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MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameMUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT PLAN
Plan identification number 002

MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

MUTUAL TRUST LIFE INSURANCE COMPANY, A PAN-AMERICAN LIFE INSURANCE GRO has sponsored the creation of one or more 401k plans.

Company Name:MUTUAL TRUST LIFE INSURANCE COMPANY, A PAN-AMERICAN LIFE INSURANCE GRO
Employer identification number (EIN):361516780
NAIC Classification:524140

Additional information about MUTUAL TRUST LIFE INSURANCE COMPANY, A PAN-AMERICAN LIFE INSURANCE GRO

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 736535

More information about MUTUAL TRUST LIFE INSURANCE COMPANY, A PAN-AMERICAN LIFE INSURANCE GRO

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01PAULA MANNON
0022017-01-01
0022016-01-01PAULA MANNON
0022015-01-012016-08-01
0022015-01-01PAULA MANNON PAULA MANNON2016-08-01
0022015-01-01PAULA MANNON PAULA MANNON2016-08-01
0022014-01-01ALFREDA JACOB
0022013-01-01FREDDIE JACOB
0022012-01-01ALFREDA JACOB
0022011-01-01A A JACOB ALFREDA A JACOB2012-07-30
0022009-01-01ALFREDA JACOB ALFREDA JACOB2010-07-27

Plan Statistics for MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT PLAN

Measure Date Value
2017: MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01192
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01188
Total number of active participants reported on line 7a of the Form 55002016-01-01129
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0163
Total of all active and inactive participants2016-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01192
Number of participants with account balances2016-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01194
Total number of active participants reported on line 7a of the Form 55002015-01-01133
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0155
Total of all active and inactive participants2015-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01188
Number of participants with account balances2015-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01197
Total number of active participants reported on line 7a of the Form 55002014-01-01133
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0162
Total of all active and inactive participants2014-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01195
Number of participants with account balances2014-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01195
Total number of active participants reported on line 7a of the Form 55002013-01-01134
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0164
Total of all active and inactive participants2013-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01198
Number of participants with account balances2013-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01199
Total number of active participants reported on line 7a of the Form 55002012-01-01143
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0152
Total of all active and inactive participants2012-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01195
Number of participants with account balances2012-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01196
Total number of active participants reported on line 7a of the Form 55002011-01-01144
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01199
Number of participants with account balances2011-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01193
Total number of active participants reported on line 7a of the Form 55002009-01-01148
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0150
Total of all active and inactive participants2009-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01198
Number of participants with account balances2009-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT PLAN

Measure Date Value
2017 : MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$21,503,300
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$5,189,592
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,461,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,457,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,806,466
Value of total assets at end of year2017-12-31$0
Value of total assets at beginning of year2017-12-31$20,775,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,333
Total interest from all sources2017-12-31$10,705
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$676,369
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$676,369
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$924,024
Participant contributions at beginning of year2017-12-31$241,322
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$614
Other income not declared elsewhere2017-12-31$4,060
Administrative expenses (other) incurred2017-12-31$4,333
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$727,932
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,775,368
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
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,441,962
Interest on participant loans2017-12-31$10,705
Value of interest in common/collective trusts at beginning of year2017-12-31$8,092,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,893,264
Net investment gain or loss from common/collective trusts2017-12-31$798,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$881,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,457,327
Did the plan have assets held for investment2017-12-31No
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 PBGC2017-12-31Yes
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
Accountancy firm EIN2017-12-31346565596
2016 : MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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$3,035,257
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$943,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$940,249
Expenses. Certain deemed distributions of participant loans2016-12-31$23
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,538,068
Value of total assets at end of year2016-12-31$20,775,368
Value of total assets at beginning of year2016-12-31$18,683,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,176
Total interest from all sources2016-12-31$8,200
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$551,422
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$551,422
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$911,638
Participant contributions at end of year2016-12-31$241,322
Participant contributions at beginning of year2016-12-31$158,705
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$58,626
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$24,399
Other income not declared elsewhere2016-12-31$47,649
Administrative expenses (other) incurred2016-12-31$3,176
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$2,091,809
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,775,368
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,683,559
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,441,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,847,687
Interest on participant loans2016-12-31$8,200
Value of interest in common/collective trusts at end of year2016-12-31$8,092,084
Value of interest in common/collective trusts at beginning of year2016-12-31$6,677,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$333,475
Net investment gain or loss from common/collective trusts2016-12-31$556,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$567,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$915,850
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
Accountancy firm EIN2016-12-31346565596
2015 : MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,401,303
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,489,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,471,686
Expenses. Certain deemed distributions of participant loans2015-12-31$197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,508,762
Value of total assets at end of year2015-12-31$18,683,559
Value of total assets at beginning of year2015-12-31$18,771,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,539
Total interest from all sources2015-12-31$8,595
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$706,762
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$706,762
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$927,616
Participant contributions at end of year2015-12-31$158,705
Participant contributions at beginning of year2015-12-31$234,798
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$88,942
Other income not declared elsewhere2015-12-31$22,308
Administrative expenses (other) incurred2015-12-31$17,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-88,119
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,683,559
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,771,678
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,847,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,785,793
Interest on participant loans2015-12-31$8,595
Value of interest in common/collective trusts at end of year2015-12-31$6,677,167
Value of interest in common/collective trusts at beginning of year2015-12-31$6,751,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-818,313
Net investment gain or loss from common/collective trusts2015-12-31$-26,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$492,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,471,686
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
Accountancy firm EIN2015-12-31346565596
2014 : MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,625,627
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,810,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,782,276
Expenses. Certain deemed distributions of participant loans2014-12-31$25,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,646,691
Value of total assets at end of year2014-12-31$18,771,678
Value of total assets at beginning of year2014-12-31$17,956,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,108
Total interest from all sources2014-12-31$10,107
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$675,820
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$675,820
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$956,407
Participant contributions at end of year2014-12-31$234,798
Participant contributions at beginning of year2014-12-31$191,041
Other income not declared elsewhere2014-12-31$1,445
Administrative expenses (other) incurred2014-12-31$3,108
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$815,074
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,771,678
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,956,604
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,785,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,899,331
Interest on participant loans2014-12-31$10,107
Value of interest in common/collective trusts at end of year2014-12-31$6,751,087
Value of interest in common/collective trusts at beginning of year2014-12-31$5,866,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-96,775
Net investment gain or loss from common/collective trusts2014-12-31$388,339
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$690,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,782,276
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
Accountancy firm EIN2014-12-31346565596
2013 : MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT 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$4,665,792
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$610,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$581,937
Expenses. Certain deemed distributions of participant loans2013-12-31$26,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,540,932
Value of total assets at end of year2013-12-31$17,956,604
Value of total assets at beginning of year2013-12-31$13,901,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,527
Total interest from all sources2013-12-31$9,270
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$388,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$388,366
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$917,681
Participant contributions at end of year2013-12-31$191,041
Participant contributions at beginning of year2013-12-31$260,284
Other income not declared elsewhere2013-12-31$1,522
Administrative expenses (other) incurred2013-12-31$2,527
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$4,055,003
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,956,604
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,901,601
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,899,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,921,909
Interest on participant loans2013-12-31$9,270
Value of interest in common/collective trusts at end of year2013-12-31$5,866,232
Value of interest in common/collective trusts at beginning of year2013-12-31$4,719,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,067,482
Net investment gain or loss from common/collective trusts2013-12-31$658,220
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$623,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$581,937
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
Accountancy firm EIN2013-12-31346565596
2012 : MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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
Total income from all sources (including contributions)2012-12-31$2,937,217
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$564,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$558,182
Expenses. Certain deemed distributions of participant loans2012-12-31$4,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,439,155
Value of total assets at end of year2012-12-31$13,901,601
Value of total assets at beginning of year2012-12-31$11,529,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,662
Total interest from all sources2012-12-31$10,349
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$270,094
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$270,094
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$877,288
Participant contributions at end of year2012-12-31$260,284
Participant contributions at beginning of year2012-12-31$252,224
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$59,837
Other income not declared elsewhere2012-12-31$6,509
Administrative expenses (other) incurred2012-12-31$2,662
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$2,372,236
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,901,601
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,529,365
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,921,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,479,267
Interest on participant loans2012-12-31$10,349
Value of interest in common/collective trusts at end of year2012-12-31$4,719,408
Value of interest in common/collective trusts at beginning of year2012-12-31$3,797,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$907,093
Net investment gain or loss from common/collective trusts2012-12-31$304,017
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$502,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$558,182
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
Accountancy firm EIN2012-12-31346565596
2011 : MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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
Total income from all sources (including contributions)2011-12-31$1,394,653
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$547,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$544,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,607,459
Value of total assets at end of year2011-12-31$11,529,365
Value of total assets at beginning of year2011-12-31$10,682,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,720
Total interest from all sources2011-12-31$7,511
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$92,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$92,447
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$823,543
Participant contributions at end of year2011-12-31$252,224
Participant contributions at beginning of year2011-12-31$183,467
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,500
Administrative expenses (other) incurred2011-12-31$2,720
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$847,116
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,529,365
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,682,249
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,479,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,094,209
Interest on participant loans2011-12-31$7,511
Value of interest in common/collective trusts at end of year2011-12-31$3,797,874
Value of interest in common/collective trusts at beginning of year2011-12-31$3,404,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-363,691
Net investment gain or loss from common/collective trusts2011-12-31$50,927
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$778,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$544,817
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
Accountancy firm EIN2011-12-31346565596
2010 : MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,673,799
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,017,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,013,972
Expenses. Certain deemed distributions of participant loans2010-12-31$464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,310,203
Value of total assets at end of year2010-12-31$10,682,249
Value of total assets at beginning of year2010-12-31$9,025,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,808
Total interest from all sources2010-12-31$7,844
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$62,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$62,003
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$837,185
Participant contributions at end of year2010-12-31$183,467
Participant contributions at beginning of year2010-12-31$130,810
Other income not declared elsewhere2010-12-31$4
Administrative expenses (other) incurred2010-12-31$2,808
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$1,656,555
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,682,249
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,025,694
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,094,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,100,292
Interest on participant loans2010-12-31$7,844
Value of interest in common/collective trusts at end of year2010-12-31$3,404,573
Value of interest in common/collective trusts at beginning of year2010-12-31$2,794,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,025,208
Net investment gain or loss from common/collective trusts2010-12-31$268,537
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$473,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,013,972
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
Accountancy firm EIN2010-12-31346565596
2009 : MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT PLAN

2017: MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT 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 filingYes
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: MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT 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: MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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: MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT 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: MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT 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: MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT 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: MUTUAL TRUST LIFE INSURANCE CO. 401(K) RETIREMENT 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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