429,505
Interest on participant loans2019-12-31$11,568
Interest earned on other investments2019-12-31$695,756
Value of interest in common/collective trusts at end of year2019-12-31$897,877
Value of interest in common/collective trusts at beginning of year2019-12-31$642,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$495,847
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,217,025
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,960,499
Total unrealized appreciation/depreciation of assets2018-12-31$-1,960,499
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$260,231
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,928,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,928,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,281,080
Value of total assets at end of year2018-12-31$21,259,224
Value of total assets at beginning of year2018-12-31$22,927,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$219
Total interest from all sources2018-12-31$883,821
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,281,080
Participant contributions at end of year2018-12-31$186,890
Participant contributions at beginning of year2018-12-31$165,126
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Administrative expenses (other) incurred2018-12-31$219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,668,724
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,259,224
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,927,948
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$20,429,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,241,928
Interest on participant loans2018-12-31$8,517
Interest earned on other investments2018-12-31$875,304
Value of interest in common/collective trusts at end of year2018-12-31$642,829
Value of interest in common/collective trusts at beginning of year2018-12-31$520,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$55,829
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,928,736
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 401K SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,183,182
Total unrealized appreciation/depreciation of assets2017-12-31$2,183,182
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$4,378,260
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,622,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,621,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,268,108
Value of total assets at end of year2017-12-31$22,927,948
Value of total assets at beginning of year2017-12-31$20,171,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,081
Total interest from all sources2017-12-31$664,733
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,268,108
Participant contributions at end of year2017-12-31$165,126
Participant contributions at beginning of year2017-12-31$174,513
Other income not declared elsewhere2017-12-31$639
Administrative expenses (other) incurred2017-12-31$1,081
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$2,755,984
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,927,948
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,171,964
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$22,241,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,913,882
Interest on participant loans2017-12-31$7,684
Interest earned on other investments2017-12-31$657,049
Value of interest in common/collective trusts at end of year2017-12-31$520,894
Value of interest in common/collective trusts at beginning of year2017-12-31$1,083,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$261,598
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,621,195
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 401K SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$941,252
Total unrealized appreciation/depreciation of assets2016-12-31$941,252
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$2,739,181
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,033,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,033,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,189,564
Value of total assets at end of year2016-12-31$20,171,964
Value of total assets at beginning of year2016-12-31$18,466,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$179
Total interest from all sources2016-12-31$537,052
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,167,113
Participant contributions at end of year2016-12-31$174,513
Participant contributions at beginning of year2016-12-31$170,703
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$22,451
Other income not declared elsewhere2016-12-31$460
Administrative expenses (other) incurred2016-12-31$179
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$1,705,508
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,171,964
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,466,456
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$18,913,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,365,205
Interest on participant loans2016-12-31$6,918
Interest earned on other investments2016-12-31$530,134
Value of interest in common/collective trusts at end of year2016-12-31$1,083,569
Value of interest in common/collective trusts at beginning of year2016-12-31$930,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$70,853
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,033,494
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-732,983
Total unrealized appreciation/depreciation of assets2015-12-31$-732,983
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$1,241,169
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,237,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,237,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,282,916
Value of total assets at end of year2015-12-31$18,466,456
Value of total assets at beginning of year2015-12-31$18,462,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$219
Total interest from all sources2015-12-31$699,248
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,145,544
Participant contributions at end of year2015-12-31$170,703
Participant contributions at beginning of year2015-12-31$262,623
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$137,372
Administrative expenses (other) incurred2015-12-31$219
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$3,515
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,466,456
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,462,941
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$17,365,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,305,940
Interest on participant loans2015-12-31$9,705
Interest earned on other investments2015-12-31$689,543
Value of interest in common/collective trusts at end of year2015-12-31$930,548
Value of interest in common/collective trusts at beginning of year2015-12-31$894,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,012
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,237,435
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 401K SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$719,211
Total unrealized appreciation/depreciation of assets2014-12-31$719,211
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$2,437,880
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,118,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,118,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,065,750
Value of total assets at end of year2014-12-31$18,462,941
Value of total assets at beginning of year2014-12-31$17,143,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$223
Total interest from all sources2014-12-31$522,960
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,003,162
Participant contributions at end of year2014-12-31$262,623
Participant contributions at beginning of year2014-12-31$267,748
Participant contributions at beginning of year2014-12-31$38,000
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$62,588
Administrative expenses (other) incurred2014-12-31$223
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$1,319,295
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,462,941
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,143,646
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$17,305,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,024,324
Interest on participant loans2014-12-31$11,450
Interest earned on other investments2014-12-31$511,510
Value of interest in common/collective trusts at end of year2014-12-31$894,378
Value of interest in common/collective trusts at beginning of year2014-12-31$813,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$129,959
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,118,362
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 401K SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,285,340
Total unrealized appreciation/depreciation of assets2013-12-31$2,285,340
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$4,086,367
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$937,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$937,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,251,962
Value of total assets at end of year2013-12-31$17,143,646
Value of total assets at beginning of year2013-12-31$13,995,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$164
Total interest from all sources2013-12-31$424,644
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$950,715
Participant contributions at end of year2013-12-31$267,748
Participant contributions at beginning of year2013-12-31$141,169
Participant contributions at end of year2013-12-31$38,000
Participant contributions at beginning of year2013-12-31$33,020
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$301,247
Administrative expenses (other) incurred2013-12-31$164
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$3,148,396
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,143,646
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,995,250
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$16,024,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,892,866
Interest on participant loans2013-12-31$8,004
Interest earned on other investments2013-12-31$416,640
Value of interest in common/collective trusts at end of year2013-12-31$813,574
Value of interest in common/collective trusts at beginning of year2013-12-31$928,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$124,421
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$937,807
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 401K SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,050,166
Total unrealized appreciation/depreciation of assets2012-12-31$1,050,166
Total income from all sources (including contributions)2012-12-31$2,487,410
Total of all expenses incurred2012-12-31$855,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$855,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$934,495
Value of total assets at end of year2012-12-31$13,995,250
Value of total assets at beginning of year2012-12-31$12,363,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$216
Total interest from all sources2012-12-31$312,985
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$843,943
Participant contributions at end of year2012-12-31$141,169
Participant contributions at beginning of year2012-12-31$141,328
Participant contributions at end of year2012-12-31$33,020
Participant contributions at beginning of year2012-12-31$30,851
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$90,552
Administrative expenses (other) incurred2012-12-31$216
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$1,631,852
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,995,250
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,363,398
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$12,892,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,422,328
Interest on participant loans2012-12-31$6,226
Interest earned on other investments2012-12-31$306,759
Value of interest in common/collective trusts at end of year2012-12-31$928,195
Value of interest in common/collective trusts at beginning of year2012-12-31$768,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$189,764
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$855,342
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-219,822
Total unrealized appreciation/depreciation of assets2011-12-31$-219,822
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$1,024,543
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$365,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$365,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$959,562
Value of total assets at end of year2011-12-31$12,363,398
Value of total assets at beginning of year2011-12-31$11,704,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$228
Total interest from all sources2011-12-31$280,898
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$826,720
Participant contributions at end of year2011-12-31$141,328
Participant contributions at beginning of year2011-12-31$184,615
Participant contributions at end of year2011-12-31$30,851
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$132,842
Other income not declared elsewhere2011-12-31$3,905
Administrative expenses (other) incurred2011-12-31$228
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$659,021
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,363,398
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,704,377
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$11,422,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,786,897
Interest on participant loans2011-12-31$8,350
Interest earned on other investments2011-12-31$272,548
Value of interest in common/collective trusts at end of year2011-12-31$768,891
Value of interest in common/collective trusts at beginning of year2011-12-31$732,865
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$365,294
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 401K SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,069,119
Total unrealized appreciation/depreciation of assets2010-12-31$1,069,119
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$2,093,563
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$664,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$663,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$772,012
Value of total assets at end of year2010-12-31$11,704,378
Value of total assets at beginning of year2010-12-31$10,274,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$309
Total interest from all sources2010-12-31$232,381
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$768,076
Participant contributions at end of year2010-12-31$184,615
Participant contributions at beginning of year2010-12-31$162,047
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,936
Administrative expenses (other) incurred2010-12-31$309
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$1,429,538
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,704,378
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,274,840
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$10,786,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,565,325
Interest on participant loans2010-12-31$11,159
Interest earned on other investments2010-12-31$221,222
Value of interest in common/collective trusts at end of year2010-12-31$732,866
Value of interest in common/collective trusts at beginning of year2010-12-31$547,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$20,051
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$663,716
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 401K SAVINGS 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

Form 5500 Responses for THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN

2022: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS 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 401K SAVINGS 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 401K SAVINGS 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 401K SAVINGS 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 401K SAVINGS 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 401K SAVINGS 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 401K SAVINGS 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 401K SAVINGS 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 401K SAVINGS 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 401K SAVINGS 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 401K SAVINGS 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 401K SAVINGS 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 401K SAVINGS 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 401K SAVINGS 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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