401k Plan data: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST plan

SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 401k Plan overview

Plan Name	SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST
Plan identification number	001

SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTHERN INSURANCE UNDERWRITERS,INC has sponsored the creation of one or more 401k plans.

Company Name: SOUTHERN INSURANCE UNDERWRITERS,INC

Employer identification number (EIN): 580939621

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01 WESLEY DUESENBERG III 2021-10-08 WESLEY DUESENBERG III 2021-10-08
001 2019-01-01 WESLEY DUESENBERG, JR. 2020-08-25 WESLEY DUESENBERG, JR. 2020-08-25
001 2018-01-01 WESLEY DUESENBERG, JR. 2019-09-19
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 WESLEY DUESENBERG, JR.
001 2013-01-01 WESLEY DUESENBERG, JR.
001 2012-01-01 WESLEY DUESENBERG, JR.
001 2011-01-01 WESLEY DUESENBERG, JR.
001 2010-01-01 WESLEY DUESENBERG, JR.
001 2009-01-01 WESLEY DUESENBERG

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01	WESLEY DUESENBERG III	2021-10-08	WESLEY DUESENBERG III	2021-10-08
001	2019-01-01	WESLEY DUESENBERG, JR.	2020-08-25	WESLEY DUESENBERG, JR.	2020-08-25
001	2018-01-01	WESLEY DUESENBERG, JR.	2019-09-19
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	WESLEY DUESENBERG, JR.
001	2013-01-01	WESLEY DUESENBERG, JR.
001	2012-01-01	WESLEY DUESENBERG, JR.
001	2011-01-01	WESLEY DUESENBERG, JR.
001	2010-01-01	WESLEY DUESENBERG, JR.
001	2009-01-01	WESLEY DUESENBERG

Plan Statistics for SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST

401k plan membership statisitcs for SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST

Measure Date Value
2022: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 122
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 32
Total of all active and inactive participants 2022-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 154
Number of participants with account balances 2022-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 25
2021: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 132
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 29
Total of all active and inactive participants 2021-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 161
Number of participants with account balances 2021-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 28
2020: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 140
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 26
Total of all active and inactive participants 2020-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 166
Number of participants with account balances 2020-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 14
2019: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 142
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 29
Total of all active and inactive participants 2019-01-01 171
Total participants 2019-01-01 171
Number of participants with account balances 2019-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 8
2018: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 144
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 25
Total of all active and inactive participants 2018-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 169
Number of participants with account balances 2018-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 139
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 30
Total of all active and inactive participants 2017-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 169
Number of participants with account balances 2017-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 15
2016: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 149
Number of retired or separated participants receiving benefits 2016-01-01 4
Number of other retired or separated participants entitled to future benefits 2016-01-01 26
Total of all active and inactive participants 2016-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 179
Number of participants with account balances 2016-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 17
2015: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 154
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 18
Total of all active and inactive participants 2015-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 175
Number of participants with account balances 2015-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 19
2014: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 157
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 29
Total of all active and inactive participants 2014-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 188
Number of participants with account balances 2014-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 5
2013: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 148
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 15
Total of all active and inactive participants 2013-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 163
Number of participants with account balances 2013-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5
2012: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 141
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 15
Total of all active and inactive participants 2012-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 156
Number of participants with account balances 2012-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 154
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 10
Total of all active and inactive participants 2011-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 164
Number of participants with account balances 2011-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2010: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 155
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 20
Total of all active and inactive participants 2010-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 175
Number of participants with account balances 2010-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 149
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 32
Total of all active and inactive participants 2009-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 181
Number of participants with account balances 2009-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2022: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	122
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	32
Total of all active and inactive participants	2022-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	154
Number of participants with account balances	2022-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	25
2021: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	132
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	29
Total of all active and inactive participants	2021-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	161
Number of participants with account balances	2021-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	28
2020: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	140
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	26
Total of all active and inactive participants	2020-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	166
Number of participants with account balances	2020-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	14
2019: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	142
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	29
Total of all active and inactive participants	2019-01-01	171
Total participants	2019-01-01	171
Number of participants with account balances	2019-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	8
2018: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	144
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	25
Total of all active and inactive participants	2018-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	169
Number of participants with account balances	2018-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	139
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	30
Total of all active and inactive participants	2017-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	169
Number of participants with account balances	2017-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	15
2016: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	149
Number of retired or separated participants receiving benefits	2016-01-01	4
Number of other retired or separated participants entitled to future benefits	2016-01-01	26
Total of all active and inactive participants	2016-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	179
Number of participants with account balances	2016-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	17
2015: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	154
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	18
Total of all active and inactive participants	2015-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	175
Number of participants with account balances	2015-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	19
2014: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	157
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	29
Total of all active and inactive participants	2014-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	188
Number of participants with account balances	2014-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	5
2013: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	148
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	15
Total of all active and inactive participants	2013-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	163
Number of participants with account balances	2013-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5
2012: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	141
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	15
Total of all active and inactive participants	2012-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	156
Number of participants with account balances	2012-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	154
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	10
Total of all active and inactive participants	2011-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	164
Number of participants with account balances	2011-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2010: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	155
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	20
Total of all active and inactive participants	2010-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	175
Number of participants with account balances	2010-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	149
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	32
Total of all active and inactive participants	2009-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	181
Number of participants with account balances	2009-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST

Measure	Date	Value
2022 : SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$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
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-492,294
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,893,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,875,031
Expenses. Certain deemed distributions of participant loans	2022-12-31	$6,064
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$776,182
Value of total assets at end of year	2022-12-31	$5,497,744
Value of total assets at beginning of year	2022-12-31	$7,883,495
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$12,362
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$5,690
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$148,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$148,676
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$506,822
Participant contributions at end of year	2022-12-31	$89,949
Participant contributions at beginning of year	2022-12-31	$143,734
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$268,654
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-2,385,751
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,497,744
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,883,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$705
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,407,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$7,572,044
Interest on participant loans	2022-12-31	$5,690
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,422,842
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$706
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$167,717
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,875,031
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$11,657
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BENNETT THRASHER
Accountancy firm EIN	2022-12-31	581673613
2021 : SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$0
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$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	$26,523
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,618,937
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,248,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,205,560
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$26,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$701,255
Value of total assets at end of year	2021-12-31	$7,883,495
Value of total assets at beginning of year	2021-12-31	$7,539,929
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$16,765
Total income from rents	2021-12-31	$0
Total interest from all sources	2021-12-31	$8,780
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$193,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$193,857
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$663,787
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$530,568
Participant contributions at end of year	2021-12-31	$143,734
Participant contributions at beginning of year	2021-12-31	$173,396
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$577
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,970
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$100
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$0
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$1,401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$370,089
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,883,495
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,513,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$7,572,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,481,119
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$8,780
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$0
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$0
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$0
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$35,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$35,511
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$715,045
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$0
Net gain/loss from 103.12 investment entities	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$167,717
Employer contributions (assets) at end of year	2021-12-31	$167,717
Employer contributions (assets) at beginning of year	2021-12-31	$184,038
Income. Dividends from preferred stock	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,205,560
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Contract administrator fees	2021-12-31	$16,765
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$26,523
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BENNETT THRASHER
Accountancy firm EIN	2021-12-31	581673613
2020 : SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$26,523
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	$1,661,442
Total of all expenses incurred	2020-12-31	$1,195,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,131,013
Expenses. Certain deemed distributions of participant loans	2020-12-31	$4,350
Value of total corrective distributions	2020-12-31	$26,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$757,588
Value of total assets at end of year	2020-12-31	$7,539,929
Value of total assets at beginning of year	2020-12-31	$7,047,552
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$33,702
Total interest from all sources	2020-12-31	$8,264
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$232,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$232,478
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$573,550
Participant contributions at end of year	2020-12-31	$173,396
Participant contributions at beginning of year	2020-12-31	$126,661
Participant contributions at end of year	2020-12-31	$577
Participant contributions at beginning of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$100
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$400
Total non interest bearing cash at end of year	2020-12-31	$1,401
Total non interest bearing cash at beginning of year	2020-12-31	$3,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$465,854
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,513,406
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,047,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,481,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,037,969
Interest on participant loans	2020-12-31	$8,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$35,511
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$63,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$63,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$663,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$184,038
Employer contributions (assets) at end of year	2020-12-31	$184,038
Employer contributions (assets) at beginning of year	2020-12-31	$158,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,131,013
Contract administrator fees	2020-12-31	$33,702
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$663,787
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$657,500
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$26,523
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BENNETT THRASHER LLP
Accountancy firm EIN	2020-12-31	581673613
2019 : SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2019 401k financial data
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	$11,944
Total income from all sources (including contributions)	2019-12-31	$1,776,174
Total of all expenses incurred	2019-12-31	$858,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$829,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$635,837
Value of total assets at end of year	2019-12-31	$7,047,552
Value of total assets at beginning of year	2019-12-31	$6,142,230
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$29,359
Total interest from all sources	2019-12-31	$8,008
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$266,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$266,302
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$477,124
Participant contributions at end of year	2019-12-31	$126,661
Participant contributions at beginning of year	2019-12-31	$168,469
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$300
Total non interest bearing cash at end of year	2019-12-31	$3,161
Total non interest bearing cash at beginning of year	2019-12-31	$3,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$917,266
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,047,552
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,130,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,037,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,986,392
Interest on participant loans	2019-12-31	$8,008
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$184,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$63,148
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$70,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$70,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$866,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$158,713
Employer contributions (assets) at end of year	2019-12-31	$158,713
Employer contributions (assets) at beginning of year	2019-12-31	$171,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$829,549
Contract administrator fees	2019-12-31	$29,359
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$657,500
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$556,266
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$11,944
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2019-12-31	721396621
2018 : SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$11,944
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$382,981
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$510,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$465,302
Value of total corrective distributions	2018-12-31	$11,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$679,942
Value of total assets at end of year	2018-12-31	$6,142,230
Value of total assets at beginning of year	2018-12-31	$6,257,503
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$32,952
Total interest from all sources	2018-12-31	$5,537
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$294,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$294,725
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$508,133
Participant contributions at end of year	2018-12-31	$168,469
Participant contributions at beginning of year	2018-12-31	$114,121
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$300
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$200
Other income not declared elsewhere	2018-12-31	$233
Total non interest bearing cash at end of year	2018-12-31	$3,876
Total non interest bearing cash at beginning of year	2018-12-31	$366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-127,217
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,130,286
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,257,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,986,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,306,278
Interest on participant loans	2018-12-31	$5,537
Value of interest in common/collective trusts at end of year	2018-12-31	$184,313
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$70,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$76,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$76,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-597,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$171,809
Employer contributions (assets) at end of year	2018-12-31	$171,809
Employer contributions (assets) at beginning of year	2018-12-31	$162,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$465,302
Contract administrator fees	2018-12-31	$32,952
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$556,266
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$597,175
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$11,944
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2018-12-31	721396621
2017 : SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,490,674
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$192,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$164,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$683,383
Value of total assets at end of year	2017-12-31	$6,257,503
Value of total assets at beginning of year	2017-12-31	$4,959,276
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$28,194
Total interest from all sources	2017-12-31	$3,229
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$200,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$200,116
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$514,369
Participant contributions at end of year	2017-12-31	$114,121
Participant contributions at beginning of year	2017-12-31	$58,537
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$6,523
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$200
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$200
Liabilities. Value of operating payables at end of year	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$366
Total non interest bearing cash at beginning of year	2017-12-31	$2,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,298,227
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,257,503
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,959,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,306,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,082,247
Interest on participant loans	2017-12-31	$3,218
Interest earned on other investments	2017-12-31	$11
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$76,872
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$106,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$106,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$603,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$162,491
Employer contributions (assets) at end of year	2017-12-31	$162,491
Employer contributions (assets) at beginning of year	2017-12-31	$178,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$164,253
Contract administrator fees	2017-12-31	$28,194
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$597,175
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$530,303
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2017-12-31	721396621
2016 : SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$11,009
Total income from all sources (including contributions)	2016-12-31	$1,072,285
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$200,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$177,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$713,472
Value of total assets at end of year	2016-12-31	$4,959,276
Value of total assets at beginning of year	2016-12-31	$4,098,180
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$22,739
Total interest from all sources	2016-12-31	$6,287
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$169,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$169,752
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$535,272
Participant contributions at end of year	2016-12-31	$58,537
Participant contributions at beginning of year	2016-12-31	$54,363
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$200
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$400
Liabilities. Value of operating payables at end of year	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$11,009
Total non interest bearing cash at end of year	2016-12-31	$2,954
Total non interest bearing cash at beginning of year	2016-12-31	$2,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$872,105
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,959,276
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,087,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,082,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,306,384
Interest on participant loans	2016-12-31	$2,281
Interest earned on other investments	2016-12-31	$4,006
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$3,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$106,835
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$88,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$88,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$182,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$178,200
Employer contributions (assets) at end of year	2016-12-31	$178,200
Employer contributions (assets) at beginning of year	2016-12-31	$166,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$177,441
Contract administrator fees	2016-12-31	$22,739
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$530,303
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$476,756
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2016-12-31	721396621
2015 : SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$11,009
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$147
Total income from all sources (including contributions)	2015-12-31	$665,148
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,250,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,200,609
Value of total corrective distributions	2015-12-31	$11,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$681,466
Value of total assets at end of year	2015-12-31	$4,098,180
Value of total assets at beginning of year	2015-12-31	$6,673,003
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$39,215
Total interest from all sources	2015-12-31	$2,677
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$208,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$208,702
Administrative expenses professional fees incurred	2015-12-31	$24,406
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$514,752
Participant contributions at end of year	2015-12-31	$54,363
Participant contributions at beginning of year	2015-12-31	$65,354
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$7
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$200
Liabilities. Value of operating payables at end of year	2015-12-31	$11,009
Liabilities. Value of operating payables at beginning of year	2015-12-31	$147
Total non interest bearing cash at end of year	2015-12-31	$2,116
Total non interest bearing cash at beginning of year	2015-12-31	$5,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-2,585,685
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,087,171
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,672,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$14,809
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,306,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$761,353
Interest on participant loans	2015-12-31	$2,530
Interest earned on other investments	2015-12-31	$147
Value of interest in common/collective trusts at end of year	2015-12-31	$3,005
Value of interest in common/collective trusts at beginning of year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$88,442
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$243,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$243,928
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-227,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$166,714
Employer contributions (assets) at end of year	2015-12-31	$166,714
Employer contributions (assets) at beginning of year	2015-12-31	$157,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,200,609
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$476,756
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$5,439,575
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BABUSH, NEIMAN, KORNMAN & JOHNSON,
Accountancy firm EIN	2015-12-31	580942047
2014 : SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$147
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$1,078
Total income from all sources (including contributions)	2014-12-31	$1,272,844
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$726,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$658,494
Value of total corrective distributions	2014-12-31	$11,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$653,487
Value of total assets at end of year	2014-12-31	$6,676,062
Value of total assets at beginning of year	2014-12-31	$6,130,457
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$56,034
Total interest from all sources	2014-12-31	$2,477
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$113,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$113,264
Administrative expenses professional fees incurred	2014-12-31	$11,699
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$496,013
Participant contributions at end of year	2014-12-31	$65,354
Participant contributions at beginning of year	2014-12-31	$54,999
Participant contributions at end of year	2014-12-31	$7
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$120
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$200
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$231
Liabilities. Value of operating payables at end of year	2014-12-31	$147
Liabilities. Value of operating payables at beginning of year	2014-12-31	$1,078
Total non interest bearing cash at end of year	2014-12-31	$5,232
Total non interest bearing cash at beginning of year	2014-12-31	$439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$546,536
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,675,915
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,129,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$44,104
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$764,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,915,336
Interest on participant loans	2014-12-31	$2,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$243,928
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$750,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$750,362
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$201
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$503,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$157,354
Employer contributions (assets) at end of year	2014-12-31	$157,354
Employer contributions (assets) at beginning of year	2014-12-31	$115,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$658,494
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$5,439,575
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$2,293,971
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	BABUSH, NEIMAN, KORNMAN & JOHNSON,
Accountancy firm EIN	2014-12-31	580942047
2013 : SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$1,078
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$1,975
Total income from all sources (including contributions)	2013-12-31	$1,463,299
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,006,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$927,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$499,595
Value of total assets at end of year	2013-12-31	$6,130,457
Value of total assets at beginning of year	2013-12-31	$5,675,035
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$79,721
Total interest from all sources	2013-12-31	$2,280
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$39,652
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$384,245
Participant contributions at end of year	2013-12-31	$54,999
Participant contributions at beginning of year	2013-12-31	$58,202
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$961,424
Liabilities. Value of operating payables at end of year	2013-12-31	$1,078
Liabilities. Value of operating payables at beginning of year	2013-12-31	$1,975
Total non interest bearing cash at end of year	2013-12-31	$439
Total non interest bearing cash at beginning of year	2013-12-31	$928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$456,319
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,129,379
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,673,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$40,069
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,915,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,927,033
Interest on participant loans	2013-12-31	$2,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$750,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$646,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$646,752
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$1
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$115,350
Employer contributions (assets) at end of year	2013-12-31	$115,350
Employer contributions (assets) at beginning of year	2013-12-31	$115,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$927,259
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$2,293,971
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$1,926,796
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	BABUSH, NEIMAN, KORNMAN & JOHNSON,
Accountancy firm EIN	2013-12-31	580942047
2012 : SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$1,975
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$949
Total income from all sources (including contributions)	2012-12-31	$955,565
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$535,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$496,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$479,496
Value of total assets at end of year	2012-12-31	$5,675,035
Value of total assets at beginning of year	2012-12-31	$5,254,273
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$39,617
Total interest from all sources	2012-12-31	$2,551
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$10,803
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$373,072
Participant contributions at end of year	2012-12-31	$58,202
Participant contributions at beginning of year	2012-12-31	$38,616
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$473,518
Liabilities. Value of operating payables at end of year	2012-12-31	$1,975
Liabilities. Value of operating payables at beginning of year	2012-12-31	$949
Total non interest bearing cash at end of year	2012-12-31	$928
Total non interest bearing cash at beginning of year	2012-12-31	$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$419,736
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,673,060
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,253,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$28,814
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,927,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,297,016
Interest on participant loans	2012-12-31	$2,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$646,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$2,434,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$2,434,886
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$78
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$106,424
Employer contributions (assets) at end of year	2012-12-31	$115,324
Employer contributions (assets) at beginning of year	2012-12-31	$124,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$496,212
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$1,926,796
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$359,062
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	BABUSH, NEIMAN, KORNMAN & JOHNSON,
Accountancy firm EIN	2012-12-31	580942047
2011 : SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$120
Total unrealized appreciation/depreciation of assets	2011-12-31	$120
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$949
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$4,869
Total income from all sources (including contributions)	2011-12-31	$350,327
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$613,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$589,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$485,713
Value of total assets at end of year	2011-12-31	$5,254,273
Value of total assets at beginning of year	2011-12-31	$5,520,965
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$23,402
Total interest from all sources	2011-12-31	$1,514
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$21,681
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
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	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$361,023
Participant contributions at end of year	2011-12-31	$38,616
Participant contributions at beginning of year	2011-12-31	$33,431
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$600
Other income not declared elsewhere	2011-12-31	$-102,572
Liabilities. Value of operating payables at end of year	2011-12-31	$949
Liabilities. Value of operating payables at beginning of year	2011-12-31	$4,869
Total non interest bearing cash at end of year	2011-12-31	$3
Total non interest bearing cash at beginning of year	2011-12-31	$1,997
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	$-262,772
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,253,324
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,516,096
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
Investment advisory and management fees	2011-12-31	$1,721
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,297,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,845,472
Interest on participant loans	2011-12-31	$1,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$2,434,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$357,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$357,858
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-34,448
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
Contributions received in cash from employer	2011-12-31	$124,690
Employer contributions (assets) at end of year	2011-12-31	$124,690
Employer contributions (assets) at beginning of year	2011-12-31	$126,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$589,697
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$359,062
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$154,801
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	BABUSH, NEIMAN, KORNMAN & JOHNSON,
Accountancy firm EIN	2011-12-31	580942047
2010 : SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$11,994
Total unrealized appreciation/depreciation of assets	2010-12-31	$11,994
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$4,869
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$8,427
Total income from all sources (including contributions)	2010-12-31	$1,078,767
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$335,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$326,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$511,012
Value of total assets at end of year	2010-12-31	$5,520,965
Value of total assets at beginning of year	2010-12-31	$4,781,666
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$9,047
Total interest from all sources	2010-12-31	$116,754
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$383,318
Participant contributions at end of year	2010-12-31	$33,431
Participant contributions at beginning of year	2010-12-31	$9,638
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$600
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$600
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$888
Liabilities. Value of operating payables at end of year	2010-12-31	$4,869
Liabilities. Value of operating payables at beginning of year	2010-12-31	$8,427
Total non interest bearing cash at end of year	2010-12-31	$1,997
Total non interest bearing cash at beginning of year	2010-12-31	$10,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$742,857
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,516,096
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,773,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$9,047
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,845,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,240,043
Interest on participant loans	2010-12-31	$1,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$357,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$387,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$387,146
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$115,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$439,007
Net gain/loss from 103.12 investment entities	2010-12-31	$439,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$126,806
Employer contributions (assets) at end of year	2010-12-31	$126,806
Employer contributions (assets) at beginning of year	2010-12-31	$130,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$326,863
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$154,801
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$3,323
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	BABUSH, NEIMAN, KORNMAN & JOHNSON,
Accountancy firm EIN	2010-12-31	580942047
2009 : SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST

2022: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 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
2010: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SOUTHERN INSURANCE UNDERWRITERS, INC. 401(K) PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SOUTHERN INSURANCE UNDERWRITERS,INC
Employer identification number (EIN):	580939621
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages