AUTO-OWNERS INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AUTO-OWNERS INSURANCE COMPANY RETIREMENT SAVINGS & INCENTIVE BONUS PLAN
401k plan membership statisitcs for AUTO-OWNERS INSURANCE COMPANY RETIREMENT SAVINGS & INCENTIVE BONUS PLAN
Measure | Date | Value |
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2022 : AUTO-OWNERS INSURANCE COMPANY RETIREMENT SAVINGS & INCENTIVE BONUS PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $18,032,132 |
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 | $-24,683,297 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $32,245,035 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $31,902,091 |
Value of total corrective distributions | 2022-12-31 | $4,266 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $51,925,288 |
Value of total assets at end of year | 2022-12-31 | $672,249,956 |
Value of total assets at beginning of year | 2022-12-31 | $711,146,156 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $338,678 |
Total interest from all sources | 2022-12-31 | $7,049,634 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $3,480,231 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $3,480,231 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $34,138,839 |
Participant contributions at end of year | 2022-12-31 | $35,585 |
Participant contributions at beginning of year | 2022-12-31 | $83,088 |
Participant contributions at end of year | 2022-12-31 | $7,302 |
Participant contributions at beginning of year | 2022-12-31 | $8,916 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $2,176,259 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $87,099 |
Other income not declared elsewhere | 2022-12-31 | $124,697 |
Administrative expenses (other) incurred | 2022-12-31 | $338,678 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-56,928,332 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $672,249,956 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $711,146,156 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $148,704,928 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $166,532,538 |
Interest on participant loans | 2022-12-31 | $3,293 |
Interest earned on other investments | 2022-12-31 | $7,046,341 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $294,503,616 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $318,329,310 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $228,994,036 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $226,189,740 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-33,424,040 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-53,839,107 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $15,610,190 |
Employer contributions (assets) at end of year | 2022-12-31 | $4,489 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $2,564 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $31,814,992 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MANER COSTERISAN |
Accountancy firm EIN | 2022-12-31 | 382157642 |
2021 : AUTO-OWNERS INSURANCE COMPANY RETIREMENT SAVINGS & INCENTIVE BONUS PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $117,859,053 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $27,391,858 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $27,067,283 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $47,666,572 |
Value of total assets at end of year | 2021-12-31 | $711,146,156 |
Value of total assets at beginning of year | 2021-12-31 | $620,678,961 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $324,575 |
Total interest from all sources | 2021-12-31 | $6,842,743 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $4,099,672 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $4,099,672 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $31,361,933 |
Participant contributions at end of year | 2021-12-31 | $83,088 |
Participant contributions at beginning of year | 2021-12-31 | $151,977 |
Participant contributions at end of year | 2021-12-31 | $8,916 |
Participant contributions at beginning of year | 2021-12-31 | $2,914 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $2,072,923 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $3,239 |
Other income not declared elsewhere | 2021-12-31 | $35,492 |
Administrative expenses (other) incurred | 2021-12-31 | $324,575 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $90,467,195 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $711,146,156 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $620,678,961 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $166,532,538 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $388,889,257 |
Interest on participant loans | 2021-12-31 | $6,610 |
Interest earned on other investments | 2021-12-31 | $6,836,133 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $318,329,310 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $226,189,740 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $231,633,237 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $45,389,122 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $13,825,452 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $14,231,716 |
Employer contributions (assets) at end of year | 2021-12-31 | $2,564 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,576 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $27,064,044 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
2020 : AUTO-OWNERS INSURANCE COMPANY RETIREMENT SAVINGS & INCENTIVE BONUS PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $2,594,443 |
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 | $107,423,344 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $23,399,402 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $23,130,834 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $48,986,995 |
Value of total assets at end of year | 2020-12-31 | $620,678,961 |
Value of total assets at beginning of year | 2020-12-31 | $534,060,576 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $268,568 |
Total interest from all sources | 2020-12-31 | $7,132,945 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $7,445,165 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $7,445,165 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $29,804,332 |
Participant contributions at end of year | 2020-12-31 | $151,977 |
Participant contributions at beginning of year | 2020-12-31 | $242,399 |
Participant contributions at end of year | 2020-12-31 | $2,914 |
Participant contributions at beginning of year | 2020-12-31 | $4,017 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $5,415,245 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $1,298 |
Other income not declared elsewhere | 2020-12-31 | $46,101 |
Administrative expenses (other) incurred | 2020-12-31 | $268,568 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $84,023,942 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $620,678,961 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $534,060,576 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $388,889,257 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $307,501,662 |
Interest on participant loans | 2020-12-31 | $10,890 |
Interest earned on other investments | 2020-12-31 | $7,122,055 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $231,633,237 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $226,309,600 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $43,812,138 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $13,767,418 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,576 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $2,898 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $23,129,536 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MANER COSTERISAN |
Accountancy firm EIN | 2020-12-31 | 382157642 |
2019 : AUTO-OWNERS INSURANCE COMPANY RETIREMENT SAVINGS & INCENTIVE BONUS PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $16,379,116 |
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 | $109,888,100 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $22,837,649 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $22,623,338 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $49,188,912 |
Value of total assets at end of year | 2019-12-31 | $534,060,576 |
Value of total assets at beginning of year | 2019-12-31 | $430,631,009 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $214,311 |
Total interest from all sources | 2019-12-31 | $7,036,226 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $6,989,386 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $6,989,386 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $25,225,012 |
Participant contributions at end of year | 2019-12-31 | $242,399 |
Participant contributions at end of year | 2019-12-31 | $4,017 |
Participant contributions at beginning of year | 2019-12-31 | $7,056 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $12,113,298 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $28,790 |
Other income not declared elsewhere | 2019-12-31 | $39,440 |
Administrative expenses (other) incurred | 2019-12-31 | $214,311 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $87,050,451 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $534,060,576 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $430,631,009 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $307,501,662 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $203,393,970 |
Interest on participant loans | 2019-12-31 | $4,184 |
Interest earned on other investments | 2019-12-31 | $7,032,042 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $226,309,600 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $227,226,475 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $46,634,136 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $11,850,602 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,898 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $3,508 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $22,594,548 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | MANER COSTERISAN |
Accountancy firm EIN | 2019-12-31 | 382157642 |
2018 : AUTO-OWNERS INSURANCE COMPANY RETIREMENT SAVINGS & INCENTIVE BONUS PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $26,941,295 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $25,372,083 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $25,216,947 |
Value of total corrective distributions | 2018-12-31 | $2,842 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $35,456,803 |
Value of total assets at end of year | 2018-12-31 | $430,631,009 |
Value of total assets at beginning of year | 2018-12-31 | $429,061,797 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $152,294 |
Total interest from all sources | 2018-12-31 | $7,177,441 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $4,717,756 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $4,717,756 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $22,350,321 |
Participant contributions at end of year | 2018-12-31 | $7,056 |
Participant contributions at beginning of year | 2018-12-31 | $8,577 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,152,206 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $11,158 |
Other income not declared elsewhere | 2018-12-31 | $8,282 |
Administrative expenses (other) incurred | 2018-12-31 | $152,294 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $1,569,212 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $430,631,009 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $429,061,797 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $203,393,970 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $187,670,372 |
Interest earned on other investments | 2018-12-31 | $7,177,441 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $227,226,475 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $241,379,408 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-20,418,987 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $10,954,276 |
Employer contributions (assets) at end of year | 2018-12-31 | $3,508 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $3,440 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $25,205,789 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | MANER COSTERISAN |
Accountancy firm EIN | 2018-12-31 | 382157642 |
2017 : AUTO-OWNERS INSURANCE COMPANY RETIREMENT SAVINGS & INCENTIVE BONUS PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $66,041,499 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $31,087,810 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $30,998,454 |
Value of total corrective distributions | 2017-12-31 | $13,564 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $30,920,566 |
Value of total assets at end of year | 2017-12-31 | $429,061,797 |
Value of total assets at beginning of year | 2017-12-31 | $394,108,108 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $75,792 |
Total interest from all sources | 2017-12-31 | $8,219,437 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $3,363,725 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $3,363,725 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $19,772,596 |
Participant contributions at end of year | 2017-12-31 | $8,577 |
Participant contributions at beginning of year | 2017-12-31 | $14,535 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,553,589 |
Other income not declared elsewhere | 2017-12-31 | $12,759 |
Administrative expenses (other) incurred | 2017-12-31 | $75,792 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $34,953,689 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $429,061,797 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $394,108,108 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $187,670,372 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $126,432,133 |
Interest earned on other investments | 2017-12-31 | $8,219,437 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $241,379,408 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $267,654,746 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $23,525,012 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $9,594,381 |
Employer contributions (assets) at end of year | 2017-12-31 | $3,440 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $6,694 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $30,998,454 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | MANER COSTERISAN |
Accountancy firm EIN | 2017-12-31 | 382157642 |
2016 : AUTO-OWNERS INSURANCE COMPANY RETIREMENT SAVINGS & INCENTIVE BONUS PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $309,768 |
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 | $46,345,293 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $16,906,991 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $16,857,350 |
Value of total corrective distributions | 2016-12-31 | $13,155 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $27,330,685 |
Value of total assets at end of year | 2016-12-31 | $394,108,108 |
Value of total assets at beginning of year | 2016-12-31 | $364,979,574 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $36,486 |
Total interest from all sources | 2016-12-31 | $9,132,106 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,500,045 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $2,500,045 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $17,764,902 |
Participant contributions at end of year | 2016-12-31 | $14,535 |
Participant contributions at beginning of year | 2016-12-31 | $2,601 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $734,952 |
Other income not declared elsewhere | 2016-12-31 | $1,594 |
Administrative expenses (other) incurred | 2016-12-31 | $36,486 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $29,438,302 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $394,108,108 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $364,979,574 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $126,432,133 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $95,414,475 |
Interest earned on other investments | 2016-12-31 | $9,132,106 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $267,654,746 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $269,561,415 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $7,380,863 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $8,830,831 |
Employer contributions (assets) at end of year | 2016-12-31 | $6,694 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,083 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $16,857,350 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | MANER COSTERISAN |
Accountancy firm EIN | 2016-12-31 | 382157642 |
2015 : AUTO-OWNERS INSURANCE COMPANY RETIREMENT SAVINGS & INCENTIVE BONUS PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $33,586,420 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $25,666,410 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $25,650,569 |
Value of total corrective distributions | 2015-12-31 | $14,446 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $25,443,758 |
Value of total assets at end of year | 2015-12-31 | $364,979,574 |
Value of total assets at beginning of year | 2015-12-31 | $357,059,564 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,395 |
Total interest from all sources | 2015-12-31 | $9,536,844 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,092,207 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,092,207 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $15,976,813 |
Participant contributions at end of year | 2015-12-31 | $2,601 |
Participant contributions at beginning of year | 2015-12-31 | $8,045 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,290,197 |
Other income not declared elsewhere | 2015-12-31 | $1,641 |
Administrative expenses (other) incurred | 2015-12-31 | $1,395 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $7,920,010 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $364,979,574 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $357,059,564 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $95,414,475 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $21,241,656 |
Interest earned on other investments | 2015-12-31 | $9,536,844 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $50,214,751 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $269,561,415 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $285,593,188 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-4,527,337 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $2,039,307 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $8,176,748 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,083 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,924 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $25,650,569 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | MANER COSTERISAN |
Accountancy firm EIN | 2015-12-31 | 382157642 |
2014 : AUTO-OWNERS INSURANCE COMPANY RETIREMENT SAVINGS & INCENTIVE BONUS PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $36,950,808 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $22,750,835 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $22,675,740 |
Value of total corrective distributions | 2014-12-31 | $75,038 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $22,496,307 |
Value of total assets at end of year | 2014-12-31 | $357,059,564 |
Value of total assets at beginning of year | 2014-12-31 | $342,859,591 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $57 |
Total interest from all sources | 2014-12-31 | $10,558,095 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $337,745 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $337,745 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $14,868,745 |
Participant contributions at end of year | 2014-12-31 | $8,045 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Other income not declared elsewhere | 2014-12-31 | $854 |
Administrative expenses (other) incurred | 2014-12-31 | $57 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $14,199,973 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $357,059,564 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $342,859,591 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $21,241,656 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $0 |
Interest earned on other investments | 2014-12-31 | $10,558,095 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $50,214,751 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $285,593,188 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $342,859,591 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,000,437 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $2,557,370 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $7,627,562 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,924 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $22,675,740 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | MANER COSTERISAN |
Accountancy firm EIN | 2014-12-31 | 382157642 |
2013 : AUTO-OWNERS INSURANCE COMPANY RETIREMENT SAVINGS & INCENTIVE BONUS PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $33,323,608 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $27,673,161 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $27,673,161 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $20,516,856 |
Value of total assets at end of year | 2013-12-31 | $342,859,591 |
Value of total assets at beginning of year | 2013-12-31 | $337,209,144 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $12,806,752 |
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 year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $13,453,290 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $5,650,447 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $342,859,591 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $337,209,144 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Interest earned on other investments | 2013-12-31 | $12,806,752 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $342,859,591 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $315,156,476 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $7,063,566 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $22,052,668 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $27,673,161 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | MANER COSTERISAN |
Accountancy firm EIN | 2013-12-31 | 382157642 |
2012 : AUTO-OWNERS INSURANCE COMPANY RETIREMENT SAVINGS & INCENTIVE BONUS PLAN 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-12-31 | $54,293,552 |
Total of all expenses incurred | 2012-12-31 | $14,723,775 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $14,723,775 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $41,484,348 |
Value of total assets at end of year | 2012-12-31 | $337,209,144 |
Value of total assets at beginning of year | 2012-12-31 | $297,639,367 |
Total interest from all sources | 2012-12-31 | $12,809,204 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $12,763,405 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $39,569,777 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $337,209,144 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $297,639,367 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Interest earned on other investments | 2012-12-31 | $12,809,204 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $315,156,476 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $297,639,367 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $28,720,943 |
Employer contributions (assets) at end of year | 2012-12-31 | $22,052,668 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $14,723,775 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | MANER COSTERISAN |
Accountancy firm EIN | 2012-12-31 | 382157642 |
2011 : AUTO-OWNERS INSURANCE COMPANY RETIREMENT SAVINGS & INCENTIVE BONUS PLAN 2011 401k financial data |
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Total income from all sources (including contributions) | 2011-12-31 | $31,266,717 |
Total of all expenses incurred | 2011-12-31 | $15,386,247 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $15,386,247 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $18,390,720 |
Value of total assets at end of year | 2011-12-31 | $297,639,367 |
Value of total assets at beginning of year | 2011-12-31 | $281,758,897 |
Total interest from all sources | 2011-12-31 | $12,875,997 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $12,112,173 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $15,880,470 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $297,639,367 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $281,758,897 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Interest earned on other investments | 2011-12-31 | $12,875,997 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $297,639,367 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $272,698,329 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $6,278,547 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $9,060,568 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $15,386,247 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | MANER COSTERISAN |
Accountancy firm EIN | 2011-12-31 | 382157642 |
2010 : AUTO-OWNERS INSURANCE COMPANY RETIREMENT SAVINGS & INCENTIVE BONUS PLAN 2010 401k financial data |
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Total transfer of assets to this plan | 2010-12-31 | $220,649,298 |
Total income from all sources (including contributions) | 2010-12-31 | $19,395,622 |
Total of all expenses incurred | 2010-12-31 | $1,376,774 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,376,774 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $17,315,094 |
Value of total assets at end of year | 2010-12-31 | $281,758,897 |
Value of total assets at beginning of year | 2010-12-31 | $34,030,183 |
Total interest from all sources | 2010-12-31 | $2,080,528 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $11,518,574 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $18,018,848 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $281,758,897 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $34,030,183 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Interest earned on other investments | 2010-12-31 | $2,080,528 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $272,698,329 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $34,030,183 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $5,796,520 |
Employer contributions (assets) at end of year | 2010-12-31 | $9,060,568 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,376,774 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | MANER COSTERISAN |
Accountancy firm EIN | 2010-12-31 | 382157642 |