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UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 401k Plan overview

Plan NameUNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST
Plan identification number 002

UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST Benefits

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

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

Company Name:UNION MUTUAL FIRE INSURANCE COMPANY
Employer identification number (EIN):030163640
NAIC Classification:524150

Additional information about UNION MUTUAL FIRE INSURANCE COMPANY

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date:
Company Identification Number: 44497
Legal Registered Office Address: 139 STATE STREET

MONTPELIER
United States of America (USA)
05602

More information about UNION MUTUAL FIRE INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JENNIFER GALFETTI2023-10-12
0022021-01-01JENNIFER GALFETTI2022-07-18
0022020-01-01JENNIFER GALFETTI2021-07-19
0022019-01-01JENNIFER GALFETTI2020-09-09
0022018-01-01JENNIFER GALFETTI2019-09-18
0022017-01-01JENNIFER GALFETTI
0022016-01-01JENNIFER GALFETTI
0022015-01-01JENNIFER GALFETTI
0022014-01-01MICHAEL NOBLES
0022013-01-01MICHAEL NOBLES2014-07-17
0022012-01-01MICHAEL NOBLES2013-07-23
0022011-01-01MICHAEL NOBLES2012-08-09
0022010-01-01MICHAEL NOBLES2011-07-11

Plan Statistics for UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST

401k plan membership statisitcs for UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST

Measure Date Value
2022: UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01122
Total number of active participants reported on line 7a of the Form 55002022-01-0193
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0134
Total of all active and inactive participants2022-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01128
Number of participants with account balances2022-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01130
Total number of active participants reported on line 7a of the Form 55002021-01-0188
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0133
Total of all active and inactive participants2021-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01122
Number of participants with account balances2021-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01128
Total number of active participants reported on line 7a of the Form 55002020-01-0197
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01130
Number of participants with account balances2020-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01140
Total number of active participants reported on line 7a of the Form 55002019-01-01101
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01128
Number of participants with account balances2019-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01131
Total number of active participants reported on line 7a of the Form 55002018-01-01108
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01139
Number of participants with account balances2018-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01126
Total number of active participants reported on line 7a of the Form 55002017-01-01103
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0126
Total of all active and inactive participants2017-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01131
Number of participants with account balances2017-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01132
Total number of active participants reported on line 7a of the Form 55002016-01-01100
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01126
Number of participants with account balances2016-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01121
Total number of active participants reported on line 7a of the Form 55002015-01-01106
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01132
Number of participants with account balances2015-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01123
Total number of active participants reported on line 7a of the Form 55002014-01-0194
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01119
Number of participants with account balances2014-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013

Financial Data on UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST

Measure Date Value
2022 : UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,467,194
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,067,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,022,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,884,391
Value of total assets at end of year2022-12-31$31,691,555
Value of total assets at beginning of year2022-12-31$38,226,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$45,054
Total interest from all sources2022-12-31$81,299
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$842,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$842,481
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$806,255
Participant contributions at end of year2022-12-31$136,594
Participant contributions at beginning of year2022-12-31$108,235
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$53,386
Total non interest bearing cash at end of year2022-12-31$1
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,535,110
Value of net assets at end of year (total assets less liabilities)2022-12-31$31,691,555
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,226,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$27,258,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,533,567
Interest on participant loans2022-12-31$5,468
Interest earned on other investments2022-12-31$75,831
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$31,161,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,296,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$423,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,275,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,024,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,022,862
Contract administrator fees2022-12-31$45,054
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2022-12-31030327374
2021 : UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$450
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,717,652
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,844,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,795,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,963,293
Value of total assets at end of year2021-12-31$38,226,665
Value of total assets at beginning of year2021-12-31$36,353,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$49,336
Total interest from all sources2021-12-31$17,702
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$346,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$346,137
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$787,046
Participant contributions at end of year2021-12-31$108,235
Participant contributions at beginning of year2021-12-31$128,716
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$173,524
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,873,132
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,226,665
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$36,353,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,533,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,986,590
Interest on participant loans2021-12-31$6,262
Interest earned on other investments2021-12-31$11,440
Value of interest in common/collective trusts at end of year2021-12-31$31,161,773
Value of interest in common/collective trusts at beginning of year2021-12-31$31,656,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$423,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$581,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$429,901
Net investment gain or loss from common/collective trusts2021-12-31$2,960,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,002,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,795,184
Contract administrator fees2021-12-31$49,336
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2021-12-31030327374
2020 : UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,765,842
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,327,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,308,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,970,048
Value of total assets at end of year2020-12-31$36,353,083
Value of total assets at beginning of year2020-12-31$34,914,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,513
Total interest from all sources2020-12-31$22,059
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$142,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$142,358
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$781,446
Participant contributions at end of year2020-12-31$128,716
Participant contributions at beginning of year2020-12-31$142,626
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$118,330
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$320,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,438,686
Value of net assets at end of year (total assets less liabilities)2020-12-31$36,353,083
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$34,914,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,986,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,649,272
Interest on participant loans2020-12-31$8,056
Interest earned on other investments2020-12-31$14,003
Value of interest in common/collective trusts at end of year2020-12-31$31,656,097
Value of interest in common/collective trusts at beginning of year2020-12-31$28,195,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$581,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$606,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$636,918
Net investment gain or loss from common/collective trusts2020-12-31$3,994,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,070,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,308,643
Contract administrator fees2020-12-31$18,513
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2020-12-31030327374
2019 : UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,718,906
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,721,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,658,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,158,086
Value of total assets at end of year2019-12-31$34,914,397
Value of total assets at beginning of year2019-12-31$28,916,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,359
Total interest from all sources2019-12-31$21,977
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$297,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$297,005
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$757,861
Participant contributions at end of year2019-12-31$142,626
Participant contributions at beginning of year2019-12-31$131,002
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$335,694
Total non interest bearing cash at end of year2019-12-31$320,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,997,651
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,914,397
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,916,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,649,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,454,070
Interest on participant loans2019-12-31$7,704
Interest earned on other investments2019-12-31$14,273
Value of interest in common/collective trusts at end of year2019-12-31$28,195,529
Value of interest in common/collective trusts at beginning of year2019-12-31$23,858,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$606,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$472,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$880,637
Net investment gain or loss from common/collective trusts2019-12-31$4,361,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,064,531
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,658,896
Contract administrator fees2019-12-31$62,359
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2019-12-31030327274
2018 : UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$722,474
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,555,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,510,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,724,636
Value of total assets at end of year2018-12-31$28,916,746
Value of total assets at beginning of year2018-12-31$29,749,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$44,311
Total interest from all sources2018-12-31$19,990
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$378,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$378,029
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$684,016
Participant contributions at end of year2018-12-31$131,002
Participant contributions at beginning of year2018-12-31$160,017
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$21,414
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$50,963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-832,718
Value of net assets at end of year (total assets less liabilities)2018-12-31$28,916,746
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,749,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,454,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,792,861
Interest on participant loans2018-12-31$7,457
Interest earned on other investments2018-12-31$12,533
Value of interest in common/collective trusts at end of year2018-12-31$23,858,862
Value of interest in common/collective trusts at beginning of year2018-12-31$23,209,897
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$472,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$520,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-765,123
Net investment gain or loss from common/collective trusts2018-12-31$-635,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$989,657
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$44,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,510,881
Contract administrator fees2018-12-31$44,311
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2018-12-31030327374
2017 : UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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$5,450,865
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,300,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,270,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,658,643
Value of total assets at end of year2017-12-31$29,749,464
Value of total assets at beginning of year2017-12-31$25,598,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$29,557
Total interest from all sources2017-12-31$13,703
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$323,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$323,672
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$661,620
Participant contributions at end of year2017-12-31$160,017
Participant contributions at beginning of year2017-12-31$181,963
Participant contributions at end of year2017-12-31$21,414
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,150,680
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,749,464
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,598,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,792,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,361,751
Interest on participant loans2017-12-31$7,091
Interest earned on other investments2017-12-31$6,612
Value of interest in common/collective trusts at end of year2017-12-31$23,209,897
Value of interest in common/collective trusts at beginning of year2017-12-31$19,947,567
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$520,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$107,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$659,590
Net investment gain or loss from common/collective trusts2017-12-31$2,795,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$988,567
Employer contributions (assets) at end of year2017-12-31$44,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,270,628
Contract administrator fees2017-12-31$29,557
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2017-12-31030327374
2016 : UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,517,711
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,701,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,671,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,625,352
Value of total assets at end of year2016-12-31$25,598,784
Value of total assets at beginning of year2016-12-31$24,782,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30,635
Total interest from all sources2016-12-31$7,069
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$183,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$183,070
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$627,193
Participant contributions at end of year2016-12-31$181,963
Participant contributions at beginning of year2016-12-31$100,917
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$52,291
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$815,959
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,598,784
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,782,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,361,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,751,827
Interest on participant loans2016-12-31$5,885
Interest earned on other investments2016-12-31$808
Value of interest in common/collective trusts at end of year2016-12-31$19,947,567
Value of interest in common/collective trusts at beginning of year2016-12-31$19,898,809
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$31,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$31,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$107,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$273,337
Net investment gain or loss from common/collective trusts2016-12-31$1,428,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$945,868
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,671,117
Contract administrator fees2016-12-31$30,635
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2016-12-31030327374
2015 : UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$45,447
Total income from all sources (including contributions)2015-12-31$1,558,860
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,202,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,149,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,611,365
Value of total assets at end of year2015-12-31$24,782,825
Value of total assets at beginning of year2015-12-31$25,471,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$52,784
Total interest from all sources2015-12-31$5,021
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$254,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$254,925
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$614,191
Participant contributions at end of year2015-12-31$100,917
Participant contributions at beginning of year2015-12-31$154,068
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$16,060
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$117,841
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$45,447
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-643,382
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,782,825
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,426,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,751,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,616,705
Interest on participant loans2015-12-31$5,018
Value of interest in common/collective trusts at end of year2015-12-31$19,898,809
Value of interest in common/collective trusts at beginning of year2015-12-31$20,655,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$31,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-291,105
Net investment gain or loss from common/collective trusts2015-12-31$-21,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$879,333
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$28,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,149,458
Contract administrator fees2015-12-31$52,784
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2015-12-31030327374
2014 : UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$447,270
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$45,447
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,501,245
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,660,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,658,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,887,580
Value of total assets at end of year2014-12-31$25,471,654
Value of total assets at beginning of year2014-12-31$25,137,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,142
Total interest from all sources2014-12-31$5,817
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$257,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$257,822
Administrative expenses professional fees incurred2014-12-31$902
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$601,401
Participant contributions at end of year2014-12-31$154,068
Participant contributions at beginning of year2014-12-31$125,592
Participant contributions at end of year2014-12-31$16,060
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$435,984
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$45,447
Total non interest bearing cash at end of year2014-12-31$878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-158,884
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,426,207
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,137,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,616,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,342,930
Interest on participant loans2014-12-31$5,745
Value of interest in common/collective trusts at end of year2014-12-31$20,655,435
Value of interest in common/collective trusts at beginning of year2014-12-31$19,669,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$72
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$78,673
Net investment gain or loss from common/collective trusts2014-12-31$1,271,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$850,195
Employer contributions (assets) at end of year2014-12-31$28,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,658,987
Contract administrator fees2014-12-31$240
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCSOLEY MCCOY& CO.
Accountancy firm EIN2014-12-31030327374

Form 5500 Responses for UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST

2022: UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number804334
Policy instance 1
Insurance contract or identification number804334
Number of Individuals Covered128
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number804334
Policy instance 1
Insurance contract or identification number804334
Number of Individuals Covered122
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number804334
Policy instance 1
Insurance contract or identification number804334
Number of Individuals Covered130
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number804334
Policy instance 1
Insurance contract or identification number804334
Number of Individuals Covered128
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number804334
Policy instance 1
Insurance contract or identification number804334
Number of Individuals Covered131
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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