401k Plan data: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY plan

THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 401k Plan overview

Plan Name	THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY
Plan identification number	001

THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name: SHELTER MUTUAL INSURANCE COMPANY

Employer identification number (EIN): 430631000

Additional information about SHELTER MUTUAL INSURANCE COMPANY

Jurisdiction of Incorporation: Missouri Secretary of State

Incorporation Date:

Company Identification Number: I00000573

More information about SHELTER MUTUAL INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 JAMES CUVA CHRISTINA WORKMAN 2012-07-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2011-01-01	JAMES CUVA		CHRISTINA WORKMAN	2012-07-31

Plan Statistics for THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY

401k plan membership statisitcs for THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY

Measure Date Value
2011: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2,264
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,719
Number of retired or separated participants receiving benefits 2011-01-01 7
Number of other retired or separated participants entitled to future benefits 2011-01-01 537
Total of all active and inactive participants 2011-01-01 2,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 11
Total participants 2011-01-01 2,274
Number of participants with account balances 2011-01-01 2,274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2011: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2,264
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,719
Number of retired or separated participants receiving benefits	2011-01-01	7
Number of other retired or separated participants entitled to future benefits	2011-01-01	537
Total of all active and inactive participants	2011-01-01	2,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	11
Total participants	2011-01-01	2,274
Number of participants with account balances	2011-01-01	2,274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY

Measure	Date	Value
2011 : THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-4,424,383
Total unrealized appreciation/depreciation of assets	2011-12-31	$-4,424,383
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$6,187
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$7,749
Total income from all sources (including contributions)	2011-12-31	$15,770,724
Total loss/gain on sale of assets	2011-12-31	$6,726,240
Total of all expenses incurred	2011-12-31	$21,421,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$21,421,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$7,230,645
Value of total assets at end of year	2011-12-31	$328,325,823
Value of total assets at beginning of year	2011-12-31	$333,978,570
Total interest from all sources	2011-12-31	$1,636,508
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$4,600,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$21,421,908
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$7,230,645
Participant contributions at end of year	2011-12-31	$12,005,701
Participant contributions at beginning of year	2011-12-31	$11,729,911
Participant contributions at end of year	2011-12-31	$265,530
Participant contributions at beginning of year	2011-12-31	$238,450
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$822,380
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$755,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$6,187
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$7,749
Other income not declared elsewhere	2011-12-31	$763
Total non interest bearing cash at end of year	2011-12-31	$677,805
Total non interest bearing cash at beginning of year	2011-12-31	$4,450,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-5,651,185
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$328,319,636
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$333,970,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Interest on participant loans	2011-12-31	$274,357
Income. Interest from US Government securities	2011-12-31	$1,308,721
Income. Interest from corporate debt instruments	2011-12-31	$48,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$506,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$501,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$501,179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$5,216
Asset value of US Government securities at end of year	2011-12-31	$97,266,493
Asset value of US Government securities at beginning of year	2011-12-31	$59,160,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Employer contributions (assets) at beginning of year	2011-12-31	$9,022,702
Income. Dividends from common stock	2011-12-31	$4,600,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$21,421,909
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$27,196,088
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$54,384,446
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$189,585,431
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$193,735,186
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$33,413,486
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$26,687,246
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2011-12-31	346565596

Form 5500 Responses for THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY

2011: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SHELTER MUTUAL INSURANCE COMPANY
Employer identification number (EIN):	430631000

Jurisdiction of Incorporation:	Missouri Secretary of State
Incorporation Date:
Company Identification Number:	I00000573