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PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY RETIREMENT PLAN 401k Plan overview

Plan NamePENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY RETIREMENT PLAN
Plan identification number 001

PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

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

Company Name:PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY
Employer identification number (EIN):230959220
NAIC Classification:524150

Additional information about PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 572520

More information about PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-05-01PAUL SELLS
0012013-05-01PAUL SELLS
0012012-05-01EILEEN SLEUTARIS EILEEN SLEUTARIS2014-02-14
0012011-05-01EILEEN SLEUTARIS EILEEN SLEUTARIS2014-02-14
0012010-05-01PAUL SELLS EILEEN SLEUTARIS2012-02-15
0012009-05-01PAUL SELLS EILEEN SLEUTARIS2011-02-15

Plan Statistics for PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY RETIREMENT PLAN

401k plan membership statisitcs for PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY RETIREMENT PLAN

Measure Date Value
2014: PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-01293
Total number of active participants reported on line 7a of the Form 55002014-05-010
Number of retired or separated participants receiving benefits2014-05-010
Number of other retired or separated participants entitled to future benefits2014-05-010
Total of all active and inactive participants2014-05-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-05-010
Total participants2014-05-010
Number of participants with account balances2014-05-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-05-010
2013: PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-01296
Total number of active participants reported on line 7a of the Form 55002013-05-0187
Number of retired or separated participants receiving benefits2013-05-0184
Number of other retired or separated participants entitled to future benefits2013-05-01103
Total of all active and inactive participants2013-05-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-0119
Total participants2013-05-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-05-010
2012: PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-01305
Total number of active participants reported on line 7a of the Form 55002012-05-0192
Number of retired or separated participants receiving benefits2012-05-0185
Number of other retired or separated participants entitled to future benefits2012-05-0196
Total of all active and inactive participants2012-05-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-0123
Total participants2012-05-01296
Number of participants with account balances2012-05-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-05-010
2011: PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-01309
Total number of active participants reported on line 7a of the Form 55002011-05-0199
Number of retired or separated participants receiving benefits2011-05-0184
Number of other retired or separated participants entitled to future benefits2011-05-01100
Total of all active and inactive participants2011-05-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-0124
Total participants2011-05-01307
Number of participants with account balances2011-05-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-010
2010: PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-05-01324
Total number of active participants reported on line 7a of the Form 55002010-05-01111
Number of retired or separated participants receiving benefits2010-05-0183
Number of other retired or separated participants entitled to future benefits2010-05-01100
Total of all active and inactive participants2010-05-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-05-0125
Total participants2010-05-01319
Number of participants with account balances2010-05-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-05-011
2009: PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-01317
Total number of active participants reported on line 7a of the Form 55002009-05-01123
Number of retired or separated participants receiving benefits2009-05-0175
Number of other retired or separated participants entitled to future benefits2009-05-0192
Total of all active and inactive participants2009-05-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-0123
Total participants2009-05-01313
Number of participants with account balances2009-05-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-013

Financial Data on PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY RETIREMENT PLAN

Measure Date Value
2015 : PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-04-30$0
Total transfer of assets from this plan2015-04-30$33,084,383
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$0
Total income from all sources (including contributions)2015-04-30$2,562,611
Total loss/gain on sale of assets2015-04-30$0
Total of all expenses incurred2015-04-30$1,136,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$1,105,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$0
Value of total assets at end of year2015-04-30$0
Value of total assets at beginning of year2015-04-30$31,658,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$31,434
Total interest from all sources2015-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$1,000,000
If this is an individual account plan, was there a blackout period2015-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-04-30$0
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Participant contributions at end of year2015-04-30$0
Participant contributions at beginning of year2015-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$1,426,035
Value of net assets at end of year (total assets less liabilities)2015-04-30$0
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$31,658,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Value of interest in pooled separate accounts at end of year2015-04-30$0
Value of interest in pooled separate accounts at beginning of year2015-04-30$31,658,348
Net investment gain/loss from pooled separate accounts2015-04-30$2,562,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30Yes
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Employer contributions (assets) at end of year2015-04-30$0
Employer contributions (assets) at beginning of year2015-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$1,105,142
Contract administrator fees2015-04-30$31,434
Did the plan have assets held for investment2015-04-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30Yes
Opinion of an independent qualified public accountant for this plan2015-04-30Disclaimer
Accountancy firm name2015-04-30EISNER AMPER LLP
Accountancy firm EIN2015-04-30131639826
2014 : PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$0
Total income from all sources (including contributions)2014-04-30$2,692,394
Total loss/gain on sale of assets2014-04-30$0
Total of all expenses incurred2014-04-30$1,042,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$1,020,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$0
Value of total assets at end of year2014-04-30$31,658,348
Value of total assets at beginning of year2014-04-30$30,008,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$21,861
Total interest from all sources2014-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$1,000,000
If this is an individual account plan, was there a blackout period2014-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-04-30$0
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Participant contributions at end of year2014-04-30$0
Participant contributions at beginning of year2014-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-04-30$0
Administrative expenses (other) incurred2014-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$1,650,241
Value of net assets at end of year (total assets less liabilities)2014-04-30$31,658,348
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$30,008,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Value of interest in pooled separate accounts at end of year2014-04-30$31,658,348
Value of interest in pooled separate accounts at beginning of year2014-04-30$30,008,107
Net investment gain/loss from pooled separate accounts2014-04-30$2,692,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30No
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Employer contributions (assets) at end of year2014-04-30$0
Employer contributions (assets) at beginning of year2014-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$1,020,292
Contract administrator fees2014-04-30$21,861
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30Yes
Opinion of an independent qualified public accountant for this plan2014-04-30Disclaimer
Accountancy firm name2014-04-30EISNER AMPER LLP
Accountancy firm EIN2014-04-30131639826
2013 : PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-04-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-04-30$0
Total unrealized appreciation/depreciation of assets2013-04-30$0
Total transfer of assets to this plan2013-04-30$0
Total transfer of assets from this plan2013-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Total income from all sources (including contributions)2013-04-30$3,294,535
Total loss/gain on sale of assets2013-04-30$0
Total of all expenses incurred2013-04-30$1,015,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$992,065
Value of total corrective distributions2013-04-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$712,580
Value of total assets at end of year2013-04-30$30,008,107
Value of total assets at beginning of year2013-04-30$27,729,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$23,612
Total income from rents2013-04-30$0
Total interest from all sources2013-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-04-30$0
Administrative expenses professional fees incurred2013-04-30$0
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$1,000,000
If this is an individual account plan, was there a blackout period2013-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-04-30$0
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Amount of non-exempt transactions with any party-in-interest2013-04-30$0
Contributions received from participants2013-04-30$0
Participant contributions at end of year2013-04-30$0
Participant contributions at beginning of year2013-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-04-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-04-30$0
Other income not declared elsewhere2013-04-30$0
Administrative expenses (other) incurred2013-04-30$0
Liabilities. Value of operating payables at beginning of year2013-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$2,278,858
Value of net assets at end of year (total assets less liabilities)2013-04-30$30,008,107
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$27,729,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
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 year2013-04-30$0
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-04-30$0
Investment advisory and management fees2013-04-30$0
Value of interest in pooled separate accounts at end of year2013-04-30$30,008,107
Value of interest in pooled separate accounts at beginning of year2013-04-30$22,729,249
Income. Interest from loans (other than to participants)2013-04-30$0
Interest earned on other investments2013-04-30$0
Income. Interest from US Government securities2013-04-30$0
Income. Interest from corporate debt instruments2013-04-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-04-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-04-30$0
Net investment gain/loss from pooled separate accounts2013-04-30$2,581,955
Net investment gain or loss from common/collective trusts2013-04-30$0
Net gain/loss from 103.12 investment entities2013-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30Yes
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$712,580
Employer contributions (assets) at end of year2013-04-30$0
Employer contributions (assets) at beginning of year2013-04-30$5,000,000
Income. Dividends from preferred stock2013-04-30$0
Income. Dividends from common stock2013-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$992,065
Contract administrator fees2013-04-30$23,612
Liabilities. Value of benefit claims payable at beginning of year2013-04-30$0
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Aggregate proceeds on sale of assets2013-04-30$0
Aggregate carrying amount (costs) on sale of assets2013-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30Yes
Opinion of an independent qualified public accountant for this plan2013-04-30Disclaimer
Accountancy firm name2013-04-30EISNER AMPER LLP
Accountancy firm EIN2013-04-30131639826
2012 : PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-04-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-04-30$0
Total unrealized appreciation/depreciation of assets2012-04-30$0
Total transfer of assets to this plan2012-04-30$0
Total transfer of assets from this plan2012-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total income from all sources (including contributions)2012-04-30$9,107,123
Total loss/gain on sale of assets2012-04-30$0
Total of all expenses incurred2012-04-30$908,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$886,195
Value of total corrective distributions2012-04-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$7,875,000
Value of total assets at end of year2012-04-30$27,729,249
Value of total assets at beginning of year2012-04-30$19,530,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$22,306
Total income from rents2012-04-30$0
Total interest from all sources2012-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-04-30$0
Administrative expenses professional fees incurred2012-04-30$0
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$1,000,000
If this is an individual account plan, was there a blackout period2012-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-04-30$0
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Amount of non-exempt transactions with any party-in-interest2012-04-30$0
Contributions received from participants2012-04-30$0
Participant contributions at end of year2012-04-30$0
Participant contributions at beginning of year2012-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-04-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-04-30$0
Other income not declared elsewhere2012-04-30$0
Administrative expenses (other) incurred2012-04-30$0
Liabilities. Value of operating payables at beginning of year2012-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$8,198,622
Value of net assets at end of year (total assets less liabilities)2012-04-30$27,729,249
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$19,530,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
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 year2012-04-30$0
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-04-30$0
Investment advisory and management fees2012-04-30$0
Value of interest in pooled separate accounts at end of year2012-04-30$22,729,249
Value of interest in pooled separate accounts at beginning of year2012-04-30$19,280,627
Income. Interest from loans (other than to participants)2012-04-30$0
Interest earned on other investments2012-04-30$0
Income. Interest from US Government securities2012-04-30$0
Income. Interest from corporate debt instruments2012-04-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-04-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-04-30$0
Net investment gain/loss from pooled separate accounts2012-04-30$1,232,123
Net investment gain or loss from common/collective trusts2012-04-30$0
Net gain/loss from 103.12 investment entities2012-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30Yes
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$7,875,000
Employer contributions (assets) at end of year2012-04-30$5,000,000
Employer contributions (assets) at beginning of year2012-04-30$250,000
Income. Dividends from preferred stock2012-04-30$0
Income. Dividends from common stock2012-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$886,195
Contract administrator fees2012-04-30$22,306
Liabilities. Value of benefit claims payable at beginning of year2012-04-30$0
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Aggregate proceeds on sale of assets2012-04-30$0
Aggregate carrying amount (costs) on sale of assets2012-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30Yes
Opinion of an independent qualified public accountant for this plan2012-04-30Disclaimer
Accountancy firm name2012-04-30EISNERAMPER LLP
Accountancy firm EIN2012-04-30131639826
2011 : PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-04-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-04-30$0
Total unrealized appreciation/depreciation of assets2011-04-30$0
Total transfer of assets to this plan2011-04-30$0
Total transfer of assets from this plan2011-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total income from all sources (including contributions)2011-04-30$4,045,849
Total loss/gain on sale of assets2011-04-30$0
Total of all expenses incurred2011-04-30$818,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$793,747
Value of total corrective distributions2011-04-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$2,137,904
Value of total assets at end of year2011-04-30$19,530,627
Value of total assets at beginning of year2011-04-30$16,303,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$24,886
Total income from rents2011-04-30$0
Total interest from all sources2011-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-04-30$0
Administrative expenses professional fees incurred2011-04-30$0
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$1,000,000
If this is an individual account plan, was there a blackout period2011-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-04-30$0
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Amount of non-exempt transactions with any party-in-interest2011-04-30$0
Contributions received from participants2011-04-30$0
Participant contributions at end of year2011-04-30$0
Participant contributions at beginning of year2011-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-04-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-04-30$0
Other income not declared elsewhere2011-04-30$0
Administrative expenses (other) incurred2011-04-30$0
Liabilities. Value of operating payables at beginning of year2011-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$3,227,216
Value of net assets at end of year (total assets less liabilities)2011-04-30$19,530,627
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$16,303,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
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 year2011-04-30$0
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-04-30$0
Investment advisory and management fees2011-04-30$0
Value of interest in pooled separate accounts at end of year2011-04-30$19,280,627
Value of interest in pooled separate accounts at beginning of year2011-04-30$16,003,411
Income. Interest from loans (other than to participants)2011-04-30$0
Interest earned on other investments2011-04-30$0
Income. Interest from US Government securities2011-04-30$0
Income. Interest from corporate debt instruments2011-04-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-04-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-04-30$0
Net investment gain/loss from pooled separate accounts2011-04-30$1,907,945
Net investment gain or loss from common/collective trusts2011-04-30$0
Net gain/loss from 103.12 investment entities2011-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30Yes
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$2,137,904
Employer contributions (assets) at end of year2011-04-30$250,000
Employer contributions (assets) at beginning of year2011-04-30$300,000
Income. Dividends from preferred stock2011-04-30$0
Income. Dividends from common stock2011-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$793,747
Contract administrator fees2011-04-30$24,886
Liabilities. Value of benefit claims payable at beginning of year2011-04-30$0
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Aggregate proceeds on sale of assets2011-04-30$0
Aggregate carrying amount (costs) on sale of assets2011-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30Yes
Opinion of an independent qualified public accountant for this plan2011-04-30Disclaimer
Accountancy firm name2011-04-30EISENRAMPER LLP
Accountancy firm EIN2011-04-30131639826
2010 : PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-04-30$0

Form 5500 Responses for PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY RETIREMENT PLAN

2014: PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingYes
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan benefit arrangement – InsuranceYes
2013: PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan benefit arrangement – InsuranceYes
2012: PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan benefit arrangement – InsuranceYes
2011: PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedYes
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan benefit arrangement – InsuranceYes
2010: PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2010 form 5500 responses
2010-05-01Type of plan entitySingle employer plan
2010-05-01This submission is the final filingNo
2010-05-01This return/report is a short plan year return/report (less than 12 months)No
2010-05-01Plan is a collectively bargained planNo
2010-05-01Plan funding arrangement – InsuranceYes
2010-05-01Plan benefit arrangement – InsuranceYes
2009: PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan benefit arrangement – InsuranceYes

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