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THE EMPLOYERS GROUP PENSION PLAN 401k Plan overview

Plan NameTHE EMPLOYERS GROUP PENSION PLAN
Plan identification number 001

THE EMPLOYERS GROUP PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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).
  • 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.

401k Sponsoring company profile

THE EMPLOYERS GROUP has sponsored the creation of one or more 401k plans.

Company Name:THE EMPLOYERS GROUP
Employer identification number (EIN):950999010
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE EMPLOYERS GROUP PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-10-01SANDRA SETO
0012015-10-01SANDRA SETO
0012014-10-01SANDRA SETO
0012013-10-01SANDRA SETO
0012012-10-01SANDRA SETO
0012010-10-01STEPHEN GIRON
0012009-10-01STEPHEN GIRON
0012009-10-01STEPHEN GIRON
0012008-10-01

Plan Statistics for THE EMPLOYERS GROUP PENSION PLAN

401k plan membership statisitcs for THE EMPLOYERS GROUP PENSION PLAN

Measure Date Value
2018: THE EMPLOYERS GROUP PENSION PLAN 2018 401k membership
Market value of plan assets2018-09-301,239,928
Acturial value of plan assets2018-09-301,239,928
Funding target for retired participants and beneficiaries receiving payment2018-09-304,062,906
Number of terminated vested participants2018-09-3040
Fundng target for terminated vested participants2018-09-30867,999
Active participant vested funding target2018-09-30527,581
Number of active participants2018-09-307
Total funding liabilities for active participants2018-09-30527,581
Total participant count2018-09-30104
Total funding target for all participants2018-09-305,458,486
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-300
Reductions in caryover balances due to elections or deemed elections2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-3025,000
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-3014,247
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-300
Liquidity shortfalls end of Q12018-09-30603,017
Liquidity shortfalls end of Q22018-09-30717,621
Liquidity shortfalls end of Q32018-09-30837,519
Liquidity shortfalls end of Q42018-09-301,011,958
Unpaid minimum required contributions for all prior years2018-09-305,859,114
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-3014,247
Remaining amount of unpaid minimum required contributions2018-09-305,844,867
Minimum required contributions for current year target normal cost2018-09-3082,600
Net shortfall amortization installment of oustanding balance2018-09-304,218,558
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-301,212,649
Additional cash requirement2018-09-301,212,649
Contributions allocatedtoward minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for current year2018-09-301,212,649
Unpaid minimum required contributions for all years2018-09-307,057,516
2017: THE EMPLOYERS GROUP PENSION PLAN 2017 401k membership
Market value of plan assets2017-09-301,559,185
Acturial value of plan assets2017-09-301,559,185
Funding target for retired participants and beneficiaries receiving payment2017-09-304,164,858
Number of terminated vested participants2017-09-3039
Fundng target for terminated vested participants2017-09-30706,651
Active participant vested funding target2017-09-30497,898
Number of active participants2017-09-307
Total funding liabilities for active participants2017-09-30497,898
Total participant count2017-09-30104
Total funding target for all participants2017-09-305,369,407
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-300
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-3060,000
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-3024,943
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-300
Liquidity shortfalls end of Q12017-09-30358,427
Liquidity shortfalls end of Q22017-09-30419,593
Liquidity shortfalls end of Q32017-09-30325,571
Liquidity shortfalls end of Q42017-09-30517,779
Unpaid minimum required contributions for all prior years2017-09-304,825,916
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-3024,943
Remaining amount of unpaid minimum required contributions2017-09-304,800,973
Minimum required contributions for current year target normal cost2017-09-3086,158
Net shortfall amortization installment of oustanding balance2017-09-303,810,222
Waiver amortization installment2017-09-300
Waived amount of outstanding balance2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-301,058,141
Additional cash requirement2017-09-301,058,141
Contributions allocatedtoward minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for current year2017-09-301,058,141
Unpaid minimum required contributions for all years2017-09-305,859,114
2016: THE EMPLOYERS GROUP PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01104
Total number of active participants reported on line 7a of the Form 55002016-10-017
Number of retired or separated participants receiving benefits2016-10-0157
Number of other retired or separated participants entitled to future benefits2016-10-0139
Total of all active and inactive participants2016-10-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-011
Total participants2016-10-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: THE EMPLOYERS GROUP PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01105
Total number of active participants reported on line 7a of the Form 55002015-10-017
Number of retired or separated participants receiving benefits2015-10-0157
Number of other retired or separated participants entitled to future benefits2015-10-0139
Total of all active and inactive participants2015-10-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-011
Total participants2015-10-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: THE EMPLOYERS GROUP PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01107
Total number of active participants reported on line 7a of the Form 55002014-10-018
Number of retired or separated participants receiving benefits2014-10-0156
Number of other retired or separated participants entitled to future benefits2014-10-0139
Total of all active and inactive participants2014-10-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-012
Total participants2014-10-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: THE EMPLOYERS GROUP PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01110
Total number of active participants reported on line 7a of the Form 55002013-10-017
Number of retired or separated participants receiving benefits2013-10-0151
Number of other retired or separated participants entitled to future benefits2013-10-0148
Total of all active and inactive participants2013-10-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-011
Total participants2013-10-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: THE EMPLOYERS GROUP PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01115
Total number of active participants reported on line 7a of the Form 55002012-10-018
Number of retired or separated participants receiving benefits2012-10-0150
Number of other retired or separated participants entitled to future benefits2012-10-0151
Total of all active and inactive participants2012-10-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-011
Total participants2012-10-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2010: THE EMPLOYERS GROUP PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01117
Total number of active participants reported on line 7a of the Form 55002010-10-019
Number of retired or separated participants receiving benefits2010-10-0151
Number of other retired or separated participants entitled to future benefits2010-10-0158
Total of all active and inactive participants2010-10-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: THE EMPLOYERS GROUP PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01118
Total number of active participants reported on line 7a of the Form 55002009-10-0111
Number of retired or separated participants receiving benefits2009-10-0150
Number of other retired or separated participants entitled to future benefits2009-10-0156
Total of all active and inactive participants2009-10-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on THE EMPLOYERS GROUP PENSION PLAN

Measure Date Value
2018 : THE EMPLOYERS GROUP PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total transfer of assets to this plan2018-09-30$0
Total transfer of assets from this plan2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$91,234
Total loss/gain on sale of assets2018-09-30$45,000
Total of all expenses incurred2018-09-30$586,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$481,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$25,000
Value of total assets at end of year2018-09-30$745,519
Value of total assets at beginning of year2018-09-30$1,240,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$105,286
Total interest from all sources2018-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$21,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$21,234
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Administrative expenses (other) incurred2018-09-30$60,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$-495,177
Value of net assets at end of year (total assets less liabilities)2018-09-30$745,519
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$1,240,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$740,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$1,200,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30Yes
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$25,000
Employer contributions (assets) at end of year2018-09-30$5,000
Employer contributions (assets) at beginning of year2018-09-30$40,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$481,125
Contract administrator fees2018-09-30$44,342
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Aggregate proceeds on sale of assets2018-09-30$45,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30BEACH, FREEMAN, LIM & CLELAND, LLP
Accountancy firm EIN2018-09-30562306396
2017 : THE EMPLOYERS GROUP PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total transfer of assets to this plan2017-09-30$0
Total transfer of assets from this plan2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$254,154
Total loss/gain on sale of assets2017-09-30$77
Total of all expenses incurred2017-09-30$573,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$480,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$60,000
Value of total assets at end of year2017-09-30$1,240,696
Value of total assets at beginning of year2017-09-30$1,559,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$92,421
Total interest from all sources2017-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$33,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$33,206
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Administrative expenses (other) incurred2017-09-30$58,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$-319,198
Value of net assets at end of year (total assets less liabilities)2017-09-30$1,240,696
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$1,559,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$1,200,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$1,524,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$160,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30Yes
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$60,000
Employer contributions (assets) at end of year2017-09-30$40,000
Employer contributions (assets) at beginning of year2017-09-30$35,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$480,931
Contract administrator fees2017-09-30$33,765
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$77
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30BEACH, FREEMAN, LIM & CLELAND, LLP
Accountancy firm EIN2017-09-30562306396
2016 : THE EMPLOYERS GROUP PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-09-30$90,991
Total unrealized appreciation/depreciation of assets2016-09-30$90,991
Total transfer of assets to this plan2016-09-30$0
Total transfer of assets from this plan2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$239,947
Total loss/gain on sale of assets2016-09-30$50,922
Total of all expenses incurred2016-09-30$587,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$488,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$50,000
Value of total assets at end of year2016-09-30$1,559,894
Value of total assets at beginning of year2016-09-30$1,907,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$99,472
Total interest from all sources2016-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Administrative expenses (other) incurred2016-09-30$49,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$-347,924
Value of net assets at end of year (total assets less liabilities)2016-09-30$1,559,894
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$1,907,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$13,316
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$1,524,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$1,867,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$48,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$50,000
Employer contributions (assets) at end of year2016-09-30$35,000
Employer contributions (assets) at beginning of year2016-09-30$40,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$488,399
Contract administrator fees2016-09-30$36,281
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$1,301,739
Aggregate carrying amount (costs) on sale of assets2016-09-30$1,250,817
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30BEACH, FREEMAN, LIM & CLELAND, LLP
Accountancy firm EIN2016-09-30562306396
2015 : THE EMPLOYERS GROUP PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total transfer of assets to this plan2015-09-30$0
Total transfer of assets from this plan2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$-49,061
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$551,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$461,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$60,000
Value of total assets at end of year2015-09-30$1,907,818
Value of total assets at beginning of year2015-09-30$2,508,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$90,315
Total interest from all sources2015-09-30$55,006
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Administrative expenses (other) incurred2015-09-30$49,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-600,895
Value of net assets at end of year (total assets less liabilities)2015-09-30$1,907,818
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$2,508,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$16,917
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$1,867,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$2,468,713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$55,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-164,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30Yes
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$60,000
Employer contributions (assets) at end of year2015-09-30$40,000
Employer contributions (assets) at beginning of year2015-09-30$40,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$461,519
Contract administrator fees2015-09-30$24,071
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30BEACH, FREEMAN, LIM & CLELAND, LLP
Accountancy firm EIN2015-09-30562306396
2014 : THE EMPLOYERS GROUP PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total transfer of assets to this plan2014-09-30$0
Total transfer of assets from this plan2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$266,836
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$576,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$445,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$55,000
Value of total assets at end of year2014-09-30$2,508,713
Value of total assets at beginning of year2014-09-30$2,818,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$130,783
Total interest from all sources2014-09-30$53,505
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Administrative expenses (other) incurred2014-09-30$45,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$-309,820
Value of net assets at end of year (total assets less liabilities)2014-09-30$2,508,713
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$2,818,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$19,282
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$2,468,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$2,773,533
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$53,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$158,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30Yes
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$55,000
Employer contributions (assets) at end of year2014-09-30$40,000
Employer contributions (assets) at beginning of year2014-09-30$45,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$445,873
Contract administrator fees2014-09-30$66,250
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30BEACH, FREEMAN, LIM & CLELAND, LLP
Accountancy firm EIN2014-09-30562306396
2013 : THE EMPLOYERS GROUP PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$102,722
Total unrealized appreciation/depreciation of assets2013-09-30$102,722
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$302,481
Total loss/gain on sale of assets2013-09-30$86,370
Total of all expenses incurred2013-09-30$552,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$444,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$48,000
Value of total assets at end of year2013-09-30$2,818,533
Value of total assets at beginning of year2013-09-30$3,068,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$107,811
Total interest from all sources2013-09-30$34
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$65,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$65,355
Administrative expenses professional fees incurred2013-09-30$45,804
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$654
Administrative expenses (other) incurred2013-09-30$41,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$-249,908
Value of net assets at end of year (total assets less liabilities)2013-09-30$2,818,533
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$3,068,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$20,307
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$2,773,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$3,009,601
Value of interest in common/collective trusts at end of year2013-09-30$0
Value of interest in common/collective trusts at beginning of year2013-09-30$57,186
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$34
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$48,000
Employer contributions (assets) at end of year2013-09-30$45,000
Employer contributions (assets) at beginning of year2013-09-30$1,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$444,578
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$1,347,815
Aggregate carrying amount (costs) on sale of assets2013-09-30$1,261,445
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30BEACH, FREEMAN, LIM & CLELAND, LLP
Accountancy firm EIN2013-09-30562306396
2012 : THE EMPLOYERS GROUP PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$244,977
Total unrealized appreciation/depreciation of assets2012-09-30$244,977
Total transfer of assets to this plan2012-09-30$0
Total transfer of assets from this plan2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$580,691
Total loss/gain on sale of assets2012-09-30$227,088
Total of all expenses incurred2012-09-30$614,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$496,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$1,000
Value of total assets at end of year2012-09-30$3,068,441
Value of total assets at beginning of year2012-09-30$3,101,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$117,610
Total interest from all sources2012-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$107,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$89,460
Administrative expenses professional fees incurred2012-09-30$57,494
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Assets. Other investments not covered elsewhere at end of year2012-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$21,996
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$654
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$940
Administrative expenses (other) incurred2012-09-30$35,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$-33,352
Value of net assets at end of year (total assets less liabilities)2012-09-30$3,068,441
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$3,101,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$24,557
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$3,009,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$2,051,344
Value of interest in common/collective trusts at end of year2012-09-30$57,186
Value of interest in common/collective trusts at beginning of year2012-09-30$62,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30Yes
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$1,000
Employer contributions (assets) at end of year2012-09-30$1,000
Income. Dividends from common stock2012-09-30$18,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$496,433
Assets. Corporate common stocks other than exployer securities at beginning of year2012-09-30$964,540
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$3,744,203
Aggregate carrying amount (costs) on sale of assets2012-09-30$3,517,115
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30BEACH, FREEMAN, LIM & CLELAND, LLP
Accountancy firm EIN2012-09-30562306396
2011 : THE EMPLOYERS GROUP PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$-332,717
Total unrealized appreciation/depreciation of assets2011-09-30$-332,717
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$-67,066
Total loss/gain on sale of assets2011-09-30$130,367
Total of all expenses incurred2011-09-30$638,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$489,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$0
Value of total assets at end of year2011-09-30$3,101,793
Value of total assets at beginning of year2011-09-30$3,806,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$148,652
Total interest from all sources2011-09-30$4,893
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$130,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$92,430
Administrative expenses professional fees incurred2011-09-30$25,974
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Assets. Other investments not covered elsewhere at end of year2011-09-30$21,996
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$940
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$693
Administrative expenses (other) incurred2011-09-30$86,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-705,204
Value of net assets at end of year (total assets less liabilities)2011-09-30$3,101,793
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$3,806,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$36,189
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$2,051,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$2,588,621
Value of interest in common/collective trusts at end of year2011-09-30$62,973
Value of interest in common/collective trusts at beginning of year2011-09-30$107,788
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$4,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30Yes
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Income. Dividends from common stock2011-09-30$37,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$489,486
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$964,540
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$1,109,895
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$1,839,425
Aggregate carrying amount (costs) on sale of assets2011-09-30$1,709,058
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30BEACH, FREEMAN, LIM & CLELAND, LLP
Accountancy firm EIN2011-09-30562306396
2010 : THE EMPLOYERS GROUP PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for THE EMPLOYERS GROUP PENSION PLAN

2016: THE EMPLOYERS GROUP PENSION PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: THE EMPLOYERS GROUP PENSION PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: THE EMPLOYERS GROUP PENSION PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: THE EMPLOYERS GROUP PENSION PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: THE EMPLOYERS GROUP PENSION PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2010: THE EMPLOYERS GROUP PENSION PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: THE EMPLOYERS GROUP PENSION PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedYes
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: THE EMPLOYERS GROUP PENSION PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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