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AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 401k Plan overview

Plan NameAMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN
Plan identification number 011

AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN has sponsored the creation of one or more 401k plans.

Company Name:AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN
Employer identification number (EIN):380829210
NAIC Classification:524150

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0112022-01-01
0112021-01-01
0112020-01-01
0112019-01-01
0112018-01-01
0112017-01-01ANGELA MCBRIDE
0112016-01-01ANGELA MCBRIDE
0112015-01-01ANGELA MCBRIDE
0112014-01-01ANGELA MCBRIDE
0112013-01-01ANGELA MCBRIDE
0112012-01-01ANGELA MCBRIDE
0112011-01-01ANGELA MCBRIDE
0112009-01-01DERICK W. ADAMS, VICE PRESIDENT DERICK W. ADAMS, VICE PRESIDENT2010-09-10

Plan Statistics for AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN

401k plan membership statisitcs for AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN

Measure Date Value
2022: AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01986
Total number of active participants reported on line 7a of the Form 55002022-01-01720
Number of retired or separated participants receiving benefits2022-01-0119
Number of other retired or separated participants entitled to future benefits2022-01-01275
Total of all active and inactive participants2022-01-011,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-011,019
Number of participants with account balances2022-01-011,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01966
Total number of active participants reported on line 7a of the Form 55002021-01-01687
Number of retired or separated participants receiving benefits2021-01-0119
Number of other retired or separated participants entitled to future benefits2021-01-01284
Total of all active and inactive participants2021-01-01990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-01997
Number of participants with account balances2021-01-01986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01993
Total number of active participants reported on line 7a of the Form 55002020-01-01667
Number of retired or separated participants receiving benefits2020-01-0119
Number of other retired or separated participants entitled to future benefits2020-01-01276
Total of all active and inactive participants2020-01-01962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-01968
Number of participants with account balances2020-01-01966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01989
Total number of active participants reported on line 7a of the Form 55002019-01-01714
Number of retired or separated participants receiving benefits2019-01-0120
Number of other retired or separated participants entitled to future benefits2019-01-01258
Total of all active and inactive participants2019-01-01992
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-01999
Number of participants with account balances2019-01-01993
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,011
Total number of active participants reported on line 7a of the Form 55002018-01-01724
Number of retired or separated participants receiving benefits2018-01-0118
Number of other retired or separated participants entitled to future benefits2018-01-01245
Total of all active and inactive participants2018-01-01987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-01994
Number of participants with account balances2018-01-01989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01992
Total number of active participants reported on line 7a of the Form 55002017-01-01742
Number of retired or separated participants receiving benefits2017-01-0119
Number of other retired or separated participants entitled to future benefits2017-01-01242
Total of all active and inactive participants2017-01-011,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-011,011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01967
Total number of active participants reported on line 7a of the Form 55002016-01-01732
Number of retired or separated participants receiving benefits2016-01-0121
Number of other retired or separated participants entitled to future benefits2016-01-01234
Total of all active and inactive participants2016-01-01987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-01992
Number of participants with account balances2016-01-01992
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,000
Total number of active participants reported on line 7a of the Form 55002015-01-01718
Number of retired or separated participants receiving benefits2015-01-0122
Number of other retired or separated participants entitled to future benefits2015-01-01222
Total of all active and inactive participants2015-01-01962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-01969
Number of participants with account balances2015-01-01967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01909
Total number of active participants reported on line 7a of the Form 55002014-01-01720
Number of retired or separated participants receiving benefits2014-01-0125
Number of other retired or separated participants entitled to future benefits2014-01-01256
Total of all active and inactive participants2014-01-011,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-011,009
Number of participants with account balances2014-01-011,000
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01891
Total number of active participants reported on line 7a of the Form 55002013-01-01706
Number of retired or separated participants receiving benefits2013-01-0122
Number of other retired or separated participants entitled to future benefits2013-01-01185
Total of all active and inactive participants2013-01-01913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01917
Number of participants with account balances2013-01-01909
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01897
Total number of active participants reported on line 7a of the Form 55002012-01-01677
Number of retired or separated participants receiving benefits2012-01-0123
Number of other retired or separated participants entitled to future benefits2012-01-01193
Total of all active and inactive participants2012-01-01893
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-01898
Number of participants with account balances2012-01-01891
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01931
Total number of active participants reported on line 7a of the Form 55002011-01-01669
Number of retired or separated participants receiving benefits2011-01-0120
Number of other retired or separated participants entitled to future benefits2011-01-01201
Total of all active and inactive participants2011-01-01890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-017
Total participants2011-01-01897
Number of participants with account balances2011-01-01887
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2009: AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,094
Total number of active participants reported on line 7a of the Form 55002009-01-01724
Number of retired or separated participants receiving benefits2009-01-0125
Number of other retired or separated participants entitled to future benefits2009-01-01279
Total of all active and inactive participants2009-01-011,028
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-011,034
Number of participants with account balances2009-01-011,032
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0129

Financial Data on AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN

Measure Date Value
2022 : AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-20,876,623
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$13,722,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$13,666,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$13,575,131
Value of total assets at end of year2022-12-31$188,372,522
Value of total assets at beginning of year2022-12-31$222,972,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$56,250
Total interest from all sources2022-12-31$79,994
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,143,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,143,634
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$9,555,591
Participant contributions at end of year2022-12-31$2,025,597
Participant contributions at beginning of year2022-12-31$2,352,220
Other income not declared elsewhere2022-12-31$34,493
Administrative expenses (other) incurred2022-12-31$1,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-34,599,613
Value of net assets at end of year (total assets less liabilities)2022-12-31$188,372,522
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$222,972,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$49,961
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$183,292,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$216,623,100
Interest on participant loans2022-12-31$79,994
Value of interest in common/collective trusts at end of year2022-12-31$1,643,270
Value of interest in common/collective trusts at beginning of year2022-12-31$1,288,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-40,730,795
Net investment gain or loss from common/collective trusts2022-12-31$20,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,019,540
Employer contributions (assets) at end of year2022-12-31$1,411,386
Employer contributions (assets) at beginning of year2022-12-31$2,708,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$13,666,740
Contract administrator fees2022-12-31$4,975
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANTE MORAN PLLC
Accountancy firm EIN2022-12-31381357951
2021 : AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$40,114,909
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$17,249,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$17,190,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,612,309
Value of total assets at end of year2021-12-31$222,972,135
Value of total assets at beginning of year2021-12-31$200,107,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$59,320
Total interest from all sources2021-12-31$93,551
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$16,618,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$16,618,086
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,575,783
Participant contributions at end of year2021-12-31$2,352,220
Participant contributions at beginning of year2021-12-31$2,482,751
Other income not declared elsewhere2021-12-31$13,877
Administrative expenses (other) incurred2021-12-31$2,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$22,865,050
Value of net assets at end of year (total assets less liabilities)2021-12-31$222,972,135
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$200,107,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$51,461
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$216,623,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$193,237,423
Interest on participant loans2021-12-31$93,551
Value of interest in common/collective trusts at end of year2021-12-31$1,288,394
Value of interest in common/collective trusts at beginning of year2021-12-31$1,765,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,754,550
Net investment gain or loss from common/collective trusts2021-12-31$22,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,036,526
Employer contributions (assets) at end of year2021-12-31$2,708,421
Employer contributions (assets) at beginning of year2021-12-31$2,621,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$17,190,539
Contract administrator fees2021-12-31$5,672
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE MORAN PLLC
Accountancy firm EIN2021-12-31381357951
2020 : AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$37,754,739
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$15,730,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$15,682,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$12,375,596
Value of total assets at end of year2020-12-31$200,107,085
Value of total assets at beginning of year2020-12-31$178,082,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$48,099
Total interest from all sources2020-12-31$111,359
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,359,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$6,359,559
Administrative expenses professional fees incurred2020-12-31$6,200
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,515,771
Participant contributions at end of year2020-12-31$2,482,751
Participant contributions at beginning of year2020-12-31$2,671,119
Other income not declared elsewhere2020-12-31$31,556
Administrative expenses (other) incurred2020-12-31$4,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$22,024,593
Value of net assets at end of year (total assets less liabilities)2020-12-31$200,107,085
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$178,082,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$25,493
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$193,237,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$173,612,569
Interest on participant loans2020-12-31$111,359
Value of interest in common/collective trusts at end of year2020-12-31$1,765,213
Value of interest in common/collective trusts at beginning of year2020-12-31$1,738,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$18,843,569
Net investment gain or loss from common/collective trusts2020-12-31$33,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,859,825
Employer contributions (assets) at end of year2020-12-31$2,621,698
Employer contributions (assets) at beginning of year2020-12-31$60,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,682,047
Contract administrator fees2020-12-31$12,116
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PLANTE MORAN PLLC
Accountancy firm EIN2020-12-31381357951
2019 : AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$42,725,256
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$22,169,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,129,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,212,143
Value of total assets at end of year2019-12-31$178,082,492
Value of total assets at beginning of year2019-12-31$157,526,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$39,867
Total interest from all sources2019-12-31$119,786
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,293,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,293,434
Administrative expenses professional fees incurred2019-12-31$1,800
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$7,893,399
Participant contributions at end of year2019-12-31$2,671,119
Participant contributions at beginning of year2019-12-31$2,977,616
Other income not declared elsewhere2019-12-31$1,679
Administrative expenses (other) incurred2019-12-31$24,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$20,556,113
Value of net assets at end of year (total assets less liabilities)2019-12-31$178,082,492
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$157,526,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$173,612,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$151,269,309
Interest on participant loans2019-12-31$119,786
Value of interest in common/collective trusts at end of year2019-12-31$1,738,461
Value of interest in common/collective trusts at beginning of year2019-12-31$1,788,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$27,055,782
Net investment gain or loss from common/collective trusts2019-12-31$42,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,318,744
Employer contributions (assets) at end of year2019-12-31$60,343
Employer contributions (assets) at beginning of year2019-12-31$1,491,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$22,129,276
Contract administrator fees2019-12-31$13,293
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE MORAN PLLC
Accountancy firm EIN2019-12-31381357951
2018 : AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,173,928
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,592,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,577,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,520,854
Value of total assets at end of year2018-12-31$157,526,379
Value of total assets at beginning of year2018-12-31$163,945,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,182
Total interest from all sources2018-12-31$110,630
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,680,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$5,680,786
Administrative expenses professional fees incurred2018-12-31$5,350
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,802,251
Participant contributions at end of year2018-12-31$2,977,616
Participant contributions at beginning of year2018-12-31$2,925,167
Other income not declared elsewhere2018-12-31$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,418,951
Value of net assets at end of year (total assets less liabilities)2018-12-31$157,526,379
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$163,945,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$151,269,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$159,011,747
Interest on participant loans2018-12-31$110,630
Value of interest in common/collective trusts at end of year2018-12-31$1,788,276
Value of interest in common/collective trusts at beginning of year2018-12-31$1,234,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-13,167,638
Net investment gain or loss from common/collective trusts2018-12-31$28,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,718,603
Employer contributions (assets) at end of year2018-12-31$1,491,178
Employer contributions (assets) at beginning of year2018-12-31$773,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,577,697
Contract administrator fees2018-12-31$9,832
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE MORAN PLLC
Accountancy firm EIN2018-12-31381357951
2017 : AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$34,840,131
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,211,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,193,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,065,157
Value of total assets at end of year2017-12-31$163,945,330
Value of total assets at beginning of year2017-12-31$138,317,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,380
Total interest from all sources2017-12-31$97,936
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,301,479
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$4,301,479
Administrative expenses professional fees incurred2017-12-31$1,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$7,135,895
Participant contributions at end of year2017-12-31$2,925,167
Participant contributions at beginning of year2017-12-31$2,827,037
Other income not declared elsewhere2017-12-31$163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$25,628,245
Value of net assets at end of year (total assets less liabilities)2017-12-31$163,945,330
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$138,317,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$7,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$159,011,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$133,951,766
Interest on participant loans2017-12-31$97,936
Value of interest in common/collective trusts at end of year2017-12-31$1,234,808
Value of interest in common/collective trusts at beginning of year2017-12-31$262,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$20,358,235
Net investment gain or loss from common/collective trusts2017-12-31$17,161
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$2,929,262
Employer contributions (assets) at end of year2017-12-31$773,608
Employer contributions (assets) at beginning of year2017-12-31$1,275,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,193,506
Contract administrator fees2017-12-31$9,880
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE MORAN PLLC
Accountancy firm EIN2017-12-31381357951
2016 : AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$21,232,130
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$11,501,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,485,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,527,027
Value of total assets at end of year2016-12-31$138,317,085
Value of total assets at beginning of year2016-12-31$128,585,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,904
Total interest from all sources2016-12-31$88,508
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,628,636
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$3,628,636
Administrative expenses professional fees incurred2016-12-31$7,750
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$7,174,520
Participant contributions at end of year2016-12-31$2,827,037
Participant contributions at beginning of year2016-12-31$2,647,305
Other income not declared elsewhere2016-12-31$4,499
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$9,731,110
Value of net assets at end of year (total assets less liabilities)2016-12-31$138,317,085
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$128,585,975
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$133,951,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$123,865,731
Interest on participant loans2016-12-31$88,508
Value of interest in common/collective trusts at end of year2016-12-31$262,334
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,947,360
Net investment gain or loss from common/collective trusts2016-12-31$36,100
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$3,352,507
Employer contributions (assets) at end of year2016-12-31$1,275,948
Employer contributions (assets) at beginning of year2016-12-31$2,072,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,485,116
Contract administrator fees2016-12-31$8,154
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31PLANTE MORAN PLLC
Accountancy firm EIN2016-12-31381357951
2015 : AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$10,460,519
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$16,006,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$15,966,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,686,810
Value of total assets at end of year2015-12-31$128,585,975
Value of total assets at beginning of year2015-12-31$134,131,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$39,384
Total interest from all sources2015-12-31$74,941
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,120,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,120,990
Administrative expenses professional fees incurred2015-12-31$3,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,626,406
Participant contributions at end of year2015-12-31$2,647,305
Participant contributions at beginning of year2015-12-31$2,114,333
Administrative expenses (other) incurred2015-12-31$11,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,545,841
Value of net assets at end of year (total assets less liabilities)2015-12-31$128,585,975
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$134,131,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$123,865,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$130,159,582
Interest on participant loans2015-12-31$74,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,422,222
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$4,060,404
Employer contributions (assets) at end of year2015-12-31$2,072,939
Employer contributions (assets) at beginning of year2015-12-31$1,857,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$15,966,976
Contract administrator fees2015-12-31$9,665
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31PLANTE MORAN PLLC
Accountancy firm EIN2015-12-31381357951
2014 : AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$21,972,607
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$9,789,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,762,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$11,126,134
Value of total assets at end of year2014-12-31$134,131,816
Value of total assets at beginning of year2014-12-31$121,948,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$26,803
Total interest from all sources2014-12-31$75,226
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,734,867
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$3,734,867
Administrative expenses professional fees incurred2014-12-31$2,750
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,658,194
Participant contributions at end of year2014-12-31$2,114,333
Participant contributions at beginning of year2014-12-31$2,323,863
Other income not declared elsewhere2014-12-31$2,897
Administrative expenses (other) incurred2014-12-31$1,833
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$12,183,267
Value of net assets at end of year (total assets less liabilities)2014-12-31$134,131,816
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$121,948,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$130,159,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$118,356,067
Interest on participant loans2014-12-31$75,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$7,033,483
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$4,467,940
Employer contributions (assets) at end of year2014-12-31$1,857,901
Employer contributions (assets) at beginning of year2014-12-31$1,268,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,762,537
Contract administrator fees2014-12-31$7,220
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2014-12-31381357951
2013 : AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$27,649,398
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,101,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,025,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,018,742
Value of total assets at end of year2013-12-31$121,948,549
Value of total assets at beginning of year2013-12-31$100,400,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$75,883
Total interest from all sources2013-12-31$75,440
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,754,227
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$2,754,227
Administrative expenses professional fees incurred2013-12-31$1,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,306,117
Participant contributions at end of year2013-12-31$1,268,619
Participant contributions at beginning of year2013-12-31$936,698
Other income not declared elsewhere2013-12-31$45,192
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$21,547,741
Value of net assets at end of year (total assets less liabilities)2013-12-31$121,948,549
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$100,400,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$40,300
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$118,356,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$97,152,514
Interest on participant loans2013-12-31$75,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$16,755,797
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,712,625
Employer contributions (assets) at end of year2013-12-31$2,323,863
Employer contributions (assets) at beginning of year2013-12-31$2,311,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,025,774
Contract administrator fees2013-12-31$34,583
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 name2013-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2013-12-31381357951
2012 : AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS 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$17,529,679
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,461,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,382,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,504,710
Value of total assets at end of year2012-12-31$100,400,808
Value of total assets at beginning of year2012-12-31$89,332,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$78,396
Total interest from all sources2012-12-31$87,317
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,040,672
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$2,040,672
Administrative expenses professional fees incurred2012-12-31$9,250
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,024,787
Participant contributions at end of year2012-12-31$936,698
Participant contributions at beginning of year2012-12-31$2,936,092
Other income not declared elsewhere2012-12-31$21,825
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$11,068,630
Value of net assets at end of year (total assets less liabilities)2012-12-31$100,400,808
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$89,332,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$97,152,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$85,248,721
Interest on participant loans2012-12-31$87,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,875,155
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,479,923
Employer contributions (assets) at end of year2012-12-31$2,311,596
Employer contributions (assets) at beginning of year2012-12-31$1,147,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,382,653
Contract administrator fees2012-12-31$39,146
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 name2012-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2012-12-31381357951
2011 : AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$8,158,625
Total of all expenses incurred2011-12-31$7,923,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,849,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,562,828
Value of total assets at end of year2011-12-31$89,332,178
Value of total assets at beginning of year2011-12-31$89,096,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$74,059
Total interest from all sources2011-12-31$97,956
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,180,950
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$2,180,950
Administrative expenses professional fees incurred2011-12-31$10,500
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,818,842
Participant contributions at end of year2011-12-31$2,936,092
Participant contributions at beginning of year2011-12-31$2,566,682
Other income not declared elsewhere2011-12-31$-5,647
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$235,497
Value of net assets at end of year (total assets less liabilities)2011-12-31$89,332,178
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$89,096,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$22,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$85,248,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$85,325,657
Income. Interest from loans (other than to participants)2011-12-31$97,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,677,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,743,986
Employer contributions (assets) at end of year2011-12-31$1,147,365
Employer contributions (assets) at beginning of year2011-12-31$1,204,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,849,069
Contract administrator fees2011-12-31$41,059
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 name2011-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2011-12-31381357951
2010 : AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$16,783,004
Total of all expenses incurred2010-12-31$7,424,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,352,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,760,947
Value of total assets at end of year2010-12-31$89,096,681
Value of total assets at beginning of year2010-12-31$79,738,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$71,989
Total interest from all sources2010-12-31$94,465
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,646,266
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$1,646,266
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,356,673
Participant contributions at end of year2010-12-31$2,566,682
Participant contributions at beginning of year2010-12-31$2,170,968
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$573,786
Other income not declared elsewhere2010-12-31$5
Administrative expenses (other) incurred2010-12-31$71,989
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$9,358,438
Value of net assets at end of year (total assets less liabilities)2010-12-31$89,096,681
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$79,738,243
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$85,325,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$76,417,988
Interest on participant loans2010-12-31$94,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,281,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,830,488
Employer contributions (assets) at end of year2010-12-31$1,204,342
Employer contributions (assets) at beginning of year2010-12-31$1,149,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,352,577
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2010-12-31381357951

Form 5500 Responses for AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN

2022: AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS 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: AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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