?>
Logo

PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 401k Plan overview

Plan NamePREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN
Plan identification number 001

PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

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

Company Name:PREFERRED MUTUAL INSURANCE COMPANY
Employer identification number (EIN):150420080
NAIC Classification:524150

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JENIFER RINEHART JENIFER RINEHART2018-10-12
0012016-01-01JENIFER RINEHART JENIFER RINEHART2017-10-16
0012016-01-01 JENIFER RINEHART2017-10-16
0012015-01-01BRIAN SMITH BRIAN SMITH2016-10-17
0012014-01-01BRIAN SMITH BRIAN SMITH2015-10-14
0012013-01-01BRIAN SMITH BRIAN SMITH2014-10-14
0012012-01-01AARON VALENTINE AARON VALENTINE2013-10-14
0012011-01-01KARLYN MYERS KARLYN MYERS2012-09-28
0012010-01-01KARLYN MYERS KARLYN MYERS2011-10-12
0012009-01-01KARLYN T. MYERS KARLYN T. MYERS2010-10-13
0012009-01-01KARLYN T. MYERS KARLYN T. MYERS2010-11-02
0012009-01-01KARLYN T. MYERS KARLYN T. MYERS2010-11-12

Plan Statistics for PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN

401k plan membership statisitcs for PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN

Measure Date Value
2022: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2022 401k membership
Market value of plan assets2022-12-3154,830,209
Acturial value of plan assets2022-12-3150,909,652
Funding target for retired participants and beneficiaries receiving payment2022-12-315,516,727
Number of terminated vested participants2022-12-31139
Fundng target for terminated vested participants2022-12-313,301,692
Active participant vested funding target2022-12-3112,561,151
Number of active participants2022-12-31248
Total funding liabilities for active participants2022-12-3112,632,204
Total participant count2022-12-31464
Total funding target for all participants2022-12-3121,450,623
Balance at beginning of prior year after applicable adjustments2022-12-3120,032,177
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3119,437,976
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-311,095,189
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3118,936,988
Amount remaining of prefunding balance2022-12-3119,437,976
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-3121,817,304
Balance of prefunding at beginning of current year2022-12-3122,394,492
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-311,055,202
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-311,055,202
Carryover balance elected to use to offset funding requirement2022-12-311,055,202
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01461
Total number of active participants reported on line 7a of the Form 55002022-01-01243
Number of retired or separated participants receiving benefits2022-01-0178
Number of other retired or separated participants entitled to future benefits2022-01-01148
Total of all active and inactive participants2022-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01469
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2021 401k membership
Market value of plan assets2021-12-3149,028,017
Acturial value of plan assets2021-12-3145,638,790
Funding target for retired participants and beneficiaries receiving payment2021-12-315,498,534
Number of terminated vested participants2021-12-31126
Fundng target for terminated vested participants2021-12-312,586,103
Active participant vested funding target2021-12-3113,023,789
Number of active participants2021-12-31274
Total funding liabilities for active participants2021-12-3113,098,353
Total participant count2021-12-31471
Total funding target for all participants2021-12-3121,182,990
Balance at beginning of prior year after applicable adjustments2021-12-3119,005,353
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3117,475,480
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-31995,664
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3118,009,689
Amount remaining of prefunding balance2021-12-3117,475,480
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3120,032,177
Balance of prefunding at beginning of current year2021-12-3119,437,976
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,095,189
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-311,095,189
Carryover balance elected to use to offset funding requirement2021-12-311,095,189
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01470
Total number of active participants reported on line 7a of the Form 55002021-01-01245
Number of retired or separated participants receiving benefits2021-01-0173
Number of other retired or separated participants entitled to future benefits2021-01-01143
Total of all active and inactive participants2021-01-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01461
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2020 401k membership
Market value of plan assets2020-12-3145,552,028
Acturial value of plan assets2020-12-3143,347,316
Funding target for retired participants and beneficiaries receiving payment2020-12-315,273,511
Number of terminated vested participants2020-12-31126
Fundng target for terminated vested participants2020-12-313,025,033
Active participant vested funding target2020-12-3111,573,430
Number of active participants2020-12-31241
Total funding liabilities for active participants2020-12-3111,638,747
Total participant count2020-12-31438
Total funding target for all participants2020-12-3119,937,291
Balance at beginning of prior year after applicable adjustments2020-12-3116,091,902
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3114,491,649
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-31331,596
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3115,760,306
Amount remaining of prefunding balance2020-12-3114,491,649
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3119,005,353
Balance of prefunding at beginning of current year2020-12-3117,475,480
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31907,513
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31907,513
Carryover balance elected to use to offset funding requirement2020-12-31995,664
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01444
Total number of active participants reported on line 7a of the Form 55002020-01-01247
Number of retired or separated participants receiving benefits2020-01-0167
Number of other retired or separated participants entitled to future benefits2020-01-01129
Total of all active and inactive participants2020-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-01449
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2019 401k membership
Market value of plan assets2019-12-3138,191,594
Acturial value of plan assets2019-12-3140,039,665
Funding target for retired participants and beneficiaries receiving payment2019-12-314,817,433
Number of terminated vested participants2019-12-31114
Fundng target for terminated vested participants2019-12-312,850,298
Active participant vested funding target2019-12-3111,914,090
Number of active participants2019-12-31254
Total funding liabilities for active participants2019-12-3112,062,646
Total participant count2019-12-31436
Total funding target for all participants2019-12-3119,730,377
Balance at beginning of prior year after applicable adjustments2019-12-3116,858,986
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3115,182,451
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3116,858,986
Amount remaining of prefunding balance2019-12-3115,182,451
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3116,091,902
Balance of prefunding at beginning of current year2019-12-3114,491,649
Total employer contributions2019-12-31719,437
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31700,933
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,032,529
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,032,529
Carryover balance elected to use to offset funding requirement2019-12-31331,596
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31700,933
Contributions allocatedtoward minimum required contributions for current year2019-12-31700,933
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01447
Total number of active participants reported on line 7a of the Form 55002019-01-01224
Number of retired or separated participants receiving benefits2019-01-0168
Number of other retired or separated participants entitled to future benefits2019-01-01127
Total of all active and inactive participants2019-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01424
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2018 401k membership
Market value of plan assets2018-12-3140,796,664
Acturial value of plan assets2018-12-3138,606,256
Funding target for retired participants and beneficiaries receiving payment2018-12-314,792,637
Number of terminated vested participants2018-12-31102
Fundng target for terminated vested participants2018-12-312,991,998
Active participant vested funding target2018-12-3110,681,591
Number of active participants2018-12-31266
Total funding liabilities for active participants2018-12-3110,766,228
Total participant count2018-12-31436
Total funding target for all participants2018-12-3118,550,863
Balance at beginning of prior year after applicable adjustments2018-12-3114,624,381
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3113,170,065
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3114,624,381
Amount remaining of prefunding balance2018-12-3113,170,065
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3116,858,986
Balance of prefunding at beginning of current year2018-12-3115,182,451
Total employer contributions2018-12-311,019,737
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31974,235
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31974,235
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31974,235
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31974,235
Contributions allocatedtoward minimum required contributions for current year2018-12-31974,235
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01439
Total number of active participants reported on line 7a of the Form 55002018-01-01244
Number of retired or separated participants receiving benefits2018-01-0165
Number of other retired or separated participants entitled to future benefits2018-01-01115
Total of all active and inactive participants2018-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-01429
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2017 401k membership
Market value of plan assets2017-12-3135,903,152
Acturial value of plan assets2017-12-3136,431,244
Funding target for retired participants and beneficiaries receiving payment2017-12-314,586,772
Number of terminated vested participants2017-12-3198
Fundng target for terminated vested participants2017-12-312,380,172
Active participant vested funding target2017-12-3110,506,436
Number of active participants2017-12-31224
Total funding liabilities for active participants2017-12-3110,554,490
Total participant count2017-12-31388
Total funding target for all participants2017-12-3117,521,434
Balance at beginning of prior year after applicable adjustments2017-12-3113,604,075
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3112,251,223
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3113,604,075
Amount remaining of prefunding balance2017-12-3112,251,223
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-3114,624,381
Balance of prefunding at beginning of current year2017-12-3113,170,065
Total employer contributions2017-12-31826,286
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31797,849
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31797,849
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31797,849
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31797,849
Contributions allocatedtoward minimum required contributions for current year2017-12-31797,849
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01391
Total number of active participants reported on line 7a of the Form 55002017-01-01232
Number of retired or separated participants receiving benefits2017-01-0166
Number of other retired or separated participants entitled to future benefits2017-01-01103
Total of all active and inactive participants2017-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01405
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2016 401k membership
Market value of plan assets2016-12-3134,793,059
Acturial value of plan assets2016-12-3136,273,905
Funding target for retired participants and beneficiaries receiving payment2016-12-313,752,607
Number of terminated vested participants2016-12-3192
Fundng target for terminated vested participants2016-12-313,629,471
Active participant vested funding target2016-12-3110,247,847
Number of active participants2016-12-31233
Total funding liabilities for active participants2016-12-3110,274,426
Total participant count2016-12-31382
Total funding target for all participants2016-12-3117,656,504
Balance at beginning of prior year after applicable adjustments2016-12-3114,155,759
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3112,181,787
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-31628,788
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3113,526,971
Amount remaining of prefunding balance2016-12-3112,181,787
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-3113,604,075
Balance of prefunding at beginning of current year2016-12-3112,251,223
Total employer contributions2016-12-31752,895
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31728,469
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31728,469
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31728,469
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31728,469
Contributions allocatedtoward minimum required contributions for current year2016-12-31728,469
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01387
Total number of active participants reported on line 7a of the Form 55002016-01-01214
Number of retired or separated participants receiving benefits2016-01-0164
Number of other retired or separated participants entitled to future benefits2016-01-0196
Total of all active and inactive participants2016-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01377
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01381
Total number of active participants reported on line 7a of the Form 55002015-01-01221
Number of retired or separated participants receiving benefits2015-01-0156
Number of other retired or separated participants entitled to future benefits2015-01-0189
Total of all active and inactive participants2015-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01368
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01391
Total number of active participants reported on line 7a of the Form 55002014-01-01251
Number of retired or separated participants receiving benefits2014-01-0153
Number of other retired or separated participants entitled to future benefits2014-01-0182
Total of all active and inactive participants2014-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01387
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01382
Total number of active participants reported on line 7a of the Form 55002013-01-01223
Number of retired or separated participants receiving benefits2013-01-0154
Number of other retired or separated participants entitled to future benefits2013-01-01104
Total of all active and inactive participants2013-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01382
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01368
Total number of active participants reported on line 7a of the Form 55002012-01-01220
Number of retired or separated participants receiving benefits2012-01-0155
Number of other retired or separated participants entitled to future benefits2012-01-0195
Total of all active and inactive participants2012-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01371
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01363
Total number of active participants reported on line 7a of the Form 55002011-01-01206
Number of retired or separated participants receiving benefits2011-01-0156
Number of other retired or separated participants entitled to future benefits2011-01-0192
Total of all active and inactive participants2011-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01355
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01347
Total number of active participants reported on line 7a of the Form 55002010-01-01209
Number of retired or separated participants receiving benefits2010-01-0149
Number of other retired or separated participants entitled to future benefits2010-01-0190
Total of all active and inactive participants2010-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01349
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01345
Total number of active participants reported on line 7a of the Form 55002009-01-01212
Number of retired or separated participants receiving benefits2009-01-0148
Number of other retired or separated participants entitled to future benefits2009-01-0191
Total of all active and inactive participants2009-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01351
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN

Measure Date Value
2022 : PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,676,426
Total unrealized appreciation/depreciation of assets2022-12-31$-1,676,426
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$0
Total income from all sources (including contributions)2022-12-31$-8,133,544
Total loss/gain on sale of assets2022-12-31$-102,341
Total of all expenses incurred2022-12-31$1,930,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,714,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$44,927,100
Value of total assets at beginning of year2022-12-31$54,991,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$215,712
Total interest from all sources2022-12-31$241,124
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$368,283
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$368,283
Administrative expenses professional fees incurred2022-12-31$32,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$70,159
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$160,904
Administrative expenses (other) incurred2022-12-31$132,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,064,013
Value of net assets at end of year (total assets less liabilities)2022-12-31$44,927,100
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$54,991,113
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$15,737,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,627,206
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$22,469,834
Income. Interest from US Government securities2022-12-31$28,863
Income. Interest from corporate debt instruments2022-12-31$204,493
Value of interest in common/collective trusts at end of year2022-12-31$19,193,886
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,283,536
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,453,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,453,849
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$7,768
Asset value of US Government securities at end of year2022-12-31$1,220,818
Asset value of US Government securities at beginning of year2022-12-31$1,256,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,175,834
Net investment gain/loss from pooled separate accounts2022-12-31$-3,785,935
Net investment gain or loss from common/collective trusts2022-12-31$-2,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$1,714,757
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$6,420,824
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$7,023,034
Contract administrator fees2022-12-31$50,965
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
Aggregate proceeds on sale of assets2022-12-31$4,539,003
Aggregate carrying amount (costs) on sale of assets2022-12-31$4,641,344
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JOHNSON, LAUDER & SAVIDGE, LLP
Accountancy firm EIN2022-12-31160919630
2021 : PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-2,242,339
Total unrealized appreciation/depreciation of assets2021-12-31$-2,242,339
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$7,441,486
Total loss/gain on sale of assets2021-12-31$-6,077
Total of all expenses incurred2021-12-31$1,478,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,342,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$54,991,113
Value of total assets at beginning of year2021-12-31$49,028,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$136,145
Total interest from all sources2021-12-31$201,937
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$458,382
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$458,382
Administrative expenses professional fees incurred2021-12-31$22,400
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$160,904
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$39,936
Administrative expenses (other) incurred2021-12-31$94,572
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$5,963,096
Value of net assets at end of year (total assets less liabilities)2021-12-31$54,991,113
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$49,028,017
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$19,627,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,900,736
Value of interest in pooled separate accounts at end of year2021-12-31$22,469,834
Value of interest in pooled separate accounts at beginning of year2021-12-31$21,707,442
Income. Interest from US Government securities2021-12-31$18,396
Income. Interest from corporate debt instruments2021-12-31$183,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,453,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,860,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,860,402
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$64
Asset value of US Government securities at end of year2021-12-31$1,256,286
Asset value of US Government securities at beginning of year2021-12-31$385,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,276,907
Net investment gain/loss from pooled separate accounts2021-12-31$2,752,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$1,342,245
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$7,023,034
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$6,133,606
Contract administrator fees2021-12-31$19,173
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
Aggregate proceeds on sale of assets2021-12-31$4,368,245
Aggregate carrying amount (costs) on sale of assets2021-12-31$4,374,322
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JOHNSON, LAUDER & SAVIDGE, LLP
Accountancy firm EIN2021-12-31160919630
2020 : PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-1,626,957
Total unrealized appreciation/depreciation of assets2020-12-31$-1,626,957
Total transfer of assets to this plan2020-12-31$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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,983,603
Total loss/gain on sale of assets2020-12-31$-39,026
Total of all expenses incurred2020-12-31$1,569,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,403,233
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$49,028,017
Value of total assets at beginning of year2020-12-31$45,614,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$166,577
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$185,671
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$396,758
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$396,758
Administrative expenses professional fees incurred2020-12-31$15,800
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$39,936
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$62,196
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$69,886
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$3,413,793
Value of net assets at end of year (total assets less liabilities)2020-12-31$49,028,017
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$45,614,224
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,900,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,244,481
Value of interest in pooled separate accounts at end of year2020-12-31$21,707,442
Value of interest in pooled separate accounts at beginning of year2020-12-31$20,165,760
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$21,109
Income. Interest from corporate debt instruments2020-12-31$164,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,860,402
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$581,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$581,775
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$385,895
Asset value of US Government securities at beginning of year2020-12-31$1,111,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,284,056
Net investment gain/loss from pooled separate accounts2020-12-31$1,783,101
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,403,233
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$6,133,606
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$6,448,248
Contract administrator fees2020-12-31$80,891
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$4,286,090
Aggregate carrying amount (costs) on sale of assets2020-12-31$4,325,116
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JOHNSON, LAUDER & SAVIDGE, LLP
Accountancy firm EIN2020-12-31160919630
2019 : PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-478,805
Total unrealized appreciation/depreciation of assets2019-12-31$-478,805
Total transfer of assets to this plan2019-12-31$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
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,605,297
Total loss/gain on sale of assets2019-12-31$3,486
Total of all expenses incurred2019-12-31$1,192,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,065,291
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$719,437
Value of total assets at end of year2019-12-31$45,614,224
Value of total assets at beginning of year2019-12-31$38,201,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$127,668
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$174,691
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$477,768
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$477,768
Administrative expenses professional fees incurred2019-12-31$15,800
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
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
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$62,196
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$44,094
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$34,160
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$7,412,338
Value of net assets at end of year (total assets less liabilities)2019-12-31$45,614,224
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$38,201,886
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,244,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,030,930
Value of interest in pooled separate accounts at end of year2019-12-31$20,165,760
Value of interest in pooled separate accounts at beginning of year2019-12-31$16,725,773
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$11,266
Income. Interest from corporate debt instruments2019-12-31$163,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$581,775
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,790,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,790,034
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$1,111,764
Asset value of US Government securities at beginning of year2019-12-31$448,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,800,019
Net investment gain/loss from pooled separate accounts2019-12-31$2,908,701
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$719,437
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$421,351
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,065,291
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$6,448,248
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$4,740,720
Contract administrator fees2019-12-31$77,708
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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
Aggregate proceeds on sale of assets2019-12-31$4,780,701
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,777,215
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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 name2019-12-31JOHNSON, LAUDER & SAVIDGE, LLP
Accountancy firm EIN2019-12-31160919630
2018 : PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$918,055
Total unrealized appreciation/depreciation of assets2018-12-31$918,055
Total transfer of assets to this plan2018-12-31$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
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$-951,692
Total loss/gain on sale of assets2018-12-31$-7,887
Total of all expenses incurred2018-12-31$1,843,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,707,082
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,019,737
Value of total assets at end of year2018-12-31$38,201,886
Value of total assets at beginning of year2018-12-31$40,996,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$136,003
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$137,901
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$388,142
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$388,142
Administrative expenses professional fees incurred2018-12-31$29,049
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$44,094
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$27,914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$29,674
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$200,000
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-2,794,777
Value of net assets at end of year (total assets less liabilities)2018-12-31$38,201,886
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$40,996,663
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,030,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,129,353
Value of interest in pooled separate accounts at end of year2018-12-31$16,725,773
Value of interest in pooled separate accounts at beginning of year2018-12-31$18,686,617
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$9,670
Income. Interest from corporate debt instruments2018-12-31$124,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,790,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,145,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,145,943
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,340
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$448,984
Asset value of US Government securities at beginning of year2018-12-31$702,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,995,397
Net investment gain/loss from pooled separate accounts2018-12-31$-1,412,243
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$1,019,737
Employer contributions (assets) at end of year2018-12-31$421,351
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,707,082
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$4,740,720
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$3,103,902
Contract administrator fees2018-12-31$77,280
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$5,567,992
Aggregate carrying amount (costs) on sale of assets2018-12-31$5,575,879
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31JOHNSON, LAUDER & SAVIDGE, LLP
Accountancy firm EIN2018-12-31160919630
2017 : PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$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$90,593
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,367,071
Total loss/gain on sale of assets2017-12-31$1,048
Total of all expenses incurred2017-12-31$1,469,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,357,188
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$718,607
Value of total assets at end of year2017-12-31$40,996,663
Value of total assets at beginning of year2017-12-31$36,189,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$112,439
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$108,764
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$286,702
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$286,702
Administrative expenses professional fees incurred2017-12-31$16,965
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$27,914
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$21,067
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$90,593
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$25,944
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$200,000
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$4,897,444
Value of net assets at end of year (total assets less liabilities)2017-12-31$40,996,663
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$36,099,219
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,129,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,560,240
Value of interest in pooled separate accounts at end of year2017-12-31$18,686,617
Value of interest in pooled separate accounts at beginning of year2017-12-31$15,957,812
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$10,125
Income. Interest from corporate debt instruments2017-12-31$79,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,145,943
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,857,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,857,302
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$18,960
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$702,934
Asset value of US Government securities at beginning of year2017-12-31$707,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,577,043
Net investment gain/loss from pooled separate accounts2017-12-31$2,674,907
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$718,607
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$201,787
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,357,188
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$3,103,902
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$2,884,426
Contract administrator fees2017-12-31$69,530
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$6,090,701
Aggregate carrying amount (costs) on sale of assets2017-12-31$6,089,653
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2017-12-31161226221
2016 : PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$90,593
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,348,263
Total loss/gain on sale of assets2016-12-31$1,336
Total of all expenses incurred2016-12-31$2,242,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,119,138
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$726,043
Value of total assets at end of year2016-12-31$36,189,812
Value of total assets at beginning of year2016-12-31$34,993,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$122,966
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$95,768
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$295,208
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$295,208
Administrative expenses professional fees incurred2016-12-31$30,050
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
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
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$21,067
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$23,251
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$90,593
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$23,296
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$1,106,159
Value of net assets at end of year (total assets less liabilities)2016-12-31$36,099,219
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$34,993,060
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,560,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,337,765
Value of interest in pooled separate accounts at end of year2016-12-31$15,957,812
Value of interest in pooled separate accounts at beginning of year2016-12-31$14,643,778
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$13,969
Income. Interest from corporate debt instruments2016-12-31$75,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,857,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,072,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,072,805
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$6,604
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$707,178
Asset value of US Government securities at beginning of year2016-12-31$952,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,307,103
Net investment gain/loss from pooled separate accounts2016-12-31$922,805
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$726,043
Employer contributions (assets) at end of year2016-12-31$201,787
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,119,138
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$2,884,426
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$2,962,757
Contract administrator fees2016-12-31$69,620
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$2,891,597
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,890,261
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2016-12-31161226221
2015 : PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$171,239
Total unrealized appreciation/depreciation of assets2015-12-31$171,239
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$616,545
Total loss/gain on sale of assets2015-12-31$-240,454
Total of all expenses incurred2015-12-31$1,281,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,164,358
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$181,441
Value of total assets at end of year2015-12-31$34,993,060
Value of total assets at beginning of year2015-12-31$35,657,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$116,804
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$87,552
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$465,428
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$112,632
Administrative expenses professional fees incurred2015-12-31$27,965
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
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
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$23,251
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$46,433
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$20,748
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-664,617
Value of net assets at end of year (total assets less liabilities)2015-12-31$34,993,060
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,657,677
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,337,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$14,643,778
Value of interest in pooled separate accounts at beginning of year2015-12-31$14,887,687
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$17,636
Income. Interest from corporate debt instruments2015-12-31$68,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,072,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,862,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,862,497
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,391
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$952,704
Asset value of US Government securities at beginning of year2015-12-31$1,049,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-48,661
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$181,441
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$156,228
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$352,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,164,358
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$2,962,757
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$3,051,258
Contract administrator fees2015-12-31$68,091
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$14,604,069
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$26,572,724
Aggregate carrying amount (costs) on sale of assets2015-12-31$26,813,178
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2015-12-31161226221
2014 : PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,431,914
Total unrealized appreciation/depreciation of assets2014-12-31$1,431,914
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,942,962
Total loss/gain on sale of assets2014-12-31$78,739
Total of all expenses incurred2014-12-31$1,080,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$959,502
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$624,912
Value of total assets at end of year2014-12-31$35,657,677
Value of total assets at beginning of year2014-12-31$33,795,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$121,056
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$98,013
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$277,306
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$0
Administrative expenses professional fees incurred2014-12-31$24,925
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
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
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$46,433
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$40,513
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$18,865
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$1,862,404
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,657,677
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$33,795,273
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$14,887,687
Value of interest in pooled separate accounts at beginning of year2014-12-31$14,354,127
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,862,497
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,095,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,095,358
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$98,013
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$1,049,505
Asset value of US Government securities at beginning of year2014-12-31$923,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$432,078
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$624,912
Employer contributions (assets) at end of year2014-12-31$156,228
Employer contributions (assets) at beginning of year2014-12-31$108,995
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$277,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$959,502
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$3,051,258
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$3,433,103
Contract administrator fees2014-12-31$77,266
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$14,604,069
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$12,839,914
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$8,011,853
Aggregate carrying amount (costs) on sale of assets2014-12-31$7,933,114
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2014-12-31161226221
2013 : PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,574,862
Total unrealized appreciation/depreciation of assets2013-12-31$2,574,862
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,087,583
Total loss/gain on sale of assets2013-12-31$146,654
Total of all expenses incurred2013-12-31$659,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$553,355
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$645,055
Value of total assets at end of year2013-12-31$33,795,273
Value of total assets at beginning of year2013-12-31$28,366,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$105,816
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$106,860
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$235,662
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$0
Administrative expenses professional fees incurred2013-12-31$20,500
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$40,513
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$43,823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$875
Administrative expenses (other) incurred2013-12-31$15,708
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$2,417
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$5,428,412
Value of net assets at end of year (total assets less liabilities)2013-12-31$33,795,273
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,366,861
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$14,354,127
Value of interest in pooled separate accounts at beginning of year2013-12-31$11,685,228
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,095,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,682,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,682,553
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$106,860
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$923,263
Asset value of US Government securities at beginning of year2013-12-31$1,012,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$2,377,615
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Contributions received in cash from employer2013-12-31$645,055
Employer contributions (assets) at end of year2013-12-31$108,995
Employer contributions (assets) at beginning of year2013-12-31$193,176
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$235,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$553,355
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$3,433,103
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$3,260,003
Contract administrator fees2013-12-31$69,608
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$12,839,914
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$10,487,485
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$4,081,290
Aggregate carrying amount (costs) on sale of assets2013-12-31$3,934,636
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31BONADIO & CO., LLP
Accountancy firm EIN2013-12-31161131146
2012 : PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$919,993
Total unrealized appreciation/depreciation of assets2012-12-31$919,993
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,760,910
Total loss/gain on sale of assets2012-12-31$498,080
Total of all expenses incurred2012-12-31$1,338,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,226,114
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$757,380
Value of total assets at end of year2012-12-31$28,366,861
Value of total assets at beginning of year2012-12-31$25,944,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$112,265
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$92,418
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$210,201
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$0
Administrative expenses professional fees incurred2012-12-31$41,090
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$81,020
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
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
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$43,823
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$34,073
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$2,417
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$2,422,531
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,366,861
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,944,330
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$10,500
Value of interest in pooled separate accounts at end of year2012-12-31$11,685,228
Value of interest in pooled separate accounts at beginning of year2012-12-31$10,157,814
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,682,553
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,590,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,590,415
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$92,418
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$1,012,176
Asset value of US Government securities at beginning of year2012-12-31$610,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$1,282,838
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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
Contributions received in cash from employer2012-12-31$757,380
Employer contributions (assets) at end of year2012-12-31$193,176
Employer contributions (assets) at beginning of year2012-12-31$270,212
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$210,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,226,114
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$3,260,003
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$2,032,001
Contract administrator fees2012-12-31$60,675
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$10,487,485
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$10,168,545
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
Aggregate proceeds on sale of assets2012-12-31$9,894,600
Aggregate carrying amount (costs) on sale of assets2012-12-31$9,396,520
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31BONADIO & CO., LLP
Accountancy firm EIN2012-12-31161131146
2011 : PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$346,504
Total unrealized appreciation/depreciation of assets2011-12-31$346,504
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$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
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$815,677
Total loss/gain on sale of assets2011-12-31$-274,311
Total of all expenses incurred2011-12-31$855,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$755,518
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$778,205
Value of total assets at end of year2011-12-31$25,944,330
Value of total assets at beginning of year2011-12-31$25,984,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$99,851
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$91,234
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$194,452
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$0
Administrative expenses professional fees incurred2011-12-31$25,875
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$81,020
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$152,020
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
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
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$0
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$34,073
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$106,294
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$12,470
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$1,560
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-39,692
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,944,330
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,984,022
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$10,157,814
Value of interest in pooled separate accounts at beginning of year2011-12-31$10,276,504
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,590,415
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,396,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,396,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$91,234
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$610,250
Asset value of US Government securities at beginning of year2011-12-31$903,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-320,407
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Contributions received in cash from employer2011-12-31$778,205
Employer contributions (assets) at end of year2011-12-31$270,212
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$194,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$755,518
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$2,032,001
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,334,524
Contract administrator fees2011-12-31$61,506
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$10,168,545
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$10,813,563
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$25,299,346
Aggregate carrying amount (costs) on sale of assets2011-12-31$25,573,657
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31GRUVER, ZWEIFEL & SCOTT, LLP
Accountancy firm EIN2011-12-31150625503
2010 : PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,053,290
Total unrealized appreciation/depreciation of assets2010-12-31$1,053,290
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,765,891
Total loss/gain on sale of assets2010-12-31$38,618
Total of all expenses incurred2010-12-31$1,109,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,016,823
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$750,000
Value of total assets at end of year2010-12-31$25,984,022
Value of total assets at beginning of year2010-12-31$23,327,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$92,867
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$81,313
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$205,187
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$8,352
Administrative expenses professional fees incurred2010-12-31$23,005
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$152,020
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$137,700
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
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
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$106,294
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$32,786
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$70,025
Administrative expenses (other) incurred2010-12-31$3,122
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$1,560
Total non interest bearing cash at beginning of year2010-12-31$7,078,799
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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$2,656,201
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,984,022
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$23,327,821
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$10,874
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$10,276,504
Value of interest in pooled separate accounts at beginning of year2010-12-31$30,603
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,396,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,653,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,653,485
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$81,313
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$903,204
Asset value of US Government securities at beginning of year2010-12-31$412,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$1,567,458
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Contributions received in cash from employer2010-12-31$750,000
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$196,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,016,823
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,334,524
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$702,668
Contract administrator fees2010-12-31$55,866
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$10,813,563
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$9,279,441
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$7,566,593
Aggregate carrying amount (costs) on sale of assets2010-12-31$7,527,975
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31GRUVER, ZWEIFEL & SCOTT, LLP
Accountancy firm EIN2010-12-31150625503
2009 : PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION 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 PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN

2022: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number521470
Policy instance 1
Insurance contract or identification number521470
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-09-14
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number521470
Policy instance 1
Insurance contract or identification number521470
Number of Individuals Covered461
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number521470
Policy instance 1
Insurance contract or identification number521470
Number of Individuals Covered449
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number521470
Policy instance 1
Insurance contract or identification number521470
Number of Individuals Covered424
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number521470
Policy instance 1
Insurance contract or identification number521470
Number of Individuals Covered429
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number521470
Policy instance 1
Insurance contract or identification number521470
Number of Individuals Covered406
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number521470
Policy instance 1
Insurance contract or identification number521470
Number of Individuals Covered368
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number521470
Policy instance 1
Insurance contract or identification number521470
Number of Individuals Covered387
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number521470
Policy instance 1
Insurance contract or identification number521470
Number of Individuals Covered382
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number521470
Policy instance 1
Insurance contract or identification number521470
Number of Individuals Covered371
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number521470
Policy instance 1
Insurance contract or identification number521470
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number521543
Policy instance 2
Insurance contract or identification number521543
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number521470
Policy instance 1
Insurance contract or identification number521470
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3