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THE ALLIED GROUP 401(K) PLAN 401k Plan overview

Plan NameTHE ALLIED GROUP 401(K) PLAN
Plan identification number 002

THE ALLIED GROUP 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:THE ALLIED GROUP
Employer identification number (EIN):050250436
NAIC Classification:323100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ALLIED GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01
0022017-01-01ROBERT DELISLE ROBERT DELISLE2018-07-24
0022016-01-01ROBERT DELISLE ROBERT DELISLE2017-08-16
0022015-01-01ROBERT DELISLE ROBERT DELISLE2016-08-02
0022014-01-01ROBERT DELISLE ROBERT DELISLE2015-08-27
0022013-01-01ROBERT DELISLE ROBERT DELISLE2015-06-25
0022012-01-01ROBERT DELISLE ROBERT DELISLE2013-07-30
0022011-01-01WILLIAM H. COUTU ROBERT DELISLE2012-09-20
0022009-01-01WILLIAM H. COUTU ROBERT DELISLE2010-09-22

Plan Statistics for THE ALLIED GROUP 401(K) PLAN

401k plan membership statisitcs for THE ALLIED GROUP 401(K) PLAN

Measure Date Value
2018: THE ALLIED GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01117
Total number of active participants reported on line 7a of the Form 55002018-01-01110
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01120
Number of participants with account balances2018-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE ALLIED GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01153
Total number of active participants reported on line 7a of the Form 55002017-01-01105
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0112
Total of all active and inactive participants2017-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01117
Number of participants with account balances2017-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE ALLIED GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01118
Total number of active participants reported on line 7a of the Form 55002016-01-01138
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01153
Number of participants with account balances2016-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE ALLIED GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01141
Total number of active participants reported on line 7a of the Form 55002015-01-01100
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01118
Number of participants with account balances2015-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE ALLIED GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01148
Total number of active participants reported on line 7a of the Form 55002014-01-01127
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01141
Number of participants with account balances2014-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: THE ALLIED GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01153
Total number of active participants reported on line 7a of the Form 55002013-01-01133
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01148
Number of participants with account balances2013-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE ALLIED GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01141
Total number of active participants reported on line 7a of the Form 55002012-01-01139
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01153
Number of participants with account balances2012-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE ALLIED GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01154
Total number of active participants reported on line 7a of the Form 55002011-01-01126
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01141
Number of participants with account balances2011-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE ALLIED GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01139
Total number of active participants reported on line 7a of the Form 55002009-01-0191
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01110
Number of participants with account balances2009-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on THE ALLIED GROUP 401(K) PLAN

Measure Date Value
2018 : THE ALLIED GROUP 401(K) 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$22,563
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16,760
Total income from all sources (including contributions)2018-12-31$153,682
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$685,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$607,430
Value of total corrective distributions2018-12-31$22,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$677,408
Value of total assets at end of year2018-12-31$12,633,434
Value of total assets at beginning of year2018-12-31$13,159,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$55,404
Total interest from all sources2018-12-31$6,549
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$630,925
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$630,925
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$559,899
Participant contributions at end of year2018-12-31$159,658
Participant contributions at beginning of year2018-12-31$199,561
Administrative expenses (other) incurred2018-12-31$55,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-531,715
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,610,871
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,142,586
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$12,356,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,851,493
Interest on participant loans2018-12-31$6,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,161,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$117,509
Employer contributions (assets) at end of year2018-12-31$117,509
Employer contributions (assets) at beginning of year2018-12-31$108,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$607,430
Liabilities. Value of benefit claims payable at end of year2018-12-31$22,563
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$16,760
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 name2018-12-31KAHN, LITWIN, RENZA & CO., LTD
Accountancy firm EIN2018-12-31050409384
2017 : THE ALLIED GROUP 401(K) 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$16,760
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,890
Total income from all sources (including contributions)2017-12-31$2,560,576
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$562,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$515,854
Value of total corrective distributions2017-12-31$12,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$632,032
Value of total assets at end of year2017-12-31$13,159,346
Value of total assets at beginning of year2017-12-31$11,156,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$33,786
Total interest from all sources2017-12-31$8,277
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$404,152
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$404,152
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$523,740
Participant contributions at end of year2017-12-31$199,561
Participant contributions at beginning of year2017-12-31$246,873
Administrative expenses (other) incurred2017-12-31$33,786
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$1,998,405
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,142,586
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,144,181
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$12,851,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,811,854
Interest on participant loans2017-12-31$8,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,516,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$108,292
Employer contributions (assets) at end of year2017-12-31$108,292
Employer contributions (assets) at beginning of year2017-12-31$97,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$515,854
Liabilities. Value of benefit claims payable at end of year2017-12-31$16,760
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$11,890
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 name2017-12-31KAHN, LITWIN, RENZA & CO., LTD
Accountancy firm EIN2017-12-31050409384
2016 : THE ALLIED GROUP 401(K) 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$11,890
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,729
Total income from all sources (including contributions)2016-12-31$1,291,501
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$264,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$221,731
Value of total corrective distributions2016-12-31$11,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$588,309
Value of total assets at end of year2016-12-31$11,156,071
Value of total assets at beginning of year2016-12-31$10,129,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$31,130
Total interest from all sources2016-12-31$8,513
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$318,968
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$318,968
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$461,752
Participant contributions at end of year2016-12-31$246,873
Participant contributions at beginning of year2016-12-31$231,455
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$29,213
Other income not declared elsewhere2016-12-31$38
Administrative expenses (other) incurred2016-12-31$31,130
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$1,026,666
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,144,181
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,117,515
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$10,811,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,897,789
Interest on participant loans2016-12-31$8,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$375,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$97,344
Employer contributions (assets) at end of year2016-12-31$97,344
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$221,731
Liabilities. Value of benefit claims payable at end of year2016-12-31$11,890
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$11,729
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 name2016-12-31KAHN, LITWIN, RENZA & CO., LTD
Accountancy firm EIN2016-12-31050409384
2015 : THE ALLIED GROUP 401(K) 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$11,729
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$674
Total income from all sources (including contributions)2015-12-31$1,134,238
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$259,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$228,603
Value of total corrective distributions2015-12-31$709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,050,475
Value of total assets at end of year2015-12-31$10,129,244
Value of total assets at beginning of year2015-12-31$9,243,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$30,636
Total interest from all sources2015-12-31$8,219
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$361,223
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$361,223
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$444,747
Participant contributions at end of year2015-12-31$231,455
Participant contributions at beginning of year2015-12-31$173,909
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$605,728
Administrative expenses (other) incurred2015-12-31$30,636
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$874,290
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,117,515
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,243,225
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$9,897,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,069,990
Interest on participant loans2015-12-31$8,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-285,679
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$228,603
Liabilities. Value of benefit claims payable at end of year2015-12-31$11,729
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$674
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 name2015-12-31KHAN, LITWIN, RENZA & CO., LTD
Accountancy firm EIN2015-12-31050409384
2014 : THE ALLIED GROUP 401(K) 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$674
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$11,937
Total income from all sources (including contributions)2014-12-31$1,162,498
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$741,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$705,748
Value of total corrective distributions2014-12-31$11,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$511,047
Value of total assets at end of year2014-12-31$9,243,899
Value of total assets at beginning of year2014-12-31$8,834,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,097
Total interest from all sources2014-12-31$6,969
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$345,169
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$345,169
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$356,890
Participant contributions at end of year2014-12-31$173,909
Participant contributions at beginning of year2014-12-31$186,611
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$4,819
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$143,750
Administrative expenses (other) incurred2014-12-31$24,097
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$420,739
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,243,225
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,822,486
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$9,069,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,642,993
Interest on participant loans2014-12-31$6,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$299,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$10,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$705,748
Liabilities. Value of benefit claims payable at end of year2014-12-31$674
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$11,937
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 name2014-12-31KHAN, LITWIN, RENZA & CO., LTD
Accountancy firm EIN2014-12-31050409384
2013 : THE ALLIED GROUP 401(K) 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$11,937
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$12,662
Total income from all sources (including contributions)2013-12-31$944,628
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$285,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$255,198
Value of total corrective distributions2013-12-31$902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$407,020
Value of total assets at end of year2013-12-31$8,834,423
Value of total assets at beginning of year2013-12-31$8,175,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$29,150
Total interest from all sources2013-12-31$6,931
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$200,591
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$200,591
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$405,355
Participant contributions at end of year2013-12-31$186,611
Participant contributions at beginning of year2013-12-31$184,931
Participant contributions at end of year2013-12-31$4,819
Participant contributions at beginning of year2013-12-31$39,844
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,665
Other income not declared elsewhere2013-12-31$175
Administrative expenses (other) incurred2013-12-31$325
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$659,378
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,822,486
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,163,108
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
Investment advisory and management fees2013-12-31$28,825
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,642,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,950,995
Interest on participant loans2013-12-31$6,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$329,911
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$255,198
Liabilities. Value of benefit claims payable at end of year2013-12-31$11,937
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$12,662
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 name2013-12-31KHAN, LITWIN, RENZA & CO., LTD
Accountancy firm EIN2013-12-31050409384
2012 : THE ALLIED GROUP 401(K) 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$12,662
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,698
Total income from all sources (including contributions)2012-12-31$2,084,139
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$621,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$596,535
Value of total corrective distributions2012-12-31$1,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,523,109
Value of total assets at end of year2012-12-31$8,175,770
Value of total assets at beginning of year2012-12-31$6,701,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,020
Total interest from all sources2012-12-31$7,994
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$154,017
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$154,017
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$415,422
Participant contributions at end of year2012-12-31$184,931
Participant contributions at beginning of year2012-12-31$206,795
Participant contributions at end of year2012-12-31$39,844
Participant contributions at beginning of year2012-12-31$33,000
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,107,687
Administrative expenses (other) incurred2012-12-31$23,020
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$1,462,904
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,163,108
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,700,204
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$7,950,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,462,107
Interest on participant loans2012-12-31$7,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$399,019
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$596,535
Liabilities. Value of benefit claims payable at end of year2012-12-31$12,662
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,698
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 name2012-12-31KAHN, LITWIN, RENZA & CO., LTD
Accountancy firm EIN2012-12-31050409384
2011 : THE ALLIED GROUP 401(K) 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$1,698
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,132
Total income from all sources (including contributions)2011-12-31$431,594
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,237,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,208,321
Expenses. Certain deemed distributions of participant loans2011-12-31$1,741
Value of total corrective distributions2011-12-31$1,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$432,209
Value of total assets at end of year2011-12-31$6,701,902
Value of total assets at beginning of year2011-12-31$7,506,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$25,929
Total interest from all sources2011-12-31$8,869
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$205,495
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$205,495
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$369,800
Participant contributions at end of year2011-12-31$206,795
Participant contributions at beginning of year2011-12-31$241,281
Participant contributions at end of year2011-12-31$33,000
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$62,409
Administrative expenses (other) incurred2011-12-31$25,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-805,656
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,700,204
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,505,860
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$6,462,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,265,711
Interest on participant loans2011-12-31$8,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-214,979
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$1,208,321
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,698
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,132
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 name2011-12-31KAHN, LITWIN, RENZA & CO., LTD
Accountancy firm EIN2011-12-31050409384
2010 : THE ALLIED GROUP 401(K) 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$1,132
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,150
Total income from all sources (including contributions)2010-12-31$1,320,413
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$179,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$152,623
Value of total corrective distributions2010-12-31$3,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$602,726
Value of total assets at end of year2010-12-31$7,506,992
Value of total assets at beginning of year2010-12-31$6,375,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,960
Total interest from all sources2010-12-31$9,566
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$168,023
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$168,023
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$352,608
Participant contributions at end of year2010-12-31$241,281
Participant contributions at beginning of year2010-12-31$177,593
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$250,118
Other income not declared elsewhere2010-12-31$807
Administrative expenses (other) incurred2010-12-31$23,960
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$1,140,764
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,505,860
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,365,096
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$7,265,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,197,653
Interest on participant loans2010-12-31$9,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$539,291
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$152,623
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,132
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$10,150
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 name2010-12-31KAHN, LITWIN, RENZA & CO., LTD
Accountancy firm EIN2010-12-31050409384

Form 5500 Responses for THE ALLIED GROUP 401(K) PLAN

2018: THE ALLIED GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE ALLIED GROUP 401(K) 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: THE ALLIED GROUP 401(K) 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: THE ALLIED GROUP 401(K) 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: THE ALLIED GROUP 401(K) 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: THE ALLIED GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: THE ALLIED GROUP 401(K) 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: THE ALLIED GROUP 401(K) 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
2009: THE ALLIED GROUP 401(K) 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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