MONARCH LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2023 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $5,875,141 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $3,165,293 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $3,149,498 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $360,893 |
| Value of total assets at end of year | 2023-12-31 | $39,745,484 |
| Value of total assets at beginning of year | 2023-12-31 | $37,035,636 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $15,795 |
| Total interest from all sources | 2023-12-31 | $2,171 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $1,191,482 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $1,191,482 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $360,893 |
| Participant contributions at end of year | 2023-12-31 | $19,173 |
| Participant contributions at beginning of year | 2023-12-31 | $68,392 |
| Other income not declared elsewhere | 2023-12-31 | $22,862 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $2,709,848 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $39,745,484 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $37,035,636 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $28,363,555 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $22,939,173 |
| Interest on participant loans | 2023-12-31 | $2,171 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $11,362,756 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $14,028,071 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $3,971,745 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $325,988 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $3,149,498 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | MEYERS BROTHERS KALICKA, P.C. |
| Accountancy firm EIN | 2023-12-31 | 042713795 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $5,875,141 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $3,165,293 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $3,149,498 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $360,893 |
| Value of total assets at end of year | 2023-01-01 | $39,745,484 |
| Value of total assets at beginning of year | 2023-01-01 | $37,035,636 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $15,795 |
| Total interest from all sources | 2023-01-01 | $2,171 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $1,191,482 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $1,191,482 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $360,893 |
| Participant contributions at end of year | 2023-01-01 | $19,173 |
| Participant contributions at beginning of year | 2023-01-01 | $68,392 |
| Other income not declared elsewhere | 2023-01-01 | $22,862 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $2,709,848 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $39,745,484 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $37,035,636 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $28,363,555 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $22,939,173 |
| Interest on participant loans | 2023-01-01 | $2,171 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $11,362,756 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $14,028,071 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $3,971,745 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $325,988 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $3,149,498 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | MEYERS BROTHERS KALICKA, P.C. |
| Accountancy firm EIN | 2023-01-01 | 042713795 |
| 2022 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-6,767,452 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $1,523,481 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,506,813 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $351,891 |
| Value of total assets at end of year | 2022-12-31 | $37,035,636 |
| Value of total assets at beginning of year | 2022-12-31 | $45,326,569 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $16,668 |
| Total interest from all sources | 2022-12-31 | $5,332 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,409,488 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,409,488 |
| Administrative expenses professional fees incurred | 2022-12-31 | $15,663 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $351,891 |
| Participant contributions at end of year | 2022-12-31 | $68,392 |
| Participant contributions at beginning of year | 2022-12-31 | $89,955 |
| Other income not declared elsewhere | 2022-12-31 | $26,096 |
| Administrative expenses (other) incurred | 2022-12-31 | $1,005 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-8,290,933 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $37,035,636 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $45,326,569 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $22,939,173 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $30,941,998 |
| Interest on participant loans | 2022-12-31 | $5,332 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $14,028,071 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $14,294,616 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-8,813,584 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $253,325 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,506,813 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | MEYERS BROTHERS KALICKA, P.C. |
| Accountancy firm EIN | 2022-12-31 | 042713795 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-6,767,452 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $1,523,481 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $1,506,813 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $351,891 |
| Value of total assets at end of year | 2022-01-01 | $37,035,636 |
| Value of total assets at beginning of year | 2022-01-01 | $45,326,569 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $16,668 |
| Total interest from all sources | 2022-01-01 | $5,332 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $1,409,488 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $1,409,488 |
| Administrative expenses professional fees incurred | 2022-01-01 | $15,663 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $351,891 |
| Participant contributions at end of year | 2022-01-01 | $68,392 |
| Participant contributions at beginning of year | 2022-01-01 | $89,955 |
| Other income not declared elsewhere | 2022-01-01 | $26,096 |
| Administrative expenses (other) incurred | 2022-01-01 | $1,005 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-8,290,933 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $37,035,636 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $45,326,569 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $22,939,173 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $30,941,998 |
| Interest on participant loans | 2022-01-01 | $5,332 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $14,028,071 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $14,294,616 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-8,813,584 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $253,325 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $1,506,813 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | MEYERS BROTHERS KALICKA, P.C. |
| Accountancy firm EIN | 2022-01-01 | 042713795 |
| 2021 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $5,393,745 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $4,793,348 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,778,093 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $373,056 |
| Value of total assets at end of year | 2021-12-31 | $45,326,569 |
| Value of total assets at beginning of year | 2021-12-31 | $44,726,172 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $15,255 |
| Total interest from all sources | 2021-12-31 | $6,556 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $3,220,658 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $3,220,658 |
| Administrative expenses professional fees incurred | 2021-12-31 | $14,200 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $373,056 |
| Participant contributions at end of year | 2021-12-31 | $89,955 |
| Participant contributions at beginning of year | 2021-12-31 | $107,832 |
| Other income not declared elsewhere | 2021-12-31 | $23,318 |
| Administrative expenses (other) incurred | 2021-12-31 | $1,055 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $600,397 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $45,326,569 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $44,726,172 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $30,941,998 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $30,501,989 |
| Interest on participant loans | 2021-12-31 | $6,556 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $14,294,616 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $14,116,351 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,508,421 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $261,736 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,778,093 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | MEYERS BROTHERS KALICKA, P.C. |
| Accountancy firm EIN | 2021-12-31 | 042713795 |
| 2020 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $7,140,748 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $955,196 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $940,636 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $382,952 |
| Value of total assets at end of year | 2020-12-31 | $44,726,172 |
| Value of total assets at beginning of year | 2020-12-31 | $38,540,620 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $14,560 |
| Total interest from all sources | 2020-12-31 | $9,414 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $2,094,644 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $2,094,644 |
| Administrative expenses professional fees incurred | 2020-12-31 | $13,800 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $382,952 |
| Participant contributions at end of year | 2020-12-31 | $107,832 |
| Participant contributions at beginning of year | 2020-12-31 | $181,026 |
| Other income not declared elsewhere | 2020-12-31 | $20,000 |
| Administrative expenses (other) incurred | 2020-12-31 | $760 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $6,185,552 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $44,726,172 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $38,540,620 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $30,501,989 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $26,393,556 |
| Interest on participant loans | 2020-12-31 | $9,414 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $14,116,351 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $11,966,038 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,352,001 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $281,737 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $940,636 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | MEYERS BROTHERS KALICKA, P.C. |
| Accountancy firm EIN | 2020-12-31 | 042713795 |
| 2019 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 | $6,641,683 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $4,354,703 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,348,308 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $396,854 |
| Value of total assets at end of year | 2019-12-31 | $38,540,620 |
| Value of total assets at beginning of year | 2019-12-31 | $36,253,640 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,395 |
| Total interest from all sources | 2019-12-31 | $8,898 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,332,901 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,332,901 |
| Administrative expenses professional fees incurred | 2019-12-31 | $5,045 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $396,854 |
| Participant contributions at end of year | 2019-12-31 | $181,026 |
| Participant contributions at beginning of year | 2019-12-31 | $153,186 |
| Other income not declared elsewhere | 2019-12-31 | $5,010 |
| Administrative expenses (other) incurred | 2019-12-31 | $1,350 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $2,286,980 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $38,540,620 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $36,253,640 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $26,393,556 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $23,769,098 |
| Interest on participant loans | 2019-12-31 | $8,898 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $11,966,038 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $12,331,356 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,606,831 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $291,189 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,348,308 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | MEYERS BROTHERS KALICKA, P.C. |
| Accountancy firm EIN | 2019-12-31 | 042713795 |
| 2018 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $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 | $-201,485 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $2,366,999 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,361,384 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $407,208 |
| Value of total assets at end of year | 2018-12-31 | $36,253,640 |
| Value of total assets at beginning of year | 2018-12-31 | $38,822,124 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $5,615 |
| Total interest from all sources | 2018-12-31 | $8,417 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,123,721 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,123,721 |
| Administrative expenses professional fees incurred | 2018-12-31 | $5,035 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $407,208 |
| Participant contributions at end of year | 2018-12-31 | $153,186 |
| Participant contributions at beginning of year | 2018-12-31 | $114,823 |
| Administrative expenses (other) incurred | 2018-12-31 | $580 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-2,568,484 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $36,253,640 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $38,822,124 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $23,769,098 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $25,414,672 |
| Interest on participant loans | 2018-12-31 | $8,417 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $12,331,356 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $13,292,629 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,026,222 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $285,391 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,361,384 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | MEYERS BROTHERS KALICKA, P.C. |
| Accountancy firm EIN | 2018-12-31 | 042713795 |
| 2017 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $9,015 |
| Total income from all sources (including contributions) | 2017-12-31 | $5,541,034 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $1,990,946 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,975,952 |
| Value of total corrective distributions | 2017-12-31 | $9,535 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $400,193 |
| Value of total assets at end of year | 2017-12-31 | $38,822,124 |
| Value of total assets at beginning of year | 2017-12-31 | $35,281,051 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $5,459 |
| Total interest from all sources | 2017-12-31 | $7,182 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,855,144 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,855,144 |
| Administrative expenses professional fees incurred | 2017-12-31 | $5,009 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $400,193 |
| Participant contributions at end of year | 2017-12-31 | $114,823 |
| Participant contributions at beginning of year | 2017-12-31 | $140,845 |
| Administrative expenses (other) incurred | 2017-12-31 | $450 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $3,550,088 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $38,822,124 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $35,272,036 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $25,414,672 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $21,163,620 |
| Interest on participant loans | 2017-12-31 | $7,182 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $13,292,629 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $13,976,586 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,017,099 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $261,416 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,975,952 |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $9,015 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | MEYERS BROTHERS KALICKA, P.C. |
| Accountancy firm EIN | 2017-12-31 | 042713795 |
| 2016 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $9,015 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $22,643 |
| Total income from all sources (including contributions) | 2016-12-31 | $2,064,486 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $4,792,029 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $4,766,208 |
| Value of total corrective distributions | 2016-12-31 | $23,061 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $448,481 |
| Value of total assets at end of year | 2016-12-31 | $35,281,051 |
| Value of total assets at beginning of year | 2016-12-31 | $38,022,222 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,760 |
| Total interest from all sources | 2016-12-31 | $6,111 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $854,788 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $854,788 |
| Administrative expenses professional fees incurred | 2016-12-31 | $2,500 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $448,481 |
| Participant contributions at end of year | 2016-12-31 | $140,845 |
| Participant contributions at beginning of year | 2016-12-31 | $176,615 |
| Administrative expenses (other) incurred | 2016-12-31 | $260 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $-2,727,543 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $35,272,036 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $37,999,579 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $21,163,620 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $22,194,918 |
| Interest on participant loans | 2016-12-31 | $6,111 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $13,976,586 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $15,650,689 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $463,743 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $291,363 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $4,766,208 |
| Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $9,015 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $22,643 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | MEYERS BROTHERS KALICKA, P.C. |
| Accountancy firm EIN | 2016-12-31 | 042713795 |
| 2015 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $22,643 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $23,158 |
| Total income from all sources (including contributions) | 2015-12-31 | $1,129,387 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $4,009,198 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,985,752 |
| Value of total corrective distributions | 2015-12-31 | $23,158 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $415,264 |
| Value of total assets at end of year | 2015-12-31 | $38,022,222 |
| Value of total assets at beginning of year | 2015-12-31 | $40,902,548 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $288 |
| Total interest from all sources | 2015-12-31 | $10,777 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,518,359 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,518,359 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $415,264 |
| Participant contributions at end of year | 2015-12-31 | $176,615 |
| Participant contributions at beginning of year | 2015-12-31 | $254,564 |
| Administrative expenses (other) incurred | 2015-12-31 | $288 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-2,879,811 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $37,999,579 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $40,879,390 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $22,194,918 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $23,872,315 |
| Interest on participant loans | 2015-12-31 | $10,777 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $15,650,689 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $16,775,669 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-891,437 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $76,424 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,985,752 |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $22,643 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $23,158 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | MEYERS BROTHERS KALICKA, P.C. |
| Accountancy firm EIN | 2015-12-31 | 042713795 |
| 2014 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $23,158 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $22,679 |
| Total income from all sources (including contributions) | 2014-12-31 | $2,203,842 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $2,223,396 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,200,185 |
| Value of total corrective distributions | 2014-12-31 | $22,679 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $440,835 |
| Value of total assets at end of year | 2014-12-31 | $40,902,548 |
| Value of total assets at beginning of year | 2014-12-31 | $40,921,623 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $532 |
| Total interest from all sources | 2014-12-31 | $12,081 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,721,671 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,721,671 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $440,835 |
| Participant contributions at end of year | 2014-12-31 | $254,564 |
| Participant contributions at beginning of year | 2014-12-31 | $185,432 |
| Administrative expenses (other) incurred | 2014-12-31 | $532 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-19,554 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $40,879,390 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $40,898,944 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $23,872,315 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $23,859,315 |
| Interest on participant loans | 2014-12-31 | $12,081 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $16,775,669 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $16,876,876 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-316,791 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $346,046 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,200,185 |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $23,158 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $22,679 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | PRICEWATERHOUSECOOPERS LLP |
| Accountancy firm EIN | 2014-12-31 | 134008324 |
| 2013 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $22,679 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $19,124 |
| Total income from all sources (including contributions) | 2013-12-31 | $5,141,533 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $2,697,800 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,661,655 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $16,771 |
| Value of total corrective distributions | 2013-12-31 | $19,124 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $449,698 |
| Value of total assets at end of year | 2013-12-31 | $40,921,623 |
| Value of total assets at beginning of year | 2013-12-31 | $38,474,335 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $250 |
| Total interest from all sources | 2013-12-31 | $10,769 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $970,523 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $970,523 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $449,698 |
| Participant contributions at end of year | 2013-12-31 | $185,432 |
| Participant contributions at beginning of year | 2013-12-31 | $221,062 |
| Administrative expenses (other) incurred | 2013-12-31 | $250 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $2,443,733 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $40,898,944 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $38,455,211 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $23,859,315 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $20,098,902 |
| Interest on participant loans | 2013-12-31 | $10,769 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $16,876,876 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $18,154,371 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,848,945 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $-138,402 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,661,655 |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $22,679 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $19,124 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | PRICEWATERHOUSECOOPERS LLP |
| Accountancy firm EIN | 2013-12-31 | 134008324 |
| 2012 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $19,124 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $3,691,241 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $1,480,286 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,469,316 |
| Value of total corrective distributions | 2012-12-31 | $10,620 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $450,408 |
| Value of total assets at end of year | 2012-12-31 | $38,474,335 |
| Value of total assets at beginning of year | 2012-12-31 | $36,244,256 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $350 |
| Total interest from all sources | 2012-12-31 | $12,581 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $495,195 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $495,195 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $450,408 |
| Participant contributions at end of year | 2012-12-31 | $221,062 |
| Participant contributions at beginning of year | 2012-12-31 | $232,876 |
| Administrative expenses (other) incurred | 2012-12-31 | $350 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $2,210,955 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $38,455,211 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $36,244,256 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $20,098,902 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $17,881,858 |
| Interest on participant loans | 2012-12-31 | $12,581 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $18,154,371 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $18,129,522 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,217,450 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $515,607 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,469,316 |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $19,124 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $0 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | PRICEWATERHOUSECOOPERS LLP |
| Accountancy firm EIN | 2012-12-31 | 134008324 |
| 2011 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $975,593 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $1,220,079 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,191,082 |
| Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $28,066 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $501,433 |
| Value of total assets at end of year | 2011-12-31 | $36,244,256 |
| Value of total assets at beginning of year | 2011-12-31 | $36,488,742 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $931 |
| Total interest from all sources | 2011-12-31 | $15,997 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $449,481 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $449,481 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $501,433 |
| Participant contributions at end of year | 2011-12-31 | $232,876 |
| Participant contributions at beginning of year | 2011-12-31 | $244,871 |
| Administrative expenses (other) incurred | 2011-12-31 | $931 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-244,486 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $36,244,256 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $36,488,742 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $17,881,858 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $20,189,700 |
| Interest on participant loans | 2011-12-31 | $15,997 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $18,129,522 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $16,054,171 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-555,005 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $563,687 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,191,082 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | PRICEWATERHOUSECOOPERS LLP |
| Accountancy firm EIN | 2011-12-31 | 134008324 |
| 2010 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $4,154,191 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $1,717,070 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,704,880 |
| Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $11,690 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $557,229 |
| Value of total assets at end of year | 2010-12-31 | $36,488,742 |
| Value of total assets at beginning of year | 2010-12-31 | $34,051,621 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $500 |
| Total interest from all sources | 2010-12-31 | $16,178 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $344,975 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $344,975 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $553,155 |
| Participant contributions at end of year | 2010-12-31 | $244,871 |
| Participant contributions at beginning of year | 2010-12-31 | $239,564 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $4,074 |
| Administrative expenses (other) incurred | 2010-12-31 | $500 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $2,437,121 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $36,488,742 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $34,051,621 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $20,189,700 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $18,278,885 |
| Interest on participant loans | 2010-12-31 | $16,178 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $16,054,171 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $15,533,172 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,513,808 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $722,001 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,704,880 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | PRICEWATERHOUSECOOPERS LLP |
| Accountancy firm EIN | 2010-12-31 | 134008324 |
| 2009 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |