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RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

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

Company Name:BADGER MUTUAL INSURANCE COMPANY
Employer identification number (EIN):390143380
NAIC Classification:524150

Additional information about BADGER MUTUAL INSURANCE COMPANY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0193139

More information about BADGER MUTUAL INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KELLY A JAYNES
0012016-01-01KELLY A JAYNES
0012015-01-01KAREN KIRK
0012014-01-01KAREN KIRK
0012013-01-01KAREN KIRK
0012012-01-01KAREN KIRK
0012011-01-01KAREN KIRK
0012010-01-01KAREN KIRK
0012009-01-01ROY R. BUBECK

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2022 401k membership
Market value of plan assets2022-12-3113,561,710
Acturial value of plan assets2022-12-3113,234,478
Funding target for retired participants and beneficiaries receiving payment2022-12-3110,523,314
Number of terminated vested participants2022-12-3119
Fundng target for terminated vested participants2022-12-31704,977
Active participant vested funding target2022-12-312,713,714
Number of active participants2022-12-3138
Total funding liabilities for active participants2022-12-312,713,714
Total participant count2022-12-31141
Total funding target for all participants2022-12-3113,942,005
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31468,120
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31491,245
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31491,245
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31491,245
Total employer contributions2022-12-31800,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31774,065
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3196,726
Net shortfall amortization installment of oustanding balance2022-12-311,198,772
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31218,865
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31218,865
Contributions allocatedtoward minimum required contributions for current year2022-12-31774,065
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01141
Total number of active participants reported on line 7a of the Form 55002022-01-0138
Number of retired or separated participants receiving benefits2022-01-0164
Number of other retired or separated participants entitled to future benefits2022-01-0118
Total of all active and inactive participants2022-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0119
Total participants2022-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2021 401k membership
Market value of plan assets2021-12-3112,823,795
Acturial value of plan assets2021-12-3112,417,595
Funding target for retired participants and beneficiaries receiving payment2021-12-3111,112,941
Number of terminated vested participants2021-12-3119
Fundng target for terminated vested participants2021-12-31714,432
Active participant vested funding target2021-12-313,371,749
Number of active participants2021-12-3143
Total funding liabilities for active participants2021-12-313,371,749
Total participant count2021-12-31143
Total funding target for all participants2021-12-3115,199,122
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-314,095
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-314,314
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31840,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31812,920
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3195,524
Net shortfall amortization installment of oustanding balance2021-12-312,781,527
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31344,800
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31344,800
Contributions allocatedtoward minimum required contributions for current year2021-12-31812,920
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01143
Total number of active participants reported on line 7a of the Form 55002021-01-0138
Number of retired or separated participants receiving benefits2021-01-0169
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0115
Total participants2021-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2020 401k membership
Market value of plan assets2020-12-3112,296,879
Acturial value of plan assets2020-12-3112,125,152
Funding target for retired participants and beneficiaries receiving payment2020-12-3111,102,299
Number of terminated vested participants2020-12-3122
Fundng target for terminated vested participants2020-12-31801,083
Active participant vested funding target2020-12-313,013,860
Number of active participants2020-12-3144
Total funding liabilities for active participants2020-12-313,013,860
Total participant count2020-12-31148
Total funding target for all participants2020-12-3114,917,242
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-314,504
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-314,753
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31840,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31812,627
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3195,312
Net shortfall amortization installment of oustanding balance2020-12-312,792,090
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31808,532
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31808,532
Contributions allocatedtoward minimum required contributions for current year2020-12-31812,627
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01148
Total number of active participants reported on line 7a of the Form 55002020-01-0143
Number of retired or separated participants receiving benefits2020-01-0168
Number of other retired or separated participants entitled to future benefits2020-01-0119
Total of all active and inactive participants2020-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0113
Total participants2020-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2019 401k membership
Market value of plan assets2019-12-3111,274,872
Acturial value of plan assets2019-12-3112,025,069
Funding target for retired participants and beneficiaries receiving payment2019-12-3111,129,361
Number of terminated vested participants2019-12-3122
Fundng target for terminated vested participants2019-12-31960,776
Active participant vested funding target2019-12-312,931,684
Number of active participants2019-12-3147
Total funding liabilities for active participants2019-12-312,931,684
Total participant count2019-12-31153
Total funding target for all participants2019-12-3115,021,821
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3115,600
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-3115,600
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31283,571
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31299,431
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31644,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31622,651
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3195,013
Net shortfall amortization installment of oustanding balance2019-12-312,996,752
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31618,147
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31618,147
Contributions allocatedtoward minimum required contributions for current year2019-12-31622,651
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01153
Total number of active participants reported on line 7a of the Form 55002019-01-0144
Number of retired or separated participants receiving benefits2019-01-0171
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0111
Total participants2019-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2018 401k membership
Market value of plan assets2018-12-3112,354,039
Acturial value of plan assets2018-12-3112,050,028
Funding target for retired participants and beneficiaries receiving payment2018-12-319,523,378
Number of terminated vested participants2018-12-3129
Fundng target for terminated vested participants2018-12-311,474,975
Active participant vested funding target2018-12-313,618,573
Number of active participants2018-12-3150
Total funding liabilities for active participants2018-12-313,618,573
Total participant count2018-12-31160
Total funding target for all participants2018-12-3114,616,926
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31482,827
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-31468,677
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3114,150
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3115,600
Total employer contributions2018-12-31888,400
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31848,931
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3195,520
Net shortfall amortization installment of oustanding balance2018-12-312,582,498
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31580,960
Prefunding balance elected to use to offset funding requirement2018-12-3115,600
Additional cash requirement2018-12-31565,360
Contributions allocatedtoward minimum required contributions for current year2018-12-31848,931
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01160
Total number of active participants reported on line 7a of the Form 55002018-01-0147
Number of retired or separated participants receiving benefits2018-01-0172
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0112
Total participants2018-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2017 401k membership
Market value of plan assets2017-12-3112,153,856
Acturial value of plan assets2017-12-3112,664,081
Funding target for retired participants and beneficiaries receiving payment2017-12-319,855,271
Number of terminated vested participants2017-12-3139
Fundng target for terminated vested participants2017-12-311,473,870
Active participant vested funding target2017-12-313,517,934
Number of active participants2017-12-3153
Total funding liabilities for active participants2017-12-313,518,498
Total participant count2017-12-31173
Total funding target for all participants2017-12-3114,847,639
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-311,191,771
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-31733,768
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31458,003
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31482,827
Total employer contributions2017-12-31450,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31430,329
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31101,378
Net shortfall amortization installment of oustanding balance2017-12-312,666,385
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31899,006
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-31468,677
Additional cash requirement2017-12-31430,329
Contributions allocatedtoward minimum required contributions for current year2017-12-31430,329
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01173
Total number of active participants reported on line 7a of the Form 55002017-01-0150
Number of retired or separated participants receiving benefits2017-01-0170
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0111
Total participants2017-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2016 401k membership
Market value of plan assets2016-12-3112,974,679
Acturial value of plan assets2016-12-3114,148,621
Funding target for retired participants and beneficiaries receiving payment2016-12-319,869,887
Number of terminated vested participants2016-12-3171
Fundng target for terminated vested participants2016-12-311,556,133
Active participant vested funding target2016-12-313,579,057
Number of active participants2016-12-3160
Total funding liabilities for active participants2016-12-313,607,646
Total participant count2016-12-31211
Total funding target for all participants2016-12-3115,033,666
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-311,757,845
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-31523,361
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-311,234,484
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-311,191,771
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31119,004
Net shortfall amortization installment of oustanding balance2016-12-312,076,816
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31733,768
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-31733,768
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01211
Total number of active participants reported on line 7a of the Form 55002016-01-0153
Number of retired or separated participants receiving benefits2016-01-0168
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0113
Total participants2016-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2015 401k membership
Total participants, beginning-of-year2015-01-01213
Total number of active participants reported on line 7a of the Form 55002015-01-0160
Number of retired or separated participants receiving benefits2015-01-0170
Number of other retired or separated participants entitled to future benefits2015-01-0171
Total of all active and inactive participants2015-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0110
Total participants2015-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2014 401k membership
Total participants, beginning-of-year2014-01-01216
Total number of active participants reported on line 7a of the Form 55002014-01-0176
Number of retired or separated participants receiving benefits2014-01-0165
Number of other retired or separated participants entitled to future benefits2014-01-0162
Total of all active and inactive participants2014-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0110
Total participants2014-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2013 401k membership
Total participants, beginning-of-year2013-01-01217
Total number of active participants reported on line 7a of the Form 55002013-01-0189
Number of retired or separated participants receiving benefits2013-01-0159
Number of other retired or separated participants entitled to future benefits2013-01-0157
Total of all active and inactive participants2013-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0111
Total participants2013-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2012 401k membership
Total participants, beginning-of-year2012-01-01217
Total number of active participants reported on line 7a of the Form 55002012-01-0188
Number of retired or separated participants receiving benefits2012-01-0154
Number of other retired or separated participants entitled to future benefits2012-01-0160
Total of all active and inactive participants2012-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0110
Total participants2012-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2011 401k membership
Total participants, beginning-of-year2011-01-01217
Total number of active participants reported on line 7a of the Form 55002011-01-0195
Number of retired or separated participants receiving benefits2011-01-0151
Number of other retired or separated participants entitled to future benefits2011-01-0156
Total of all active and inactive participants2011-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0110
Total participants2011-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2010 401k membership
Total participants, beginning-of-year2010-01-01213
Total number of active participants reported on line 7a of the Form 55002010-01-01108
Number of retired or separated participants receiving benefits2010-01-0144
Number of other retired or separated participants entitled to future benefits2010-01-0155
Total of all active and inactive participants2010-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0110
Total participants2010-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2009 401k membership
Total participants, beginning-of-year2009-01-01201
Total number of active participants reported on line 7a of the Form 55002009-01-01117
Number of retired or separated participants receiving benefits2009-01-0142
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY

Measure Date Value
2022 : RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-409,154
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,227,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,040,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$800,000
Value of total assets at end of year2022-12-31$11,925,126
Value of total assets at beginning of year2022-12-31$13,562,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$187,804
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$414,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$414,671
Administrative expenses professional fees incurred2022-12-31$26,920
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$900,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$96,726
Total non interest bearing cash at end of year2022-12-31$100,875
Total non interest bearing cash at beginning of year2022-12-31$145,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,637,110
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,925,126
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,562,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$64,158
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,624,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,206,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,623,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$800,000
Employer contributions (assets) at end of year2022-12-31$200,000
Employer contributions (assets) at beginning of year2022-12-31$210,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,040,152
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 name2022-12-31REILLY, PENNER AND BENTON LLP
Accountancy firm EIN2022-12-31390747409
2021 : RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$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$1,959,583
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,221,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,052,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$840,000
Value of total assets at end of year2021-12-31$13,562,236
Value of total assets at beginning of year2021-12-31$12,823,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$169,048
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$334,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$334,703
Administrative expenses professional fees incurred2021-12-31$12,478
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$900,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$95,524
Total non interest bearing cash at end of year2021-12-31$145,307
Total non interest bearing cash at beginning of year2021-12-31$302,589
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$738,322
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,562,236
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,823,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$61,046
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,206,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,311,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$784,880
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$840,000
Employer contributions (assets) at end of year2021-12-31$210,000
Employer contributions (assets) at beginning of year2021-12-31$210,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,052,213
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 name2021-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2021-12-31391969986
2020 : RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$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$1,764,169
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,237,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,064,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$840,000
Value of total assets at end of year2020-12-31$12,823,914
Value of total assets at beginning of year2020-12-31$12,296,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$172,213
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$233,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$233,486
Administrative expenses professional fees incurred2020-12-31$9,600
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$900,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$95,312
Total non interest bearing cash at end of year2020-12-31$302,589
Total non interest bearing cash at beginning of year2020-12-31$284,070
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$527,011
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,823,914
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,296,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$67,301
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,311,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,851,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$690,683
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$840,000
Employer contributions (assets) at end of year2020-12-31$210,000
Employer contributions (assets) at beginning of year2020-12-31$161,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,064,945
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2020-12-31391969986
2019 : RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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$2,278,473
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,259,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,072,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$644,000
Value of total assets at end of year2019-12-31$12,296,903
Value of total assets at beginning of year2019-12-31$11,277,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$186,612
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$340,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$340,743
Administrative expenses professional fees incurred2019-12-31$23,783
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$900,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$95,013
Total non interest bearing cash at end of year2019-12-31$284,070
Total non interest bearing cash at beginning of year2019-12-31$316,245
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$1,019,156
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,296,903
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,277,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$67,816
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,851,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,510,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,293,730
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$644,000
Employer contributions (assets) at end of year2019-12-31$161,000
Employer contributions (assets) at beginning of year2019-12-31$451,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,072,705
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 name2019-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2019-12-31391969986
2018 : RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$18,000
Total income from all sources (including contributions)2018-12-31$308,290
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,366,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,167,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$888,400
Value of total assets at end of year2018-12-31$11,277,747
Value of total assets at beginning of year2018-12-31$12,354,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$199,538
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$342,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$342,604
Administrative expenses professional fees incurred2018-12-31$35,486
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$900,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$95,520
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$18,000
Total non interest bearing cash at end of year2018-12-31$316,245
Total non interest bearing cash at beginning of year2018-12-31$115,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,058,480
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,277,747
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,336,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$68,532
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,510,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,713,946
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$374,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-925,324
Net investment gain/loss from pooled separate accounts2018-12-31$2,610
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$888,400
Employer contributions (assets) at end of year2018-12-31$451,000
Employer contributions (assets) at beginning of year2018-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,167,232
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 name2018-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2018-12-31391969986
2017 : RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$18,000
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$1,701,423
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,519,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,326,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$450,000
Value of total assets at end of year2017-12-31$12,354,227
Value of total assets at beginning of year2017-12-31$12,153,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$192,803
Total interest from all sources2017-12-31$134
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$221,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$221,114
Administrative expenses professional fees incurred2017-12-31$22,401
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$900,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$101,378
Liabilities. Value of operating payables at end of year2017-12-31$18,000
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$115,802
Total non interest bearing cash at beginning of year2017-12-31$280,083
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$182,371
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,336,227
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,153,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$69,024
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,713,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,516,048
Value of interest in pooled separate accounts at end of year2017-12-31$374,479
Value of interest in pooled separate accounts at beginning of year2017-12-31$357,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,013,421
Net investment gain/loss from pooled separate accounts2017-12-31$16,754
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$450,000
Employer contributions (assets) at end of year2017-12-31$150,000
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,326,249
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 name2017-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2017-12-31391969986
2016 : RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$756,259
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,577,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,361,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$12,153,856
Value of total assets at beginning of year2016-12-31$12,974,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$215,546
Total interest from all sources2016-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$240,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$240,298
Administrative expenses professional fees incurred2016-12-31$23,834
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$900,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$119,004
Total non interest bearing cash at end of year2016-12-31$280,083
Total non interest bearing cash at beginning of year2016-12-31$7,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-820,823
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,153,856
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,974,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$72,708
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,516,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,362,868
Value of interest in pooled separate accounts at end of year2016-12-31$357,725
Value of interest in pooled separate accounts at beginning of year2016-12-31$340,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$263,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$263,350
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$499,160
Net investment gain/loss from pooled separate accounts2016-12-31$16,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,361,536
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 name2016-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2016-12-31391969986
2015 : RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$0
Total income from all sources (including contributions)2015-12-31$-379,765
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,141,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$941,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$12,974,679
Value of total assets at beginning of year2015-12-31$14,495,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$199,940
Total interest from all sources2015-12-31$25
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$312,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$312,461
Administrative expenses professional fees incurred2015-12-31$23,050
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$900,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$101,673
Total non interest bearing cash at end of year2015-12-31$7,536
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,521,167
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,974,679
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,495,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$75,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,362,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,524,506
Value of interest in pooled separate accounts at end of year2015-12-31$340,925
Value of interest in pooled separate accounts at beginning of year2015-12-31$327,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$263,350
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$343,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$343,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-705,649
Net investment gain/loss from pooled separate accounts2015-12-31$13,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$941,462
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 name2015-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2015-12-31391969986
2014 : RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$606,920
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$950,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$779,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$300,000
Value of total assets at end of year2014-12-31$14,495,846
Value of total assets at beginning of year2014-12-31$14,839,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$170,813
Total interest from all sources2014-12-31$18
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$310,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$310,333
Administrative expenses professional fees incurred2014-12-31$119,237
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$900,000
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
Administrative expenses (other) incurred2014-12-31$51,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-343,274
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,495,846
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,839,120
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$13,524,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,192,530
Value of interest in pooled separate accounts at end of year2014-12-31$327,527
Value of interest in pooled separate accounts at beginning of year2014-12-31$315,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$343,813
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$331,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$331,095
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-15,464
Net investment gain/loss from pooled separate accounts2014-12-31$12,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$300,000
Employer contributions (assets) at end of year2014-12-31$300,000
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$779,381
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 name2014-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2014-12-31390747409
2013 : RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$1,301,372
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$764,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$657,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$300,000
Value of total assets at end of year2013-12-31$14,839,120
Value of total assets at beginning of year2013-12-31$14,302,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$106,888
Total interest from all sources2013-12-31$30
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$205,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$205,724
Administrative expenses professional fees incurred2013-12-31$18,200
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$900,000
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
Administrative expenses (other) incurred2013-12-31$7,809
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$536,689
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,839,120
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,302,431
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
Investment advisory and management fees2013-12-31$80,879
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,192,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,727,997
Value of interest in pooled separate accounts at end of year2013-12-31$315,495
Value of interest in pooled separate accounts at beginning of year2013-12-31$299,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$331,095
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$174,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$174,964
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$30
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$779,593
Net investment gain/loss from pooled separate accounts2013-12-31$16,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$300,000
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$657,795
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 name2013-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2013-12-31390747409
2012 : RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,395,816
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$742,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$625,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$400,000
Value of total assets at end of year2012-12-31$14,302,431
Value of total assets at beginning of year2012-12-31$13,649,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$117,021
Total interest from all sources2012-12-31$15
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$256,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$256,697
Administrative expenses professional fees incurred2012-12-31$37,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$900,000
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
Administrative expenses (other) incurred2012-12-31$6,579
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$652,880
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,302,431
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,649,551
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
Investment advisory and management fees2012-12-31$73,442
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,727,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,806,985
Value of interest in pooled separate accounts at end of year2012-12-31$299,470
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$174,964
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$242,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$242,566
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$15
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$739,634
Net investment gain/loss from pooled separate accounts2012-12-31$-530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$400,000
Employer contributions (assets) at end of year2012-12-31$100,000
Employer contributions (assets) at beginning of year2012-12-31$1,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$625,915
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 name2012-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2012-12-31390747409
2011 : RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$2,013,797
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$685,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$587,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,900,000
Value of total assets at end of year2011-12-31$13,649,551
Value of total assets at beginning of year2011-12-31$12,321,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$98,101
Total interest from all sources2011-12-31$40
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$202,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$202,195
Administrative expenses professional fees incurred2011-12-31$19,330
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$900,000
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
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$1,327,878
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,649,551
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,321,673
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
Investment advisory and management fees2011-12-31$78,771
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,806,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,228,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$242,566
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$40
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-88,438
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$1,900,000
Employer contributions (assets) at end of year2011-12-31$1,600,000
Employer contributions (assets) at beginning of year2011-12-31$93,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$587,818
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2011-12-31390747409
2010 : RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$1,262,615
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$529,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$492,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$399,000
Value of total assets at end of year2010-12-31$12,321,673
Value of total assets at beginning of year2010-12-31$11,588,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$37,324
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$284,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$284,027
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$900,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$37,324
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$732,710
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,321,673
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,588,963
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$12,228,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,462,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$579,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$399,000
Employer contributions (assets) at end of year2010-12-31$93,000
Employer contributions (assets) at beginning of year2010-12-31$126,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$492,581
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2010-12-31390747409
2009 : RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 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 RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY

2022: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 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: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 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: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 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: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 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: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 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: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 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: RETIREMENT PLAN FOR EMPLOYEES OF BADGER MUTUAL INSURANCE COMPANY 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

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number312 041 555
Policy instance 1
Insurance contract or identification number312 041 555
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number312 041 555
Policy instance 1
Insurance contract or identification number312 041 555
Number of Individuals Covered211
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number312 041 555
Policy instance 1
Insurance contract or identification number312 041 555
Number of Individuals Covered213
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number312 041 555
Policy instance 1
Insurance contract or identification number312 041 555
Number of Individuals Covered216
Insurance policy start date2013-08-15
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number312 041 555
Policy instance 1
Insurance contract or identification number312 041 555
Number of Individuals Covered212
Insurance policy start date2012-08-15
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,500
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,250
Insurance broker organization code?3
Insurance broker nameCHAD HUENINK

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