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MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 401k Plan overview

Plan NameMONARCH LIFE INSURANCE COMPANY SAVINGS PLAN
Plan identification number 004

MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 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.
  • 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

MONARCH LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:MONARCH LIFE INSURANCE COMPANY
Employer identification number (EIN):041630650
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042024-01-01JOHN S COULTON
0042023-01-01
0042023-01-01JOHN COULTON
0042022-01-01
0042022-01-01JOHN S. COULTON
0042021-01-01
0042021-01-01JOHN S. COULTON
0042020-01-01
0042019-01-01
0042017-01-01JOHN S. COULTON JOHN S. COULTON2018-10-03
0042016-01-01JOHN S. COULTON JOHN S. COULTON2017-10-11
0042015-01-01JOHN S. COULTON JOHN S. COULTON2016-10-13
0042014-01-01JOHN S. COULTON
0042013-01-01JOHN S. COULTON JOHN S. COULTON2014-09-19
0042012-01-01JOHN S. COULTON JOHN S. COULTON2013-10-08
0042011-01-01JOHN S. COULTON JOHN S. COULTON2012-09-26
0042010-01-01JOHN S. COULTON JOHN S. COULTON2011-10-11
0042009-01-01JOHN S. COULTON JOHN S. COULTON2010-09-09

Plan Statistics for MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN

401k plan membership statisitcs for MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN

Measure Date Value
2023: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01119
Total number of active participants reported on line 7a of the Form 55002023-01-0134
Number of retired or separated participants receiving benefits2023-01-0124
Number of other retired or separated participants entitled to future benefits2023-01-0133
Total of all active and inactive participants2023-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0118
Total participants2023-01-01109
Number of participants with account balances2023-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01132
Total number of active participants reported on line 7a of the Form 55002022-01-0137
Number of retired or separated participants receiving benefits2022-01-0125
Number of other retired or separated participants entitled to future benefits2022-01-0140
Total of all active and inactive participants2022-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0120
Total participants2022-01-01122
Number of participants with account balances2022-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01133
Total number of active participants reported on line 7a of the Form 55002021-01-0138
Number of retired or separated participants receiving benefits2021-01-0122
Number of other retired or separated participants entitled to future benefits2021-01-0150
Total of all active and inactive participants2021-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0122
Total participants2021-01-01132
Number of participants with account balances2021-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01144
Total number of active participants reported on line 7a of the Form 55002020-01-0140
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0171
Total of all active and inactive participants2020-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0118
Total participants2020-01-01135
Number of participants with account balances2020-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01164
Total number of active participants reported on line 7a of the Form 55002019-01-0143
Number of retired or separated participants receiving benefits2019-01-0128
Number of other retired or separated participants entitled to future benefits2019-01-0155
Total of all active and inactive participants2019-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0118
Total participants2019-01-01144
Number of participants with account balances2019-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01181
Total number of active participants reported on line 7a of the Form 55002017-01-0147
Number of retired or separated participants receiving benefits2017-01-0137
Number of other retired or separated participants entitled to future benefits2017-01-0168
Total of all active and inactive participants2017-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0119
Total participants2017-01-01171
Number of participants with account balances2017-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01198
Total number of active participants reported on line 7a of the Form 55002016-01-0150
Number of retired or separated participants receiving benefits2016-01-0142
Number of other retired or separated participants entitled to future benefits2016-01-0170
Total of all active and inactive participants2016-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0119
Total participants2016-01-01181
Number of participants with account balances2016-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01212
Total number of active participants reported on line 7a of the Form 55002015-01-0153
Number of retired or separated participants receiving benefits2015-01-0142
Number of other retired or separated participants entitled to future benefits2015-01-0183
Total of all active and inactive participants2015-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0120
Total participants2015-01-01198
Number of participants with account balances2015-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01221
Total number of active participants reported on line 7a of the Form 55002014-01-0163
Number of retired or separated participants receiving benefits2014-01-0153
Number of other retired or separated participants entitled to future benefits2014-01-0181
Total of all active and inactive participants2014-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0115
Total participants2014-01-01212
Number of participants with account balances2014-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01237
Total number of active participants reported on line 7a of the Form 55002013-01-0165
Number of retired or separated participants receiving benefits2013-01-0154
Number of other retired or separated participants entitled to future benefits2013-01-0184
Total of all active and inactive participants2013-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0115
Total participants2013-01-01218
Number of participants with account balances2013-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01245
Total number of active participants reported on line 7a of the Form 55002012-01-0169
Number of retired or separated participants receiving benefits2012-01-0158
Number of other retired or separated participants entitled to future benefits2012-01-0194
Total of all active and inactive participants2012-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0116
Total participants2012-01-01237
Number of participants with account balances2012-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01253
Total number of active participants reported on line 7a of the Form 55002011-01-0169
Number of retired or separated participants receiving benefits2011-01-0159
Number of other retired or separated participants entitled to future benefits2011-01-01102
Total of all active and inactive participants2011-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0115
Total participants2011-01-01245
Number of participants with account balances2011-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01254
Total number of active participants reported on line 7a of the Form 55002010-01-0172
Number of retired or separated participants receiving benefits2010-01-0158
Number of other retired or separated participants entitled to future benefits2010-01-01110
Total of all active and inactive participants2010-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0113
Total participants2010-01-01253
Number of participants with account balances2010-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01270
Total number of active participants reported on line 7a of the Form 55002009-01-0172
Number of retired or separated participants receiving benefits2009-01-0156
Number of other retired or separated participants entitled to future benefits2009-01-01126
Total of all active and inactive participants2009-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0113
Total participants2009-01-01267
Number of participants with account balances2009-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 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 assets2023-12-31$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 assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,165,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$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 year2023-12-31$39,745,484
Value of total assets at beginning of year2023-12-31$37,035,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$15,795
Total interest from all sources2023-12-31$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 year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,191,482
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$360,893
Participant contributions at end of year2023-12-31$19,173
Participant contributions at beginning of year2023-12-31$68,392
Other income not declared elsewhere2023-12-31$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 appraiser2023-12-31No
Value of net income/loss2023-12-31$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)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$28,363,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$22,939,173
Interest on participant loans2023-12-31$2,171
Value of interest in common/collective trusts at end of year2023-12-31$11,362,756
Value of interest in common/collective trusts at beginning of year2023-12-31$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 trusts2023-12-31$325,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,149,498
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2023-12-31042713795
Total unrealized appreciation/depreciation of assets2023-01-01$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 assets2023-01-01$0
Total of all expenses incurred2023-01-01$3,165,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$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 year2023-01-01$39,745,484
Value of total assets at beginning of year2023-01-01$37,035,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$15,795
Total interest from all sources2023-01-01$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 year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$1,191,482
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$360,893
Participant contributions at end of year2023-01-01$19,173
Participant contributions at beginning of year2023-01-01$68,392
Other income not declared elsewhere2023-01-01$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 appraiser2023-01-01No
Value of net income/loss2023-01-01$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)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$28,363,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$22,939,173
Interest on participant loans2023-01-01$2,171
Value of interest in common/collective trusts at end of year2023-01-01$11,362,756
Value of interest in common/collective trusts at beginning of year2023-01-01$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 trusts2023-01-01$325,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$3,149,498
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2023-01-01042713795
2022 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-6,767,452
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,523,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$37,035,636
Value of total assets at beginning of year2022-12-31$45,326,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$16,668
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,409,488
Administrative expenses professional fees incurred2022-12-31$15,663
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$351,891
Participant contributions at end of year2022-12-31$68,392
Participant contributions at beginning of year2022-12-31$89,955
Other income not declared elsewhere2022-12-31$26,096
Administrative expenses (other) incurred2022-12-31$1,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
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$22,939,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$30,941,998
Interest on participant loans2022-12-31$5,332
Value of interest in common/collective trusts at end of year2022-12-31$14,028,071
Value of interest in common/collective trusts at beginning of year2022-12-31$14,294,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,813,584
Net investment gain or loss from common/collective trusts2022-12-31$253,325
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,506,813
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 name2022-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2022-12-31042713795
Total unrealized appreciation/depreciation of assets2022-01-01$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 assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,523,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$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 year2022-01-01$37,035,636
Value of total assets at beginning of year2022-01-01$45,326,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$16,668
Total interest from all sources2022-01-01$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 year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$1,409,488
Administrative expenses professional fees incurred2022-01-01$15,663
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$351,891
Participant contributions at end of year2022-01-01$68,392
Participant contributions at beginning of year2022-01-01$89,955
Other income not declared elsewhere2022-01-01$26,096
Administrative expenses (other) incurred2022-01-01$1,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-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)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$22,939,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$30,941,998
Interest on participant loans2022-01-01$5,332
Value of interest in common/collective trusts at end of year2022-01-01$14,028,071
Value of interest in common/collective trusts at beginning of year2022-01-01$14,294,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-8,813,584
Net investment gain or loss from common/collective trusts2022-01-01$253,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,506,813
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2022-01-01042713795
2021 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,793,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$45,326,569
Value of total assets at beginning of year2021-12-31$44,726,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$15,255
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,220,658
Administrative expenses professional fees incurred2021-12-31$14,200
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$373,056
Participant contributions at end of year2021-12-31$89,955
Participant contributions at beginning of year2021-12-31$107,832
Other income not declared elsewhere2021-12-31$23,318
Administrative expenses (other) incurred2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
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$30,941,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$30,501,989
Interest on participant loans2021-12-31$6,556
Value of interest in common/collective trusts at end of year2021-12-31$14,294,616
Value of interest in common/collective trusts at beginning of year2021-12-31$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 trusts2021-12-31$261,736
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,778,093
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 name2021-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2021-12-31042713795
2020 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 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$7,140,748
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$955,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$44,726,172
Value of total assets at beginning of year2020-12-31$38,540,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,560
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,094,644
Administrative expenses professional fees incurred2020-12-31$13,800
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$382,952
Participant contributions at end of year2020-12-31$107,832
Participant contributions at beginning of year2020-12-31$181,026
Other income not declared elsewhere2020-12-31$20,000
Administrative expenses (other) incurred2020-12-31$760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
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$30,501,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,393,556
Interest on participant loans2020-12-31$9,414
Value of interest in common/collective trusts at end of year2020-12-31$14,116,351
Value of interest in common/collective trusts at beginning of year2020-12-31$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 trusts2020-12-31$281,737
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$940,636
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2020-12-31042713795
2019 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 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$6,641,683
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,354,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$38,540,620
Value of total assets at beginning of year2019-12-31$36,253,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,395
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,332,901
Administrative expenses professional fees incurred2019-12-31$5,045
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$396,854
Participant contributions at end of year2019-12-31$181,026
Participant contributions at beginning of year2019-12-31$153,186
Other income not declared elsewhere2019-12-31$5,010
Administrative expenses (other) incurred2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
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$26,393,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,769,098
Interest on participant loans2019-12-31$8,898
Value of interest in common/collective trusts at end of year2019-12-31$11,966,038
Value of interest in common/collective trusts at beginning of year2019-12-31$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 trusts2019-12-31$291,189
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,348,308
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 name2019-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2019-12-31042713795
2018 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 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$0
Total income from all sources (including contributions)2018-12-31$-201,485
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,366,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$36,253,640
Value of total assets at beginning of year2018-12-31$38,822,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,615
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,123,721
Administrative expenses professional fees incurred2018-12-31$5,035
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$407,208
Participant contributions at end of year2018-12-31$153,186
Participant contributions at beginning of year2018-12-31$114,823
Administrative expenses (other) incurred2018-12-31$580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
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$23,769,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$25,414,672
Interest on participant loans2018-12-31$8,417
Value of interest in common/collective trusts at end of year2018-12-31$12,331,356
Value of interest in common/collective trusts at beginning of year2018-12-31$13,292,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,026,222
Net investment gain or loss from common/collective trusts2018-12-31$285,391
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,361,384
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 name2018-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2018-12-31042713795
2017 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 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$9,015
Total income from all sources (including contributions)2017-12-31$5,541,034
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,990,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,975,952
Value of total corrective distributions2017-12-31$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 year2017-12-31$38,822,124
Value of total assets at beginning of year2017-12-31$35,281,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,459
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,855,144
Administrative expenses professional fees incurred2017-12-31$5,009
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$400,193
Participant contributions at end of year2017-12-31$114,823
Participant contributions at beginning of year2017-12-31$140,845
Administrative expenses (other) incurred2017-12-31$450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
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$25,414,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,163,620
Interest on participant loans2017-12-31$7,182
Value of interest in common/collective trusts at end of year2017-12-31$13,292,629
Value of interest in common/collective trusts at beginning of year2017-12-31$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 trusts2017-12-31$261,416
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,975,952
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$9,015
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 name2017-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2017-12-31042713795
2016 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 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$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,792,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,766,208
Value of total corrective distributions2016-12-31$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 year2016-12-31$35,281,051
Value of total assets at beginning of year2016-12-31$38,022,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,760
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$854,788
Administrative expenses professional fees incurred2016-12-31$2,500
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$448,481
Participant contributions at end of year2016-12-31$140,845
Participant contributions at beginning of year2016-12-31$176,615
Administrative expenses (other) incurred2016-12-31$260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-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)2016-12-31No
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$21,163,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$22,194,918
Interest on participant loans2016-12-31$6,111
Value of interest in common/collective trusts at end of year2016-12-31$13,976,586
Value of interest in common/collective trusts at beginning of year2016-12-31$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 trusts2016-12-31$291,363
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,766,208
Liabilities. Value of benefit claims payable at end of year2016-12-31$9,015
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$22,643
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 name2016-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2016-12-31042713795
2015 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 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$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,009,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,985,752
Value of total corrective distributions2015-12-31$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 year2015-12-31$38,022,222
Value of total assets at beginning of year2015-12-31$40,902,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$288
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,518,359
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$415,264
Participant contributions at end of year2015-12-31$176,615
Participant contributions at beginning of year2015-12-31$254,564
Administrative expenses (other) incurred2015-12-31$288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
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$22,194,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$23,872,315
Interest on participant loans2015-12-31$10,777
Value of interest in common/collective trusts at end of year2015-12-31$15,650,689
Value of interest in common/collective trusts at beginning of year2015-12-31$16,775,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-891,437
Net investment gain or loss from common/collective trusts2015-12-31$76,424
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,985,752
Liabilities. Value of benefit claims payable at end of year2015-12-31$22,643
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$23,158
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 name2015-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2015-12-31042713795
2014 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,223,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,200,185
Value of total corrective distributions2014-12-31$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 year2014-12-31$40,902,548
Value of total assets at beginning of year2014-12-31$40,921,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$532
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,721,671
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$440,835
Participant contributions at end of year2014-12-31$254,564
Participant contributions at beginning of year2014-12-31$185,432
Administrative expenses (other) incurred2014-12-31$532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-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)2014-12-31No
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$23,872,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,859,315
Interest on participant loans2014-12-31$12,081
Value of interest in common/collective trusts at end of year2014-12-31$16,775,669
Value of interest in common/collective trusts at beginning of year2014-12-31$16,876,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-316,791
Net investment gain or loss from common/collective trusts2014-12-31$346,046
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,200,185
Liabilities. Value of benefit claims payable at end of year2014-12-31$23,158
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$22,679
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 name2014-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2014-12-31134008324
2013 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,697,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,661,655
Expenses. Certain deemed distributions of participant loans2013-12-31$16,771
Value of total corrective distributions2013-12-31$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 year2013-12-31$40,921,623
Value of total assets at beginning of year2013-12-31$38,474,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$250
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$970,523
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$449,698
Participant contributions at end of year2013-12-31$185,432
Participant contributions at beginning of year2013-12-31$221,062
Administrative expenses (other) incurred2013-12-31$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$23,859,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,098,902
Interest on participant loans2013-12-31$10,769
Value of interest in common/collective trusts at end of year2013-12-31$16,876,876
Value of interest in common/collective trusts at beginning of year2013-12-31$18,154,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,848,945
Net investment gain or loss from common/collective trusts2013-12-31$-138,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,661,655
Liabilities. Value of benefit claims payable at end of year2013-12-31$22,679
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$19,124
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2013-12-31134008324
2012 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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 assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,480,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,469,316
Value of total corrective distributions2012-12-31$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 year2012-12-31$38,474,335
Value of total assets at beginning of year2012-12-31$36,244,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$350
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$495,195
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$450,408
Participant contributions at end of year2012-12-31$221,062
Participant contributions at beginning of year2012-12-31$232,876
Administrative expenses (other) incurred2012-12-31$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,098,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,881,858
Interest on participant loans2012-12-31$12,581
Value of interest in common/collective trusts at end of year2012-12-31$18,154,371
Value of interest in common/collective trusts at beginning of year2012-12-31$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 trusts2012-12-31$515,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,469,316
Liabilities. Value of benefit claims payable at end of year2012-12-31$19,124
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2012-12-31134008324
2011 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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 assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,220,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,191,082
Expenses. Certain deemed distributions of participant loans2011-12-31$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 year2011-12-31$36,244,256
Value of total assets at beginning of year2011-12-31$36,488,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$931
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$449,481
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$501,433
Participant contributions at end of year2011-12-31$232,876
Participant contributions at beginning of year2011-12-31$244,871
Administrative expenses (other) incurred2011-12-31$931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,881,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,189,700
Interest on participant loans2011-12-31$15,997
Value of interest in common/collective trusts at end of year2011-12-31$18,129,522
Value of interest in common/collective trusts at beginning of year2011-12-31$16,054,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-555,005
Net investment gain or loss from common/collective trusts2011-12-31$563,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,191,082
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2011-12-31134008324
2010 : MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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 assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,717,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,704,880
Expenses. Certain deemed distributions of participant loans2010-12-31$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 year2010-12-31$36,488,742
Value of total assets at beginning of year2010-12-31$34,051,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$500
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$344,975
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$553,155
Participant contributions at end of year2010-12-31$244,871
Participant contributions at beginning of year2010-12-31$239,564
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,074
Administrative expenses (other) incurred2010-12-31$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$20,189,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$18,278,885
Interest on participant loans2010-12-31$16,178
Value of interest in common/collective trusts at end of year2010-12-31$16,054,171
Value of interest in common/collective trusts at beginning of year2010-12-31$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 trusts2010-12-31$722,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,704,880
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2010-12-31134008324
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 securities2009-12-31$0

Form 5500 Responses for MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN

2023: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 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: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 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
2013: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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