401k Plan data: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN plan

MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 401k Plan overview

Plan Name	MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN
Plan identification number	002

MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

ENCOVA INSURANCE has sponsored the creation of one or more 401k plans.

Company Name: ENCOVA INSURANCE

Employer identification number (EIN): 314259550

NAIC Classification: 524150

Additional information about ENCOVA INSURANCE

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1928-11-08

Company Identification Number: 133708

Legal Registered Office Address: 471 EAST BROAD STREET
-
COLUMBUS
United States of America (USA)
43215

More information about ENCOVA INSURANCE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01 TERRI MCCORMICK
002 2017-01-01 TERESA MCCORMICK
002 2016-01-01 ELINOR KUZILA
002 2015-01-01 ELINOR KUZILA
002 2014-01-01 ELINOR KUZILA
002 2013-01-01 MARK PEACOCK
002 2012-01-01 MARK PEACOCK
002 2011-01-01 MARK PEACOCK
002 2009-01-01 MARK PEACOCK

Plan id#	Filing Submission Date	Name of Administrator
002	2018-01-01	TERRI MCCORMICK
002	2017-01-01	TERESA MCCORMICK
002	2016-01-01	ELINOR KUZILA
002	2015-01-01	ELINOR KUZILA
002	2014-01-01	ELINOR KUZILA
002	2013-01-01	MARK PEACOCK
002	2012-01-01	MARK PEACOCK
002	2011-01-01	MARK PEACOCK
002	2009-01-01	MARK PEACOCK

Plan Statistics for MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN

401k plan membership statisitcs for MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN

Measure Date Value
2018: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,341
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,435
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 878
Number of retired or separated participants receiving benefits 2017-01-01 29
Number of other retired or separated participants entitled to future benefits 2017-01-01 423
Total of all active and inactive participants 2017-01-01 1,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 11
Total participants 2017-01-01 1,341
Number of participants with account balances 2017-01-01 1,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 23
2016: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,381
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,104
Number of retired or separated participants receiving benefits 2016-01-01 28
Number of other retired or separated participants entitled to future benefits 2016-01-01 293
Total of all active and inactive participants 2016-01-01 1,425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 10
Total participants 2016-01-01 1,435
Number of participants with account balances 2016-01-01 1,406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 19
2015: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,306
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,023
Number of retired or separated participants receiving benefits 2015-01-01 32
Number of other retired or separated participants entitled to future benefits 2015-01-01 250
Total of all active and inactive participants 2015-01-01 1,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 10
Total participants 2015-01-01 1,315
Number of participants with account balances 2015-01-01 1,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 24
2014: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,274
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,033
Number of retired or separated participants receiving benefits 2014-01-01 34
Number of other retired or separated participants entitled to future benefits 2014-01-01 230
Total of all active and inactive participants 2014-01-01 1,297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 9
Total participants 2014-01-01 1,306
Number of participants with account balances 2014-01-01 1,257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 18
2013: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,279
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,035
Number of retired or separated participants receiving benefits 2013-01-01 35
Number of other retired or separated participants entitled to future benefits 2013-01-01 194
Total of all active and inactive participants 2013-01-01 1,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 10
Total participants 2013-01-01 1,274
Number of participants with account balances 2013-01-01 1,224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 13
2012: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,251
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,039
Number of retired or separated participants receiving benefits 2012-01-01 29
Number of other retired or separated participants entitled to future benefits 2012-01-01 202
Total of all active and inactive participants 2012-01-01 1,270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 9
Total participants 2012-01-01 1,279
Number of participants with account balances 2012-01-01 1,224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 14
2011: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,273
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,038
Number of retired or separated participants receiving benefits 2011-01-01 20
Number of other retired or separated participants entitled to future benefits 2011-01-01 186
Total of all active and inactive participants 2011-01-01 1,244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 7
Total participants 2011-01-01 1,251
Number of participants with account balances 2011-01-01 1,247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 13
2009: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,187
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,091
Number of retired or separated participants receiving benefits 2009-01-01 40
Number of other retired or separated participants entitled to future benefits 2009-01-01 113
Total of all active and inactive participants 2009-01-01 1,244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 8
Total participants 2009-01-01 1,252
Number of participants with account balances 2009-01-01 1,178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 8

Measure	Date	Value
2018: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,341
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,435
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	878
Number of retired or separated participants receiving benefits	2017-01-01	29
Number of other retired or separated participants entitled to future benefits	2017-01-01	423
Total of all active and inactive participants	2017-01-01	1,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	11
Total participants	2017-01-01	1,341
Number of participants with account balances	2017-01-01	1,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	23
2016: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,381
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,104
Number of retired or separated participants receiving benefits	2016-01-01	28
Number of other retired or separated participants entitled to future benefits	2016-01-01	293
Total of all active and inactive participants	2016-01-01	1,425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	10
Total participants	2016-01-01	1,435
Number of participants with account balances	2016-01-01	1,406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	19
2015: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,306
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,023
Number of retired or separated participants receiving benefits	2015-01-01	32
Number of other retired or separated participants entitled to future benefits	2015-01-01	250
Total of all active and inactive participants	2015-01-01	1,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	10
Total participants	2015-01-01	1,315
Number of participants with account balances	2015-01-01	1,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	24
2014: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,274
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,033
Number of retired or separated participants receiving benefits	2014-01-01	34
Number of other retired or separated participants entitled to future benefits	2014-01-01	230
Total of all active and inactive participants	2014-01-01	1,297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	9
Total participants	2014-01-01	1,306
Number of participants with account balances	2014-01-01	1,257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	18
2013: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,279
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,035
Number of retired or separated participants receiving benefits	2013-01-01	35
Number of other retired or separated participants entitled to future benefits	2013-01-01	194
Total of all active and inactive participants	2013-01-01	1,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	10
Total participants	2013-01-01	1,274
Number of participants with account balances	2013-01-01	1,224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	13
2012: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,251
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,039
Number of retired or separated participants receiving benefits	2012-01-01	29
Number of other retired or separated participants entitled to future benefits	2012-01-01	202
Total of all active and inactive participants	2012-01-01	1,270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	9
Total participants	2012-01-01	1,279
Number of participants with account balances	2012-01-01	1,224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	14
2011: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,273
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,038
Number of retired or separated participants receiving benefits	2011-01-01	20
Number of other retired or separated participants entitled to future benefits	2011-01-01	186
Total of all active and inactive participants	2011-01-01	1,244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	7
Total participants	2011-01-01	1,251
Number of participants with account balances	2011-01-01	1,247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	13
2009: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,187
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,091
Number of retired or separated participants receiving benefits	2009-01-01	40
Number of other retired or separated participants entitled to future benefits	2009-01-01	113
Total of all active and inactive participants	2009-01-01	1,244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	8
Total participants	2009-01-01	1,252
Number of participants with account balances	2009-01-01	1,178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	8

Financial Data on MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN

Measure	Date	Value
2018 : MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2018 401k financial data
Total transfer of assets from this plan	2018-01-01	$156,677,661
Value of total assets at end of year	2018-01-01	$0
Value of total assets at beginning of year	2018-01-01	$156,677,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-01-01	No
Was this plan covered by a fidelity bond	2018-01-01	Yes
Value of fidelity bond cover	2018-01-01	$500,000
If this is an individual account plan, was there a blackout period	2018-01-01	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-01-01	No
Participant contributions at end of year	2018-01-01	$0
Participant contributions at beginning of year	2018-01-01	$2,344,245
Assets. Other investments not covered elsewhere at end of year	2018-01-01	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-01-01	$3,283,134
Total non interest bearing cash at end of year	2018-01-01	$0
Total non interest bearing cash at beginning of year	2018-01-01	$77,965,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-01-01	No
Value of net assets at end of year (total assets less liabilities)	2018-01-01	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-01-01	$156,677,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-01-01	No
Were any leases to which the plan was party in default or uncollectible	2018-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-01-01	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-01-01	$57,730,725
Value of interest in pooled separate accounts at end of year	2018-01-01	$0
Value of interest in pooled separate accounts at beginning of year	2018-01-01	$12,129,839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-01-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-01-01	$3,224,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-01-01	No
Was there a failure to transmit to the plan any participant contributions	2018-01-01	No
Has the plan failed to provide any benefit when due under the plan	2018-01-01	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-01-01	Yes
Did the plan have assets held for investment	2018-01-01	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-01-01	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-01-01	No
Opinion of an independent qualified public accountant for this plan	2018-01-01	Unqualified
Accountancy firm name	2018-01-01	RSM US, LLP
Accountancy firm EIN	2018-01-01	420714325
2017 : MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$47,474,573
Total of all expenses incurred	2017-12-31	$33,133,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$32,816,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$21,774,776
Value of total assets at end of year	2017-12-31	$156,677,661
Value of total assets at beginning of year	2017-12-31	$142,336,307
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$316,953
Total interest from all sources	2017-12-31	$107,287
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,004,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$2,004,390
Administrative expenses professional fees incurred	2017-12-31	$27,814
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$6,645,919
Participant contributions at end of year	2017-12-31	$2,344,245
Participant contributions at beginning of year	2017-12-31	$2,564,997
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$3,283,134
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$3,195,157
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,637,652
Other income not declared elsewhere	2017-12-31	$640,546
Administrative expenses (other) incurred	2017-12-31	$229,446
Total non interest bearing cash at end of year	2017-12-31	$164,506
Total non interest bearing cash at beginning of year	2017-12-31	$103,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$14,341,354
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$156,677,661
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$142,336,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$59,693
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$135,531,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$121,467,225
Interest on participant loans	2017-12-31	$107,287
Value of interest in common/collective trusts at end of year	2017-12-31	$12,129,839
Value of interest in common/collective trusts at beginning of year	2017-12-31	$11,854,357
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$3,224,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$3,151,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$22,783,211
Net investment gain or loss from common/collective trusts	2017-12-31	$164,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$13,491,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$32,816,266
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	RSM US, LLP
Accountancy firm EIN	2017-12-31	420714325
2016 : MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2016 401k financial data
Total transfer of assets to this plan	2016-12-31	$2,037,439
Total income from all sources (including contributions)	2016-12-31	$18,688,300
Total of all expenses incurred	2016-12-31	$11,324,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$11,219,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$9,466,437
Value of total assets at end of year	2016-12-31	$142,336,307
Value of total assets at beginning of year	2016-12-31	$132,935,417
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$105,154
Total interest from all sources	2016-12-31	$103,623
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,708,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,708,410
Administrative expenses professional fees incurred	2016-12-31	$15,286
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$6,378,598
Participant contributions at end of year	2016-12-31	$2,564,997
Participant contributions at beginning of year	2016-12-31	$2,202,681
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$3,195,157
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$2,683,856
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$948,979
Other income not declared elsewhere	2016-12-31	$99,243
Administrative expenses (other) incurred	2016-12-31	$24,874
Total non interest bearing cash at end of year	2016-12-31	$103,098
Total non interest bearing cash at beginning of year	2016-12-31	$91,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$7,363,451
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$142,336,307
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$132,935,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$64,994
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$121,467,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$114,164,683
Interest on participant loans	2016-12-31	$103,623
Value of interest in common/collective trusts at end of year	2016-12-31	$11,854,357
Value of interest in common/collective trusts at beginning of year	2016-12-31	$13,791,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$3,151,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$7,140,316
Net investment gain or loss from common/collective trusts	2016-12-31	$170,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$2,138,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$11,219,695
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	RSM US, LLP
Accountancy firm EIN	2016-12-31	420714325
2015 : MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$9,854,726
Total of all expenses incurred	2015-12-31	$6,613,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$6,528,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$8,886,222
Value of total assets at end of year	2015-12-31	$132,935,417
Value of total assets at beginning of year	2015-12-31	$129,694,594
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$85,426
Total interest from all sources	2015-12-31	$88,964
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,635,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,635,001
Administrative expenses professional fees incurred	2015-12-31	$9,500
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$5,754,881
Participant contributions at end of year	2015-12-31	$2,202,681
Participant contributions at beginning of year	2015-12-31	$1,982,538
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$2,683,856
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$2,696,359
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,250,927
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$1,082
Other income not declared elsewhere	2015-12-31	$-128,675
Administrative expenses (other) incurred	2015-12-31	$19,213
Total non interest bearing cash at end of year	2015-12-31	$91,792
Total non interest bearing cash at beginning of year	2015-12-31	$78,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$3,240,823
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$132,935,417
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$129,694,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$56,713
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$114,164,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$110,238,405
Interest on participant loans	2015-12-31	$88,964
Value of interest in common/collective trusts at end of year	2015-12-31	$13,791,005
Value of interest in common/collective trusts at beginning of year	2015-12-31	$14,697,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$867
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-572,264
Net investment gain or loss from common/collective trusts	2015-12-31	$-54,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,880,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$6,528,477
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	RSM US, LLP
Accountancy firm EIN	2015-12-31	420714325
2014 : MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$15,299,766
Total of all expenses incurred	2014-12-31	$6,311,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$6,235,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$7,225,302
Value of total assets at end of year	2014-12-31	$129,694,594
Value of total assets at beginning of year	2014-12-31	$120,706,489
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$76,460
Total interest from all sources	2014-12-31	$88,374
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,825,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,825,797
Administrative expenses professional fees incurred	2014-12-31	$13,366
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$5,115,775
Participant contributions at end of year	2014-12-31	$1,982,538
Participant contributions at beginning of year	2014-12-31	$2,227,589
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$2,696,359
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$2,241,354
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$399,357
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$1,082
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$973
Other income not declared elsewhere	2014-12-31	$18,176
Administrative expenses (other) incurred	2014-12-31	$10,716
Total non interest bearing cash at end of year	2014-12-31	$78,138
Total non interest bearing cash at beginning of year	2014-12-31	$69,963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$8,988,105
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$129,694,594
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$120,706,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$52,378
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$110,238,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$102,087,527
Interest on participant loans	2014-12-31	$88,374
Value of interest in common/collective trusts at end of year	2014-12-31	$14,697,205
Value of interest in common/collective trusts at beginning of year	2014-12-31	$14,078,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$867
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$98
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$98
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$5,938,366
Net investment gain or loss from common/collective trusts	2014-12-31	$203,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,710,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$6,235,201
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MCGLADREY LLP
Accountancy firm EIN	2014-12-31	420714325
2013 : MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$27,902,635
Total of all expenses incurred	2013-12-31	$7,867,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$7,787,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$6,866,320
Value of total assets at end of year	2013-12-31	$120,706,489
Value of total assets at beginning of year	2013-12-31	$100,670,905
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$79,885
Total interest from all sources	2013-12-31	$94,364
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,521,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,521,402
Administrative expenses professional fees incurred	2013-12-31	$1,092
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$4,862,232
Participant contributions at end of year	2013-12-31	$2,227,589
Participant contributions at beginning of year	2013-12-31	$2,156,976
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$2,241,354
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$1,544,172
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$371,186
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$973
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$547
Other income not declared elsewhere	2013-12-31	$600,541
Administrative expenses (other) incurred	2013-12-31	$42,069
Total non interest bearing cash at end of year	2013-12-31	$69,963
Total non interest bearing cash at beginning of year	2013-12-31	$7,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$20,035,584
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$120,706,489
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$100,670,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$36,724
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$102,087,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$81,330,554
Interest on participant loans	2013-12-31	$94,364
Value of interest in common/collective trusts at end of year	2013-12-31	$14,078,985
Value of interest in common/collective trusts at beginning of year	2013-12-31	$15,616,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$98
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$14,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$14,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$19,000,691
Net investment gain or loss from common/collective trusts	2013-12-31	$-180,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,632,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$7,787,166
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MCGLADREY LLP
Accountancy firm EIN	2013-12-31	420714325
2012 : MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$18,502,648
Total of all expenses incurred	2012-12-31	$5,891,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$5,833,235
Value of total corrective distributions	2012-12-31	$1,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$6,911,441
Value of total assets at end of year	2012-12-31	$100,670,905
Value of total assets at beginning of year	2012-12-31	$88,059,272
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$56,003
Total interest from all sources	2012-12-31	$100,004
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,550,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,550,550
Administrative expenses professional fees incurred	2012-12-31	$1,275
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$4,680,932
Participant contributions at end of year	2012-12-31	$2,156,976
Participant contributions at beginning of year	2012-12-31	$2,181,744
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$1,544,172
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$1,261,174
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$610,112
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$547
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$499
Other income not declared elsewhere	2012-12-31	$130,813
Administrative expenses (other) incurred	2012-12-31	$12,518
Total non interest bearing cash at end of year	2012-12-31	$7,738
Total non interest bearing cash at beginning of year	2012-12-31	$35,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$12,611,633
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$100,670,905
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$88,059,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$42,210
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$81,330,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$68,924,752
Interest on participant loans	2012-12-31	$100,004
Value of interest in common/collective trusts at end of year	2012-12-31	$15,616,640
Value of interest in common/collective trusts at beginning of year	2012-12-31	$15,655,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$14,278
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$98
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$98
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$9,545,321
Net investment gain or loss from common/collective trusts	2012-12-31	$264,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,620,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$5,833,235
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MCGLADREY LLP
Accountancy firm EIN	2012-12-31	420714325
2011 : MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$9,020,349
Total of all expenses incurred	2011-12-31	$4,092,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$4,000,518
Value of total corrective distributions	2011-12-31	$6,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$9,462,138
Value of total assets at end of year	2011-12-31	$88,059,272
Value of total assets at beginning of year	2011-12-31	$83,131,491
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$85,442
Total interest from all sources	2011-12-31	$101,943
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,050,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$1,050,205
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$4,611,888
Participant contributions at end of year	2011-12-31	$2,181,744
Participant contributions at beginning of year	2011-12-31	$2,056,480
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$1,261,174
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$1,415,209
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$3,237,196
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$499
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$628
Other income not declared elsewhere	2011-12-31	$-206,433
Administrative expenses (other) incurred	2011-12-31	$85,442
Total non interest bearing cash at end of year	2011-12-31	$35,294
Total non interest bearing cash at beginning of year	2011-12-31	$35,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$4,927,781
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$88,059,272
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$83,131,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$68,924,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$65,188,612
Interest on participant loans	2011-12-31	$101,943
Value of interest in common/collective trusts at end of year	2011-12-31	$15,655,711
Value of interest in common/collective trusts at beginning of year	2011-12-31	$14,431,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$98
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$3,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$3,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-2,034,128
Net investment gain or loss from common/collective trusts	2011-12-31	$646,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,613,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$4,000,518
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MCGLADREY LLP
Accountancy firm EIN	2011-12-31	420714325
2010 : MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2010 401k financial data
Total transfer of assets to this plan	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$17,026,506
Total of all expenses incurred	2010-12-31	$3,731,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$3,679,478
Expenses. Certain deemed distributions of participant loans	2010-12-31	$6,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$8,234,961
Value of total assets at end of year	2010-12-31	$83,131,491
Value of total assets at beginning of year	2010-12-31	$69,836,102
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$44,851
Total interest from all sources	2010-12-31	$98,113
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$984,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$984,777
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$4,443,308
Participant contributions at end of year	2010-12-31	$2,056,480
Participant contributions at beginning of year	2010-12-31	$1,643,866
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$1,415,209
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$1,040,950
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$2,245,235
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$628
Other income not declared elsewhere	2010-12-31	$47,329
Administrative expenses (other) incurred	2010-12-31	$36,687
Total non interest bearing cash at end of year	2010-12-31	$35,515
Total non interest bearing cash at beginning of year	2010-12-31	$39,448,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$13,295,389
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$83,131,491
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$69,836,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$8,164
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$65,188,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$13,785,991
Interest on participant loans	2010-12-31	$98,113
Value of interest in common/collective trusts at end of year	2010-12-31	$14,431,587
Value of interest in common/collective trusts at beginning of year	2010-12-31	$13,917,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$3,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$7,038,062
Net investment gain or loss from common/collective trusts	2010-12-31	$623,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,546,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$3,679,478
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MCGLADREY & PULLEN, LLP
Accountancy firm EIN	2010-12-31	420714325

Form 5500 Responses for MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN

2018: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MOTORISTS MUTUAL INCENTIVE SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

QK62479

Policy instance

Insurance contract or identification number	QK62479
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-01-01
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

QK62479

Policy instance

Insurance contract or identification number	QK62479
Number of Individuals Covered	1335
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-29
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ENCOVA INSURANCE
Employer identification number (EIN):	314259550
NAIC Classification:	524150

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1928-11-08
Company Identification Number:	133708
Legal Registered Office Address:	471 EAST BROAD STREET - COLUMBUS United States of America (USA) 43215