401k Plan data: MUTUAL SAVINGS LIFE INSURANCE COMPANY EMPLOYEE PENSION BENEFIT PLAN plan

MUTUAL SAVINGS LIFE INSURANCE COMPANY EMPLOYEE PENSION BENEFIT PLAN 401k Plan overview

Plan Name	MUTUAL SAVINGS LIFE INSURANCE COMPANY EMPLOYEE PENSION BENEFIT PLAN
Plan identification number	001

MUTUAL SAVINGS LIFE INSURANCE COMPANY EMPLOYEE PENSION BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MUTUAL SAVINGS LIFE INS. CO has sponsored the creation of one or more 401k plans.

Company Name: MUTUAL SAVINGS LIFE INS. CO

Employer identification number (EIN): 630148960

NAIC Classification: 524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUTUAL SAVINGS LIFE INSURANCE COMPANY EMPLOYEE PENSION BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 LISA KING
001 2011-01-01 LISA KING
001 2010-01-01 LISA KING LISA KING 2011-10-07
001 2009-01-01 LISA KING

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	LISA KING
001	2011-01-01	LISA KING
001	2010-01-01	LISA KING	LISA KING	2011-10-07
001	2009-01-01	LISA KING

Plan Statistics for MUTUAL SAVINGS LIFE INSURANCE COMPANY EMPLOYEE PENSION BENEFIT PLAN

401k plan membership statisitcs for MUTUAL SAVINGS LIFE INSURANCE COMPANY EMPLOYEE PENSION BENEFIT PLAN

Measure Date Value
2012: MUTUAL SAVINGS LIFE INSURANCE COMPANY EMPLOYEE PENSION BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 223
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
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 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MUTUAL SAVINGS LIFE INSURANCE COMPANY EMPLOYEE PENSION BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 25
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 198
Total of all active and inactive participants 2011-01-01 223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MUTUAL SAVINGS LIFE INSURANCE COMPANY EMPLOYEE PENSION BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 293
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 32
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 222
Total of all active and inactive participants 2010-01-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MUTUAL SAVINGS LIFE INSURANCE COMPANY EMPLOYEE PENSION BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 31
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 262
Total of all active and inactive participants 2009-01-01 293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 15

Measure	Date	Value
2012: MUTUAL SAVINGS LIFE INSURANCE COMPANY EMPLOYEE PENSION BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	223
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
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	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MUTUAL SAVINGS LIFE INSURANCE COMPANY EMPLOYEE PENSION BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	25
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	198
Total of all active and inactive participants	2011-01-01	223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MUTUAL SAVINGS LIFE INSURANCE COMPANY EMPLOYEE PENSION BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	293
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	32
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	222
Total of all active and inactive participants	2010-01-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MUTUAL SAVINGS LIFE INSURANCE COMPANY EMPLOYEE PENSION BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	31
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	262
Total of all active and inactive participants	2009-01-01	293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	15

Financial Data on MUTUAL SAVINGS LIFE INSURANCE COMPANY EMPLOYEE PENSION BENEFIT PLAN

Measure	Date	Value
2012 : MUTUAL SAVINGS LIFE INSURANCE COMPANY EMPLOYEE PENSION BENEFIT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$2,417,425
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$49,659
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$222,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$222,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$0
Value of total assets at end of year	2012-12-31	$0
Value of total assets at beginning of year	2012-12-31	$2,589,962
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$49,659
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
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$25,000,000
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
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	$-172,537
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,589,962
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
Interest earned on other investments	2012-12-31	$49,659
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,589,962
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$222,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
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
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	Yes
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	CROWE HORWATH LLP
Accountancy firm EIN	2012-12-31	350921680
2011 : MUTUAL SAVINGS LIFE INSURANCE COMPANY EMPLOYEE PENSION BENEFIT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$54,565
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$435,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$435,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$0
Value of total assets at end of year	2011-12-31	$2,589,962
Value of total assets at beginning of year	2011-12-31	$2,970,618
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$54,565
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
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$25,000,000
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
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	$-380,656
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,589,962
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,970,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Interest earned on other investments	2011-12-31	$54,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,589,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,970,618
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$435,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
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
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	CROWE HORWATH LLP
Accountancy firm EIN	2011-12-31	350921680
2010 : MUTUAL SAVINGS LIFE INSURANCE COMPANY EMPLOYEE PENSION BENEFIT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$61,855
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$357,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$357,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$0
Value of total assets at end of year	2010-12-31	$2,970,618
Value of total assets at beginning of year	2010-12-31	$3,265,980
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$61,855
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	$25,000,000
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
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	$-295,362
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,970,618
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,265,980
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
Interest earned on other investments	2010-12-31	$61,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,970,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$3,265,980
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$357,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
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
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	CROWE HORWATH LLP
Accountancy firm EIN	2010-12-31	350921680
2009 : MUTUAL SAVINGS LIFE INSURANCE COMPANY EMPLOYEE PENSION BENEFIT PLAN 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 MUTUAL SAVINGS LIFE INSURANCE COMPANY EMPLOYEE PENSION BENEFIT PLAN

2012: MUTUAL SAVINGS LIFE INSURANCE COMPANY EMPLOYEE PENSION BENEFIT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	Yes
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 – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: MUTUAL SAVINGS LIFE INSURANCE COMPANY EMPLOYEE PENSION BENEFIT PLAN 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 – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: MUTUAL SAVINGS LIFE INSURANCE COMPANY EMPLOYEE PENSION BENEFIT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
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 – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: MUTUAL SAVINGS LIFE INSURANCE COMPANY EMPLOYEE PENSION BENEFIT PLAN 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 – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	MUTUAL SAVINGS LIFE INS. CO
Employer identification number (EIN):	630148960
NAIC Classification:	524140