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MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 401k Plan overview

Plan NameMODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN
Plan identification number 004

MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

MODERN WOODMEN OF AMERICA has sponsored the creation of one or more 401k plans.

Company Name:MODERN WOODMEN OF AMERICA
Employer identification number (EIN):361493430
NAIC Classification:524140

Additional information about MODERN WOODMEN OF AMERICA

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 571531

More information about MODERN WOODMEN OF AMERICA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01SHEA DOYLE2023-10-11
0042021-01-01JERALD J. LYPHOUT2022-10-02
0042020-01-01JERALD J. LYPHOUT2021-09-08
0042019-01-01JERALD J. LYPHOUT2020-09-01
0042018-01-01JERALD J. LYPHOUT2019-07-29
0042017-01-01
0042016-01-01
0042015-01-01
0042014-01-01JERALD J. LYPHOUT
0042013-01-01DENIS PRIOR DENIS PRIOR2014-10-09
0042012-01-01DENIS PRIOR DENIS PRIOR2013-09-17
0042011-01-01ROSEMARY COSTELLO
0042009-01-01ROSEMARY COSTELLO

Plan Statistics for MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN

401k plan membership statisitcs for MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN

Measure Date Value
2022: MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,429
Total number of active participants reported on line 7a of the Form 55002022-01-011,059
Number of retired or separated participants receiving benefits2022-01-0153
Number of other retired or separated participants entitled to future benefits2022-01-01445
Total of all active and inactive participants2022-01-011,557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-011,564
Number of participants with account balances2022-01-011,545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0195
2021: MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,308
Total number of active participants reported on line 7a of the Form 55002021-01-01996
Number of retired or separated participants receiving benefits2021-01-0149
Number of other retired or separated participants entitled to future benefits2021-01-01362
Total of all active and inactive participants2021-01-011,407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-011,414
Number of participants with account balances2021-01-011,392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0157
2020: MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,311
Total number of active participants reported on line 7a of the Form 55002020-01-01972
Number of retired or separated participants receiving benefits2020-01-0146
Number of other retired or separated participants entitled to future benefits2020-01-01282
Total of all active and inactive participants2020-01-011,300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-011,308
Number of participants with account balances2020-01-011,196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0121
2019: MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,356
Total number of active participants reported on line 7a of the Form 55002019-01-011,001
Number of retired or separated participants receiving benefits2019-01-0146
Number of other retired or separated participants entitled to future benefits2019-01-01268
Total of all active and inactive participants2019-01-011,315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-018
Total participants2019-01-011,323
Number of participants with account balances2019-01-011,213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0151
2018: MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,361
Total number of active participants reported on line 7a of the Form 55002018-01-011,090
Number of retired or separated participants receiving benefits2018-01-0142
Number of other retired or separated participants entitled to future benefits2018-01-01225
Total of all active and inactive participants2018-01-011,357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-011,365
Number of participants with account balances2018-01-011,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0156
2017: MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,371
Total number of active participants reported on line 7a of the Form 55002017-01-011,143
Number of retired or separated participants receiving benefits2017-01-0137
Number of other retired or separated participants entitled to future benefits2017-01-01200
Total of all active and inactive participants2017-01-011,380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-011,388
Number of participants with account balances2017-01-011,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0152
2016: MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,389
Total number of active participants reported on line 7a of the Form 55002016-01-011,178
Number of retired or separated participants receiving benefits2016-01-0137
Number of other retired or separated participants entitled to future benefits2016-01-01206
Total of all active and inactive participants2016-01-011,421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-011,426
Number of participants with account balances2016-01-011,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0160
2015: MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,379
Total number of active participants reported on line 7a of the Form 55002015-01-011,181
Number of retired or separated participants receiving benefits2015-01-0136
Number of other retired or separated participants entitled to future benefits2015-01-01202
Total of all active and inactive participants2015-01-011,419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-011,425
Number of participants with account balances2015-01-011,264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0158
2014: MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,388
Total number of active participants reported on line 7a of the Form 55002014-01-011,147
Number of retired or separated participants receiving benefits2014-01-0132
Number of other retired or separated participants entitled to future benefits2014-01-01196
Total of all active and inactive participants2014-01-011,375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-011,379
Number of participants with account balances2014-01-011,234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0160
2013: MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,405
Total number of active participants reported on line 7a of the Form 55002013-01-011,175
Number of retired or separated participants receiving benefits2013-01-0133
Number of other retired or separated participants entitled to future benefits2013-01-01174
Total of all active and inactive participants2013-01-011,382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-011,388
Number of participants with account balances2013-01-011,228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0172
2012: MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,330
Total number of active participants reported on line 7a of the Form 55002012-01-011,191
Number of retired or separated participants receiving benefits2012-01-0138
Number of other retired or separated participants entitled to future benefits2012-01-01173
Total of all active and inactive participants2012-01-011,402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,405
Number of participants with account balances2012-01-011,253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0152
2011: MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,239
Total number of active participants reported on line 7a of the Form 55002011-01-011,144
Number of retired or separated participants receiving benefits2011-01-0137
Number of other retired or separated participants entitled to future benefits2011-01-01146
Total of all active and inactive participants2011-01-011,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-011,330
Number of participants with account balances2011-01-011,161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0136
2009: MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,223
Total number of active participants reported on line 7a of the Form 55002009-01-011,055
Number of retired or separated participants receiving benefits2009-01-0134
Number of other retired or separated participants entitled to future benefits2009-01-01140
Total of all active and inactive participants2009-01-011,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-011,234
Number of participants with account balances2009-01-011,096
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0143

Financial Data on MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN

Measure Date Value
2022 : MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-21,192,811
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$15,180,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$15,173,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,695,912
Value of total assets at end of year2022-12-31$211,441,972
Value of total assets at beginning of year2022-12-31$247,815,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,900
Total interest from all sources2022-12-31$82,867
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,757,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$9,757,920
Administrative expenses professional fees incurred2022-12-31$6,900
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,143,997
Participant contributions at end of year2022-12-31$1,925,319
Participant contributions at beginning of year2022-12-31$1,813,190
Other income not declared elsewhere2022-12-31$4,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-36,373,588
Value of net assets at end of year (total assets less liabilities)2022-12-31$211,441,972
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$247,815,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$177,751,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$207,933,108
Interest on participant loans2022-12-31$82,867
Value of interest in common/collective trusts at end of year2022-12-31$31,764,988
Value of interest in common/collective trusts at beginning of year2022-12-31$38,069,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-42,266,917
Net investment gain or loss from common/collective trusts2022-12-31$532,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,551,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$15,173,877
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$40,258,031
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$12,407,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,399,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,432,251
Value of total assets at end of year2021-12-31$247,815,560
Value of total assets at beginning of year2021-12-31$219,965,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$8,043
Total interest from all sources2021-12-31$90,384
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$15,555,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$15,555,293
Administrative expenses professional fees incurred2021-12-31$4,675
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,023,479
Participant contributions at end of year2021-12-31$1,813,190
Participant contributions at beginning of year2021-12-31$1,887,535
Administrative expenses (other) incurred2021-12-31$3,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$27,850,209
Value of net assets at end of year (total assets less liabilities)2021-12-31$247,815,560
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$219,965,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$207,933,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$180,310,988
Interest on participant loans2021-12-31$90,384
Value of interest in common/collective trusts at end of year2021-12-31$38,069,262
Value of interest in common/collective trusts at beginning of year2021-12-31$37,766,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$14,663,496
Net investment gain or loss from common/collective trusts2021-12-31$516,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,408,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,399,779
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2021-12-31346565596
2020 : MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$35,231,416
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$18,232,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$18,214,190
Expenses. Certain deemed distributions of participant loans2020-12-31$13,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,575,806
Value of total assets at end of year2020-12-31$219,965,351
Value of total assets at beginning of year2020-12-31$202,966,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,905
Total interest from all sources2020-12-31$114,173
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$7,927,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$7,927,942
Administrative expenses professional fees incurred2020-12-31$4,825
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,329,486
Participant contributions at end of year2020-12-31$1,887,535
Participant contributions at beginning of year2020-12-31$2,349,633
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$222,575
Administrative expenses (other) incurred2020-12-31$80
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$16,998,894
Value of net assets at end of year (total assets less liabilities)2020-12-31$219,965,351
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$202,966,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$180,310,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$169,996,819
Interest on participant loans2020-12-31$114,173
Value of interest in common/collective trusts at end of year2020-12-31$37,766,828
Value of interest in common/collective trusts at beginning of year2020-12-31$30,305,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$17,919,819
Net investment gain or loss from common/collective trusts2020-12-31$693,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,246,320
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$91,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,214,190
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2020-12-31346565596
2019 : MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$44,348,877
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$16,604,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,596,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,757,521
Value of total assets at end of year2019-12-31$202,966,457
Value of total assets at beginning of year2019-12-31$175,221,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,055
Total interest from all sources2019-12-31$121,422
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,825,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,825,609
Administrative expenses professional fees incurred2019-12-31$5,400
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,466,546
Participant contributions at end of year2019-12-31$2,349,633
Participant contributions at beginning of year2019-12-31$2,701,719
Participant contributions at end of year2019-12-31$222,575
Participant contributions at beginning of year2019-12-31$229,865
Administrative expenses (other) incurred2019-12-31$2,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$27,744,763
Value of net assets at end of year (total assets less liabilities)2019-12-31$202,966,457
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$175,221,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$169,996,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$140,262,340
Interest on participant loans2019-12-31$121,422
Value of interest in common/collective trusts at end of year2019-12-31$30,305,762
Value of interest in common/collective trusts at beginning of year2019-12-31$31,931,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$27,904,469
Net investment gain or loss from common/collective trusts2019-12-31$739,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,290,975
Employer contributions (assets) at end of year2019-12-31$91,668
Employer contributions (assets) at beginning of year2019-12-31$95,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,596,059
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2019-12-31346565596
2018 : MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,184,481
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,172,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,150,111
Value of total corrective distributions2018-12-31$353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,260,740
Value of total assets at end of year2018-12-31$175,221,694
Value of total assets at beginning of year2018-12-31$185,209,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,977
Total interest from all sources2018-12-31$115,046
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,346,175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$7,346,175
Administrative expenses professional fees incurred2018-12-31$4,450
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,875,385
Participant contributions at end of year2018-12-31$2,701,719
Participant contributions at beginning of year2018-12-31$2,461,733
Participant contributions at end of year2018-12-31$229,865
Participant contributions at beginning of year2018-12-31$263,744
Administrative expenses (other) incurred2018-12-31$17,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,987,960
Value of net assets at end of year (total assets less liabilities)2018-12-31$175,221,694
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$185,209,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$140,262,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$146,285,077
Interest on participant loans2018-12-31$115,046
Value of interest in common/collective trusts at end of year2018-12-31$31,931,859
Value of interest in common/collective trusts at beginning of year2018-12-31$36,087,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-15,253,670
Net investment gain or loss from common/collective trusts2018-12-31$716,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,385,355
Employer contributions (assets) at end of year2018-12-31$95,911
Employer contributions (assets) at beginning of year2018-12-31$111,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,150,111
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2018-12-31346565596
2017 : MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$33,623,614
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,088,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,083,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,131,797
Value of total assets at end of year2017-12-31$185,209,654
Value of total assets at beginning of year2017-12-31$159,674,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,322
Total interest from all sources2017-12-31$88,585
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,237,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,237,749
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,725,034
Participant contributions at end of year2017-12-31$2,461,733
Participant contributions at beginning of year2017-12-31$2,493,910
Participant contributions at end of year2017-12-31$263,744
Participant contributions at beginning of year2017-12-31$252,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$25,535,214
Value of net assets at end of year (total assets less liabilities)2017-12-31$185,209,654
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$159,674,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$5,322
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$146,285,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$118,060,532
Interest on participant loans2017-12-31$88,585
Value of interest in common/collective trusts at end of year2017-12-31$36,087,506
Value of interest in common/collective trusts at beginning of year2017-12-31$38,764,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$18,494,249
Net investment gain or loss from common/collective trusts2017-12-31$671,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,406,763
Employer contributions (assets) at end of year2017-12-31$111,594
Employer contributions (assets) at beginning of year2017-12-31$103,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,083,078
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2017-12-31346565596
2016 : MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$20,003,617
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$11,653,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,647,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,925,315
Value of total assets at end of year2016-12-31$159,674,440
Value of total assets at beginning of year2016-12-31$151,324,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,975
Total interest from all sources2016-12-31$83,014
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,140,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,140,764
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,566,600
Participant contributions at end of year2016-12-31$2,493,910
Participant contributions at beginning of year2016-12-31$2,616,316
Participant contributions at end of year2016-12-31$252,609
Participant contributions at beginning of year2016-12-31$255,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,350,273
Value of net assets at end of year (total assets less liabilities)2016-12-31$159,674,440
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$151,324,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$5,975
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$118,060,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$110,994,354
Income. Interest from loans (other than to participants)2016-12-31$83,014
Value of interest in common/collective trusts at end of year2016-12-31$38,764,124
Value of interest in common/collective trusts at beginning of year2016-12-31$37,348,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,774,646
Net investment gain or loss from common/collective trusts2016-12-31$79,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,358,715
Employer contributions (assets) at end of year2016-12-31$103,265
Employer contributions (assets) at beginning of year2016-12-31$109,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,647,369
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2016-12-31346565596
2015 : MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$9,071,789
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$14,114,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$14,110,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,876,447
Value of total assets at end of year2015-12-31$151,324,167
Value of total assets at beginning of year2015-12-31$156,367,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,425
Total interest from all sources2015-12-31$76,371
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,656,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,656,364
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,371,379
Participant contributions at end of year2015-12-31$2,616,316
Participant contributions at beginning of year2015-12-31$2,439,032
Participant contributions at end of year2015-12-31$255,029
Participant contributions at beginning of year2015-12-31$291,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,043,187
Value of net assets at end of year (total assets less liabilities)2015-12-31$151,324,167
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$156,367,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$4,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$110,994,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$112,961,060
Interest on participant loans2015-12-31$76,371
Value of interest in common/collective trusts at end of year2015-12-31$37,348,578
Value of interest in common/collective trusts at beginning of year2015-12-31$40,556,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,682,435
Net investment gain or loss from common/collective trusts2015-12-31$145,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,505,068
Employer contributions (assets) at end of year2015-12-31$109,890
Employer contributions (assets) at beginning of year2015-12-31$119,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$14,110,551
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2015-12-31346565596
2014 : MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$19,906,952
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$10,642,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,638,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,566,952
Value of total assets at end of year2014-12-31$156,367,354
Value of total assets at beginning of year2014-12-31$147,102,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,775
Total interest from all sources2014-12-31$70,680
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,583,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,583,249
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,306,400
Participant contributions at end of year2014-12-31$2,439,032
Participant contributions at beginning of year2014-12-31$2,295,217
Participant contributions at end of year2014-12-31$291,526
Participant contributions at beginning of year2014-12-31$270,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$9,264,627
Value of net assets at end of year (total assets less liabilities)2014-12-31$156,367,354
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$147,102,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$3,775
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$112,961,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$100,860,295
Interest on participant loans2014-12-31$70,680
Value of interest in common/collective trusts at end of year2014-12-31$40,556,473
Value of interest in common/collective trusts at beginning of year2014-12-31$43,565,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,913,489
Net investment gain or loss from common/collective trusts2014-12-31$772,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,260,552
Employer contributions (assets) at end of year2014-12-31$119,263
Employer contributions (assets) at beginning of year2014-12-31$110,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,638,550
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2014-12-31346565596
2013 : MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$27,980,535
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$8,925,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,921,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,619,272
Value of total assets at end of year2013-12-31$147,102,727
Value of total assets at beginning of year2013-12-31$128,047,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,075
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,322,332
Participant contributions at end of year2013-12-31$2,295,217
Participant contributions at beginning of year2013-12-31$2,324,194
Participant contributions at end of year2013-12-31$270,811
Participant contributions at beginning of year2013-12-31$270,990
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$19,055,339
Value of net assets at end of year (total assets less liabilities)2013-12-31$147,102,727
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$128,047,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$4,075
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$100,860,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$81,043,174
Value of interest in common/collective trusts at end of year2013-12-31$43,565,793
Value of interest in common/collective trusts at beginning of year2013-12-31$44,291,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$19,700,354
Net investment gain or loss from common/collective trusts2013-12-31$-339,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,296,240
Employer contributions (assets) at end of year2013-12-31$110,611
Employer contributions (assets) at beginning of year2013-12-31$117,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,921,121
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2013-12-31346565596
2012 : MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$22,098,344
Total of all expenses incurred2012-12-31$5,189,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,184,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,644,651
Value of total assets at end of year2012-12-31$128,047,388
Value of total assets at beginning of year2012-12-31$111,138,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,299,233
Participant contributions at end of year2012-12-31$2,324,194
Participant contributions at beginning of year2012-12-31$2,434,255
Participant contributions at end of year2012-12-31$270,990
Participant contributions at beginning of year2012-12-31$284,144
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$469
Administrative expenses (other) incurred2012-12-31$180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$16,909,254
Value of net assets at end of year (total assets less liabilities)2012-12-31$128,047,388
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$111,138,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$4,550
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$81,043,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$72,495,277
Value of interest in common/collective trusts at end of year2012-12-31$44,291,661
Value of interest in common/collective trusts at beginning of year2012-12-31$35,804,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$10,341,451
Net investment gain or loss from common/collective trusts2012-12-31$3,112,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,344,949
Employer contributions (assets) at end of year2012-12-31$117,369
Employer contributions (assets) at beginning of year2012-12-31$120,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,184,360
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2012-12-31346565596
2011 : MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$9,877,346
Total of all expenses incurred2011-12-31$5,417,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,407,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,274,835
Value of total assets at end of year2011-12-31$111,138,134
Value of total assets at beginning of year2011-12-31$106,678,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$6,056,769
Participant contributions at end of year2011-12-31$2,434,255
Participant contributions at beginning of year2011-12-31$2,387,849
Participant contributions at end of year2011-12-31$284,144
Participant contributions at beginning of year2011-12-31$242,056
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$-702
Administrative expenses (other) incurred2011-12-31$4,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$4,460,088
Value of net assets at end of year (total assets less liabilities)2011-12-31$111,138,134
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$106,678,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$4,375
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$72,495,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$72,830,255
Value of interest in common/collective trusts at end of year2011-12-31$35,804,357
Value of interest in common/collective trusts at beginning of year2011-12-31$31,114,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$617,302
Net investment gain or loss from common/collective trusts2011-12-31$985,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,218,768
Employer contributions (assets) at end of year2011-12-31$120,101
Employer contributions (assets) at beginning of year2011-12-31$103,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,407,890
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2011-12-31346565596
2010 : MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$17,219,926
Total of all expenses incurred2010-12-31$4,850,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,846,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,668,622
Value of total assets at end of year2010-12-31$106,678,046
Value of total assets at beginning of year2010-12-31$94,308,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$5,597,535
Participant contributions at end of year2010-12-31$2,387,849
Participant contributions at beginning of year2010-12-31$1,914,011
Participant contributions at end of year2010-12-31$242,056
Participant contributions at beginning of year2010-12-31$212,573
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$993
Administrative expenses (other) incurred2010-12-31$419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$12,369,374
Value of net assets at end of year (total assets less liabilities)2010-12-31$106,678,046
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$94,308,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$3,525
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$72,830,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$61,976,799
Value of interest in common/collective trusts at end of year2010-12-31$31,114,565
Value of interest in common/collective trusts at beginning of year2010-12-31$30,111,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,659,261
Net investment gain or loss from common/collective trusts2010-12-31$892,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,070,094
Employer contributions (assets) at end of year2010-12-31$103,321
Employer contributions (assets) at beginning of year2010-12-31$93,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,846,608
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2010-12-31346565596

Form 5500 Responses for MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN

2022: MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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