GOLDEN RULE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2012 : GOLDEN RULE SPIN-OFF PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-11-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-11-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-11-30 | $0 |
Total income from all sources (including contributions) | 2012-11-30 | $3,275,808 |
Total loss/gain on sale of assets | 2012-11-30 | $0 |
Total of all expenses incurred | 2012-11-30 | $84,959,732 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-11-30 | $84,959,732 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-11-30 | $0 |
Value of total assets at end of year | 2012-11-30 | $0 |
Value of total assets at beginning of year | 2012-11-30 | $81,683,924 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-11-30 | $0 |
Total interest from all sources | 2012-11-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-11-30 | $385,297 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-11-30 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2012-11-30 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-11-30 | $385,297 |
Was this plan covered by a fidelity bond | 2012-11-30 | Yes |
Value of fidelity bond cover | 2012-11-30 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2012-11-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-11-30 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-11-30 | $18,698 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-11-30 | No |
Value of net income/loss | 2012-11-30 | $-81,683,924 |
Value of net assets at end of year (total assets less liabilities) | 2012-11-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-11-30 | $81,683,924 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-11-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-11-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-11-30 | $52,056,419 |
Value of interest in common/collective trusts at end of year | 2012-11-30 | $0 |
Value of interest in common/collective trusts at beginning of year | 2012-11-30 | $29,627,505 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-11-30 | $2,522,414 |
Net investment gain or loss from common/collective trusts | 2012-11-30 | $368,097 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-11-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-11-30 | $84,941,034 |
Did the plan have assets held for investment | 2012-11-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-11-30 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-11-30 | Disclaimer |
Accountancy firm name | 2012-11-30 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2012-11-30 | 133891517 |
2011 : GOLDEN RULE SPIN-OFF PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $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 | $125,146 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $6,653,246 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $6,648,906 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
Value of total assets at end of year | 2011-12-31 | $81,683,924 |
Value of total assets at beginning of year | 2011-12-31 | $88,212,024 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,340 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,299,302 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,299,302 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $488 |
Other income not declared elsewhere | 2011-12-31 | $35 |
Administrative expenses (other) incurred | 2011-12-31 | $4,340 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-6,528,100 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $81,683,924 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $88,212,024 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $52,056,419 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $59,795,954 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $29,627,505 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $28,416,070 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-869,825 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-304,366 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $6,648,418 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2011-12-31 | 133891517 |
2010 : GOLDEN RULE SPIN-OFF PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $83,958,432 |
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 | $8,446,255 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $4,192,663 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $4,192,663 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
Value of total assets at end of year | 2010-12-31 | $88,212,024 |
Value of total assets at beginning of year | 2010-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,024,652 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2010-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,024,652 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Other income not declared elsewhere | 2010-12-31 | $2,374 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $4,253,592 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $88,212,024 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $59,795,954 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $28,416,070 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $5,819,360 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $1,599,869 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $4,192,663 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2010-12-31 | 133891517 |