401k Plan data: BROTHERHOOD MUTUAL INSURANCE COMPANY EMPLOYEES' DEFINED BENEFIT PENSION PLAN plan

BROTHERHOOD MUTUAL INSURANCE COMPANY EMPLOYEES' DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	BROTHERHOOD MUTUAL INSURANCE COMPANY EMPLOYEES' DEFINED BENEFIT PENSION PLAN
Plan identification number	001

BROTHERHOOD MUTUAL INSURANCE COMPANY EMPLOYEES' DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined 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).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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

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

Company Name: BROTHERHOOD MUTUAL INSURANCE COMPANY

Employer identification number (EIN): 350198580

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about BROTHERHOOD MUTUAL INSURANCE COMPANY

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 834729

More information about BROTHERHOOD MUTUAL INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROTHERHOOD MUTUAL INSURANCE COMPANY EMPLOYEES' DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 KIMBERLIE WHITMAN KATHLEEN TURPIN 2013-10-11
001 2012-01-01 KIMBERLIE WHITMAN KATHLEEN TURPIN 2013-10-11
001 2011-01-01 KIMBERLIE WHITMAN KATHLEEN TURPIN 2012-10-03
001 2009-01-01 KIMBERLIE WHITMAN KATHLEEN TURPIN 2010-10-11

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	KIMBERLIE WHITMAN	KATHLEEN TURPIN	2013-10-11
001	2012-01-01	KIMBERLIE WHITMAN	KATHLEEN TURPIN	2013-10-11
001	2011-01-01	KIMBERLIE WHITMAN	KATHLEEN TURPIN	2012-10-03
001	2009-01-01	KIMBERLIE WHITMAN	KATHLEEN TURPIN	2010-10-11

Plan Statistics for BROTHERHOOD MUTUAL INSURANCE COMPANY EMPLOYEES' DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for BROTHERHOOD MUTUAL INSURANCE COMPANY EMPLOYEES' DEFINED BENEFIT PENSION PLAN

Measure Date Value
2013: BROTHERHOOD MUTUAL INSURANCE COMPANY EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BROTHERHOOD MUTUAL INSURANCE COMPANY EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 280
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BROTHERHOOD MUTUAL INSURANCE COMPANY EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 274
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 254
Number of retired or separated participants receiving benefits 2011-01-01 11
Number of other retired or separated participants entitled to future benefits 2011-01-01 14
Total of all active and inactive participants 2011-01-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 280
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2009: BROTHERHOOD MUTUAL INSURANCE COMPANY EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 244
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 232
Number of retired or separated participants receiving benefits 2009-01-01 9
Number of other retired or separated participants entitled to future benefits 2009-01-01 9
Total of all active and inactive participants 2009-01-01 250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 250
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: BROTHERHOOD MUTUAL INSURANCE COMPANY EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BROTHERHOOD MUTUAL INSURANCE COMPANY EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	280
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BROTHERHOOD MUTUAL INSURANCE COMPANY EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	274
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	254
Number of retired or separated participants receiving benefits	2011-01-01	11
Number of other retired or separated participants entitled to future benefits	2011-01-01	14
Total of all active and inactive participants	2011-01-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	280
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2009: BROTHERHOOD MUTUAL INSURANCE COMPANY EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	244
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	232
Number of retired or separated participants receiving benefits	2009-01-01	9
Number of other retired or separated participants entitled to future benefits	2009-01-01	9
Total of all active and inactive participants	2009-01-01	250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	250
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BROTHERHOOD MUTUAL INSURANCE COMPANY EMPLOYEES' DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2013 : BROTHERHOOD MUTUAL INSURANCE COMPANY EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-01-17	$0
Total unrealized appreciation/depreciation of assets	2013-01-17	$0
Total transfer of assets to this plan	2013-01-17	$0
Total transfer of assets from this plan	2013-01-17	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-01-17	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-01-17	$0
Total income from all sources (including contributions)	2013-01-17	$0
Total loss/gain on sale of assets	2013-01-17	$0
Total of all expenses incurred	2013-01-17	$16,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-01-17	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-01-17	$0
Value of total assets at end of year	2013-01-17	$0
Value of total assets at beginning of year	2013-01-17	$16,138
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-01-17	$16,138
Total interest from all sources	2013-01-17	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-01-17	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-01-17	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-01-17	$0
Total dividends received from registered investment company shares (eg mutual funds)	2013-01-17	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-01-17	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-01-17	$0
Was this plan covered by a fidelity bond	2013-01-17	Yes
Value of fidelity bond cover	2013-01-17	$1,000,000
If this is an individual account plan, was there a blackout period	2013-01-17	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-01-17	$0
Were there any nonexempt tranactions with any party-in-interest	2013-01-17	No
Assets. Other investments not covered elsewhere at end of year	2013-01-17	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-01-17	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-01-17	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-01-17	$149
Other income not declared elsewhere	2013-01-17	$0
Administrative expenses (other) incurred	2013-01-17	$16,138
Total non interest bearing cash at end of year	2013-01-17	$0
Total non interest bearing cash at beginning of year	2013-01-17	$15,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-01-17	No
Value of net income/loss	2013-01-17	$-16,138
Value of net assets at end of year (total assets less liabilities)	2013-01-17	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-01-17	$16,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-01-17	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-01-17	No
Were any leases to which the plan was party in default or uncollectible	2013-01-17	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-01-17	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-01-17	$0
Interest on participant loans	2013-01-17	$0
Income. Interest from loans (other than to participants)	2013-01-17	$0
Interest earned on other investments	2013-01-17	$0
Income. Interest from US Government securities	2013-01-17	$0
Income. Interest from corporate debt instruments	2013-01-17	$0
Value of interest in common/collective trusts at end of year	2013-01-17	$0
Value of interest in common/collective trusts at beginning of year	2013-01-17	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-01-17	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-01-17	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-01-17	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-01-17	$0
Asset value of US Government securities at end of year	2013-01-17	$0
Asset value of US Government securities at beginning of year	2013-01-17	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-01-17	$0
Net investment gain/loss from pooled separate accounts	2013-01-17	$0
Net investment gain or loss from common/collective trusts	2013-01-17	$0
Net gain/loss from 103.12 investment entities	2013-01-17	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-01-17	No
Was there a failure to transmit to the plan any participant contributions	2013-01-17	No
Has the plan failed to provide any benefit when due under the plan	2013-01-17	No
Contributions received in cash from employer	2013-01-17	$0
Employer contributions (assets) at end of year	2013-01-17	$0
Employer contributions (assets) at beginning of year	2013-01-17	$0
Income. Dividends from preferred stock	2013-01-17	$0
Income. Dividends from common stock	2013-01-17	$0
Asset. Corporate debt instrument preferred debt at end of year	2013-01-17	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-01-17	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-01-17	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-01-17	$0
Assets. Corporate common stocks other than exployer securities at end of year	2013-01-17	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-01-17	$0
Did the plan have assets held for investment	2013-01-17	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	2013-01-17	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-01-17	Yes
Aggregate proceeds on sale of assets	2013-01-17	$0
Aggregate carrying amount (costs) on sale of assets	2013-01-17	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-01-17	Yes
Opinion of an independent qualified public accountant for this plan	2013-01-17	Disclaimer
Accountancy firm name	2013-01-17	KROUSE, KERN, & CO., INC.
Accountancy firm EIN	2013-01-17	351498397
2012 : BROTHERHOOD MUTUAL INSURANCE COMPANY EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$10,561
Total unrealized appreciation/depreciation of assets	2012-12-31	$10,561
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Expenses. Interest paid	2012-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$5,707,279
Total loss/gain on sale of assets	2012-12-31	$458,561
Total of all expenses incurred	2012-12-31	$15,336,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$15,336,510
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$5,046,115
Value of total assets at end of year	2012-12-31	$16,138
Value of total assets at beginning of year	2012-12-31	$9,645,409
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$40
Total income from rents	2012-12-31	$0
Total interest from all sources	2012-12-31	$47,892
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$55,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$23,184
Administrative expenses professional fees incurred	2012-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$5,437
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
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
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$1,198,820
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$149
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$31,176
Other income not declared elsewhere	2012-12-31	$1,702
Administrative expenses (other) incurred	2012-12-31	$40
Total non interest bearing cash at end of year	2012-12-31	$15,989
Total non interest bearing cash at beginning of year	2012-12-31	$-5,582
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	$-9,629,271
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$16,138
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$9,645,409
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	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,281,798
Interest on participant loans	2012-12-31	$0
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$31,289
Income. Interest from US Government securities	2012-12-31	$1,483
Income. Interest from corporate debt instruments	2012-12-31	$14,969
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$690,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$617,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$617,606
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$151
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Asset value of US Government securities at end of year	2012-12-31	$0
Asset value of US Government securities at beginning of year	2012-12-31	$51,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$73,024
Net investment gain/loss from pooled separate accounts	2012-12-31	$0
Net investment gain or loss from common/collective trusts	2012-12-31	$13,698
Net gain/loss from 103.12 investment entities	2012-12-31	$0
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	$5,046,115
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$143,000
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$32,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$15,336,510
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$528,546
Contract administrator fees	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$5,102,760
Did the plan have assets held for investment	2012-12-31	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	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	Yes
Aggregate proceeds on sale of assets	2012-12-31	$33,467,087
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$33,008,526
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	KROUSE, KERN, & CO., INC.
Accountancy firm EIN	2012-12-31	351498397
2011 : BROTHERHOOD MUTUAL INSURANCE COMPANY EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-64,411
Total unrealized appreciation/depreciation of assets	2011-12-31	$-64,411
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Expenses. Interest paid	2011-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,140,079
Total loss/gain on sale of assets	2011-12-31	$-88,116
Total of all expenses incurred	2011-12-31	$224,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$223,932
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,108,000
Value of total assets at end of year	2011-12-31	$9,645,409
Value of total assets at beginning of year	2011-12-31	$8,729,379
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$117
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$76,893
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$153,319
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	$55,897
Administrative expenses professional fees incurred	2011-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$5,437
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$6,375
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
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
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$1,198,820
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$1,229,635
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$31,176
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$36,178
Other income not declared elsewhere	2011-12-31	$1,431
Administrative expenses (other) incurred	2011-12-31	$117
Total non interest bearing cash at end of year	2011-12-31	$-5,582
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$916,030
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$9,645,409
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$8,729,379
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
Investment advisory and management fees	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,281,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,009,973
Interest on participant loans	2011-12-31	$0
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$47,717
Income. Interest from US Government securities	2011-12-31	$3,890
Income. Interest from corporate debt instruments	2011-12-31	$25,184
Value of interest in common/collective trusts at end of year	2011-12-31	$690,507
Value of interest in common/collective trusts at beginning of year	2011-12-31	$673,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$617,606
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$483,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$483,651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$102
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Asset value of US Government securities at end of year	2011-12-31	$51,341
Asset value of US Government securities at beginning of year	2011-12-31	$219,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-63,553
Net investment gain/loss from pooled separate accounts	2011-12-31	$0
Net investment gain or loss from common/collective trusts	2011-12-31	$16,516
Net gain/loss from 103.12 investment entities	2011-12-31	$0
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	$1,108,000
Employer contributions (assets) at end of year	2011-12-31	$143,000
Employer contributions (assets) at beginning of year	2011-12-31	$0
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$97,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$223,932
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$528,546
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$641,524
Contract administrator fees	2011-12-31	$0
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
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$5,102,760
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$4,428,427
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
Aggregate proceeds on sale of assets	2011-12-31	$5,993,183
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$6,081,299
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	KROUSE, KERN, & CO., INC.
Accountancy firm EIN	2011-12-31	351498397
2010 : BROTHERHOOD MUTUAL INSURANCE COMPANY EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$542,146
Total unrealized appreciation/depreciation of assets	2010-12-31	$542,146
Total transfer of assets to this plan	2010-12-31	$2,227,081
Total transfer of assets from this plan	2010-12-31	$2,225,089
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,493,164
Total loss/gain on sale of assets	2010-12-31	$-22,016
Total of all expenses incurred	2010-12-31	$218,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$218,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$750,000
Value of total assets at end of year	2010-12-31	$8,729,379
Value of total assets at beginning of year	2010-12-31	$7,453,033
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$151
Total interest from all sources	2010-12-31	$89,790
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$86,822
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	$9,522
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$6,375
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$16,500
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
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
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$1,229,635
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$868,829
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$36,178
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$30,254
Other income not declared elsewhere	2010-12-31	$2,125
Administrative expenses (other) incurred	2010-12-31	$151
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$15,284
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	$1,274,354
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$8,729,379
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$7,453,033
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,009,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$478,956
Interest earned on other investments	2010-12-31	$45,949
Income. Interest from US Government securities	2010-12-31	$12,576
Income. Interest from corporate debt instruments	2010-12-31	$31,200
Value of interest in common/collective trusts at end of year	2010-12-31	$673,990
Value of interest in common/collective trusts at beginning of year	2010-12-31	$756,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$483,651
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$696,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$696,307
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$65
Asset value of US Government securities at end of year	2010-12-31	$219,626
Asset value of US Government securities at beginning of year	2010-12-31	$373,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$21,496
Net investment gain or loss from common/collective trusts	2010-12-31	$22,801
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	$750,000
Income. Dividends from preferred stock	2010-12-31	$434
Income. Dividends from common stock	2010-12-31	$76,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$218,659
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$641,524
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$821,425
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	No
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$4,428,427
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$3,396,278
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
Aggregate proceeds on sale of assets	2010-12-31	$4,589,671
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$4,611,687
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	KROUSE, KERN, & CO., INC.
Accountancy firm EIN	2010-12-31	351498397
2009 : BROTHERHOOD MUTUAL INSURANCE COMPANY EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BROTHERHOOD MUTUAL INSURANCE COMPANY EMPLOYEES' DEFINED BENEFIT PENSION PLAN

2013: BROTHERHOOD MUTUAL INSURANCE COMPANY EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BROTHERHOOD MUTUAL INSURANCE COMPANY EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BROTHERHOOD MUTUAL INSURANCE COMPANY EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BROTHERHOOD MUTUAL INSURANCE COMPANY EMPLOYEES' DEFINED BENEFIT PENSION 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	BROTHERHOOD MUTUAL INSURANCE COMPANY
Employer identification number (EIN):	350198580
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	834729