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PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 401k Plan overview

Plan NamePHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN
Plan identification number 002

PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:PHARMACISTS MUTUAL INSURANCE COMPANY
Employer identification number (EIN):420223390
NAIC Classification:524150

Additional information about PHARMACISTS MUTUAL INSURANCE COMPANY

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1909-10-16
Company Identification Number: 069556
Legal Registered Office Address: 808 US HWY 18 W

ALGONA
United States of America (USA)
50511

More information about PHARMACISTS MUTUAL INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-02
0022017-01-02KEVIN BANWART CHAD CARTER2018-11-14
0022016-01-02KEVIN BANWART CHAD CARTER2017-11-14
0022015-01-02KEVIN BANWART KEVIN BANWART2016-11-14
0022014-01-02LILIA ALVARADO KEVIN BANWART2015-11-05
0022013-01-02LILIA RAY KEVIN BANWART2014-11-13
0022012-01-02LILIA RAY KEVIN BANWART2013-11-11
0022011-01-02ROBERT CHRISTIAN KEVIN BANWART2012-11-14
0022009-01-02KEVIN C BANWART KEVIN C BANWART2010-11-12

Plan Statistics for PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN

401k plan membership statisitcs for PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN

Measure Date Value
2022: PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01379
Total number of active participants reported on line 7a of the Form 55002022-01-01317
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0181
Total of all active and inactive participants2022-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01402
Number of participants with account balances2022-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0119
2021: PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01380
Total number of active participants reported on line 7a of the Form 55002021-01-01305
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0171
Total of all active and inactive participants2021-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01379
Number of participants with account balances2021-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0120
2020: PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01416
Total number of active participants reported on line 7a of the Form 55002020-01-01315
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0164
Total of all active and inactive participants2020-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01380
Number of participants with account balances2020-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0124
2019: PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01385
Total number of active participants reported on line 7a of the Form 55002019-01-01327
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0185
Total of all active and inactive participants2019-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01416
Number of participants with account balances2019-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0126
2018: PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-02365
Total number of active participants reported on line 7a of the Form 55002018-01-02322
Number of retired or separated participants receiving benefits2018-01-020
Number of other retired or separated participants entitled to future benefits2018-01-0262
Total of all active and inactive participants2018-01-02384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-021
Total participants2018-01-02385
Number of participants with account balances2018-01-02385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0223
2017: PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-02340
Total number of active participants reported on line 7a of the Form 55002017-01-02294
Number of retired or separated participants receiving benefits2017-01-021
Number of other retired or separated participants entitled to future benefits2017-01-0261
Total of all active and inactive participants2017-01-02356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-021
Total participants2017-01-02357
Number of participants with account balances2017-01-02354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0226
2016: PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-02334
Total number of active participants reported on line 7a of the Form 55002016-01-02286
Number of retired or separated participants receiving benefits2016-01-021
Number of other retired or separated participants entitled to future benefits2016-01-0250
Total of all active and inactive participants2016-01-02337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-021
Total participants2016-01-02338
Number of participants with account balances2016-01-02337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0219
2015: PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-02316
Total number of active participants reported on line 7a of the Form 55002015-01-02291
Number of retired or separated participants receiving benefits2015-01-021
Number of other retired or separated participants entitled to future benefits2015-01-0237
Total of all active and inactive participants2015-01-02329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-021
Total participants2015-01-02330
Number of participants with account balances2015-01-02328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0212
2014: PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-02310
Total number of active participants reported on line 7a of the Form 55002014-01-02285
Number of retired or separated participants receiving benefits2014-01-021
Number of other retired or separated participants entitled to future benefits2014-01-0227
Total of all active and inactive participants2014-01-02313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-020
Total participants2014-01-02313
Number of participants with account balances2014-01-02313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-020
2013: PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-02307
Total number of active participants reported on line 7a of the Form 55002013-01-02282
Number of retired or separated participants receiving benefits2013-01-021
Number of other retired or separated participants entitled to future benefits2013-01-0224
Total of all active and inactive participants2013-01-02307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-020
Total participants2013-01-02307
Number of participants with account balances2013-01-02301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-020
2012: PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-02310
Total number of active participants reported on line 7a of the Form 55002012-01-02281
Number of retired or separated participants receiving benefits2012-01-020
Number of other retired or separated participants entitled to future benefits2012-01-0224
Total of all active and inactive participants2012-01-02305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-020
Total participants2012-01-02305
Number of participants with account balances2012-01-02294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0211
2011: PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-02306
Total number of active participants reported on line 7a of the Form 55002011-01-02288
Number of retired or separated participants receiving benefits2011-01-020
Number of other retired or separated participants entitled to future benefits2011-01-0220
Total of all active and inactive participants2011-01-02308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-021
Total participants2011-01-02309
Number of participants with account balances2011-01-02299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-027
2009: PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-02302
Total number of active participants reported on line 7a of the Form 55002009-01-02285
Number of retired or separated participants receiving benefits2009-01-020
Number of other retired or separated participants entitled to future benefits2009-01-0242
Total of all active and inactive participants2009-01-02327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-020
Total participants2009-01-02327
Number of participants with account balances2009-01-02300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0217

Financial Data on PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN

Measure Date Value
2022 : PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$44
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,425
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,291,496
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,523,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,403,835
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,944,518
Value of total assets at end of year2022-12-31$44,022,228
Value of total assets at beginning of year2022-12-31$53,839,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$120,128
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$24,936
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,066,059
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$2,066,059
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$2,366,337
Participant contributions at end of year2022-12-31$603,105
Participant contributions at beginning of year2022-12-31$496,493
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$178,095
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$44
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,425
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$120,128
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-9,815,459
Value of net assets at end of year (total assets less liabilities)2022-12-31$44,022,184
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$53,837,643
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$39,418,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$48,894,891
Value of interest in pooled separate accounts at end of year2022-12-31$4,000,639
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,447,683
Interest on participant loans2022-12-31$24,936
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,327,009
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$1,400,086
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,403,835
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,425
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$11,350,773
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,829,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,689,559
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,549,871
Value of total assets at end of year2021-12-31$53,839,068
Value of total assets at beginning of year2021-12-31$52,316,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$140,189
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$28,626
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,405,464
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$3,405,464
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$2,356,559
Participant contributions at end of year2021-12-31$496,493
Participant contributions at beginning of year2021-12-31$606,908
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$836,090
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$8,376
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$140,189
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$1,521,025
Value of net assets at end of year (total assets less liabilities)2021-12-31$53,837,643
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$52,316,618
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$48,894,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$27,815,748
Value of interest in pooled separate accounts at end of year2021-12-31$4,447,683
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,043,058
Interest on participant loans2021-12-31$28,626
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$18,839,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,066
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,281,630
Net investment gain/loss from pooled separate accounts2021-12-31$92,328
Net investment gain or loss from common/collective trusts2021-12-31$1,992,854
Net gain/loss from 103.12 investment entities2021-12-31$0
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$1,357,222
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,689,559
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,847,482
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,297,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,167,560
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,987,751
Value of total assets at end of year2020-12-31$52,316,618
Value of total assets at beginning of year2020-12-31$47,766,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$129,481
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$33,181
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$860,276
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$860,276
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$2,379,985
Participant contributions at end of year2020-12-31$606,908
Participant contributions at beginning of year2020-12-31$564,089
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$224,212
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$8,376
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$6,462
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$129,481
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$4,550,441
Value of net assets at end of year (total assets less liabilities)2020-12-31$52,316,618
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$47,766,177
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$27,815,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,805,265
Value of interest in pooled separate accounts at end of year2020-12-31$5,043,058
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,264,453
Interest on participant loans2020-12-31$33,174
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$18,839,462
Value of interest in common/collective trusts at beginning of year2020-12-31$15,699,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,066
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,916
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$7
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,368,427
Net investment gain/loss from pooled separate accounts2020-12-31$98,718
Net investment gain or loss from common/collective trusts2020-12-31$2,499,129
Net gain/loss from 103.12 investment entities2020-12-31$0
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$1,383,554
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$424,292
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,167,560
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$13,235,055
Total income from all sources (including contributions)2019-12-31$13,235,055
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,996,920
Total of all expenses incurred2019-12-31$6,996,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,907,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,907,827
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,383,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,383,450
Value of total assets at end of year2019-12-31$47,766,177
Value of total assets at end of year2019-12-31$47,766,177
Value of total assets at beginning of year2019-12-31$41,528,042
Value of total assets at beginning of year2019-12-31$41,528,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$89,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$89,093
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$33,362
Total interest from all sources2019-12-31$33,362
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,322,586
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,322,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$1,322,586
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,322,586
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,279,875
Contributions received from participants2019-12-31$2,279,875
Participant contributions at end of year2019-12-31$564,089
Participant contributions at end of year2019-12-31$564,089
Participant contributions at beginning of year2019-12-31$540,896
Participant contributions at beginning of year2019-12-31$540,896
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$78,815
Participant contributions at beginning of year2019-12-31$78,815
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$323,860
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$323,860
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$6,462
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$6,462
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$89,093
Administrative expenses (other) incurred2019-12-31$89,093
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$11,608,468
Total non interest bearing cash at beginning of year2019-12-31$11,608,468
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
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
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$6,238,135
Value of net income/loss2019-12-31$6,238,135
Value of net assets at end of year (total assets less liabilities)2019-12-31$47,766,177
Value of net assets at end of year (total assets less liabilities)2019-12-31$47,766,177
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$41,528,042
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$41,528,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,805,265
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,805,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,238,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,238,946
Value of interest in pooled separate accounts at end of year2019-12-31$4,264,453
Value of interest in pooled separate accounts at end of year2019-12-31$4,264,453
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$33,349
Interest on participant loans2019-12-31$33,349
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$15,699,700
Value of interest in common/collective trusts at end of year2019-12-31$15,699,700
Value of interest in common/collective trusts at beginning of year2019-12-31$16,569,084
Value of interest in common/collective trusts at beginning of year2019-12-31$16,569,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$13
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$13
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,652,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,652,498
Net investment gain/loss from pooled separate accounts2019-12-31$90,300
Net investment gain/loss from pooled separate accounts2019-12-31$90,300
Net investment gain or loss from common/collective trusts2019-12-31$2,752,859
Net investment gain or loss from common/collective trusts2019-12-31$2,752,859
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$1,779,715
Contributions received in cash from employer2019-12-31$1,779,715
Employer contributions (assets) at end of year2019-12-31$424,292
Employer contributions (assets) at end of year2019-12-31$424,292
Employer contributions (assets) at beginning of year2019-12-31$491,833
Employer contributions (assets) at beginning of year2019-12-31$491,833
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,907,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,907,827
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Contract administrator fees2019-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$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
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,926,896
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,213,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,073,942
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,110,407
Value of total assets at end of year2018-12-31$41,528,042
Value of total assets at beginning of year2018-12-31$43,814,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$139,642
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$22,539
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$130,579
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$130,579
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$2,155,021
Participant contributions at end of year2018-12-31$540,896
Participant contributions at beginning of year2018-12-31$360,130
Participant contributions at end of year2018-12-31$78,815
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$150,625
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$1,505
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$11,608,468
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-2,286,688
Value of net assets at end of year (total assets less liabilities)2018-12-31$41,528,042
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$43,814,730
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,238,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,242,445
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$13,542,310
Interest on participant loans2018-12-31$22,539
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$16,569,084
Value of interest in common/collective trusts at beginning of year2018-12-31$17,159,449
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,017,021
Net investment gain/loss from pooled separate accounts2018-12-31$-465,444
Net investment gain or loss from common/collective trusts2018-12-31$-855,669
Net gain/loss from 103.12 investment entities2018-12-31$0
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$1,804,761
Employer contributions (assets) at end of year2018-12-31$491,833
Employer contributions (assets) at beginning of year2018-12-31$510,396
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,073,942
Contract administrator fees2018-12-31$139,642
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
Unrealized appreciation/depreciation of real estate assets2018-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-01-01$0
Total unrealized appreciation/depreciation of assets2018-01-01$0
Total transfer of assets to this plan2018-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-01$0
Total income from all sources (including contributions)2018-01-01$10,303,766
Total loss/gain on sale of assets2018-01-01$0
Total of all expenses incurred2018-01-01$4,461,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-01$4,331,276
Expenses. Certain deemed distributions of participant loans2018-01-01$0
Value of total corrective distributions2018-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-01$4,475,179
Value of total assets at end of year2018-01-01$43,814,730
Value of total assets at beginning of year2018-01-01$37,972,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-01$130,383
Total income from rents2018-01-01$0
Total interest from all sources2018-01-01$15,883
Total dividends received (eg from common stock, registered investment company shares)2018-01-01$135,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2018-01-01$135,767
Administrative expenses professional fees incurred2018-01-01$0
Was this plan covered by a fidelity bond2018-01-01Yes
Value of fidelity bond cover2018-01-01$5,000,000
If this is an individual account plan, was there a blackout period2018-01-01No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-01-01$0
Were there any nonexempt tranactions with any party-in-interest2018-01-01No
Amount of non-exempt transactions with any party-in-interest2018-01-01$0
Contributions received from participants2018-01-01$1,950,459
Participant contributions at end of year2018-01-01$360,130
Participant contributions at beginning of year2018-01-01$370,324
Participant contributions at end of year2018-01-01$0
Participant contributions at beginning of year2018-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2018-01-01$753,159
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-01-01$0
Other income not declared elsewhere2018-01-01$0
Administrative expenses (other) incurred2018-01-01$0
Liabilities. Value of operating payables at beginning of year2018-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-01No
Value of net income/loss2018-01-01$5,842,107
Value of net assets at end of year (total assets less liabilities)2018-01-01$43,814,730
Value of net assets at beginning of year (total assets less liabilities)2018-01-01$37,972,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-01No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-01-01$0
Were any leases to which the plan was party in default or uncollectible2018-01-01No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-01-01$0
Investment advisory and management fees2018-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-01-01$12,242,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-01-01$10,454,234
Value of interest in pooled separate accounts at end of year2018-01-01$13,542,310
Value of interest in pooled separate accounts at beginning of year2018-01-01$11,698,242
Interest on participant loans2018-01-01$15,883
Income. Interest from loans (other than to participants)2018-01-01$0
Interest earned on other investments2018-01-01$0
Income. Interest from US Government securities2018-01-01$0
Income. Interest from corporate debt instruments2018-01-01$0
Value of interest in common/collective trusts at end of year2018-01-01$17,159,449
Value of interest in common/collective trusts at beginning of year2018-01-01$14,988,864
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-01-01$2,284,780
Net investment gain/loss from pooled separate accounts2018-01-01$1,808,068
Net investment gain or loss from common/collective trusts2018-01-01$1,584,089
Net gain/loss from 103.12 investment entities2018-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-01No
Was there a failure to transmit to the plan any participant contributions2018-01-01No
Has the plan failed to provide any benefit when due under the plan2018-01-01No
Contributions received in cash from employer2018-01-01$1,771,561
Employer contributions (assets) at end of year2018-01-01$510,396
Employer contributions (assets) at beginning of year2018-01-01$460,959
Income. Dividends from preferred stock2018-01-01$0
Income. Dividends from common stock2018-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-01$4,331,276
Contract administrator fees2018-01-01$130,383
Liabilities. Value of benefit claims payable at beginning of year2018-01-01$0
Did the plan have assets held for investment2018-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-01No
Aggregate proceeds on sale of assets2018-01-01$0
Aggregate carrying amount (costs) on sale of assets2018-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-01-01$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-01Yes
Opinion of an independent qualified public accountant for this plan2018-01-01Disclaimer
Accountancy firm name2018-01-01BKD, LLP
Accountancy firm EIN2018-01-01440160260
2017 : PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-01-01$0
Total unrealized appreciation/depreciation of assets2017-01-01$0
Total transfer of assets to this plan2017-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-01$0
Total income from all sources (including contributions)2017-01-01$6,336,487
Total loss/gain on sale of assets2017-01-01$0
Total of all expenses incurred2017-01-01$3,947,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-01$3,916,061
Expenses. Certain deemed distributions of participant loans2017-01-01$0
Value of total corrective distributions2017-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-01-01$3,702,379
Value of total assets at end of year2017-01-01$37,972,623
Value of total assets at beginning of year2017-01-01$35,583,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-01-01$31,158
Total income from rents2017-01-01$0
Total interest from all sources2017-01-01$16,581
Total dividends received (eg from common stock, registered investment company shares)2017-01-01$112,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2017-01-01$112,401
Administrative expenses professional fees incurred2017-01-01$0
Was this plan covered by a fidelity bond2017-01-01Yes
Value of fidelity bond cover2017-01-01$1,000,000
If this is an individual account plan, was there a blackout period2017-01-01No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-01-01$0
Were there any nonexempt tranactions with any party-in-interest2017-01-01No
Amount of non-exempt transactions with any party-in-interest2017-01-01$0
Contributions received from participants2017-01-01$1,771,029
Participant contributions at end of year2017-01-01$370,324
Participant contributions at beginning of year2017-01-01$375,242
Participant contributions at end of year2017-01-01$0
Participant contributions at beginning of year2017-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2017-01-01$313,640
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-01-01$0
Other income not declared elsewhere2017-01-01$0
Administrative expenses (other) incurred2017-01-01$0
Liabilities. Value of operating payables at beginning of year2017-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-01No
Value of net income/loss2017-01-01$2,389,268
Value of net assets at end of year (total assets less liabilities)2017-01-01$37,972,623
Value of net assets at beginning of year (total assets less liabilities)2017-01-01$35,583,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2017-01-01No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-01-01$0
Were any leases to which the plan was party in default or uncollectible2017-01-01No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-01-01$0
Investment advisory and management fees2017-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-01-01$10,454,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-01-01$10,254,294
Value of interest in pooled separate accounts at end of year2017-01-01$11,698,242
Value of interest in pooled separate accounts at beginning of year2017-01-01$19,756,353
Interest on participant loans2017-01-01$16,581
Income. Interest from loans (other than to participants)2017-01-01$0
Interest earned on other investments2017-01-01$0
Income. Interest from US Government securities2017-01-01$0
Income. Interest from corporate debt instruments2017-01-01$0
Value of interest in common/collective trusts at end of year2017-01-01$14,988,864
Value of interest in common/collective trusts at beginning of year2017-01-01$4,733,341
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-01-01$589,642
Net investment gain/loss from pooled separate accounts2017-01-01$1,786,369
Net investment gain or loss from common/collective trusts2017-01-01$129,115
Net gain/loss from 103.12 investment entities2017-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-01-01No
Was there a failure to transmit to the plan any participant contributions2017-01-01No
Has the plan failed to provide any benefit when due under the plan2017-01-01No
Contributions received in cash from employer2017-01-01$1,617,710
Employer contributions (assets) at end of year2017-01-01$460,959
Employer contributions (assets) at beginning of year2017-01-01$464,125
Income. Dividends from preferred stock2017-01-01$0
Income. Dividends from common stock2017-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-01-01$3,916,061
Contract administrator fees2017-01-01$31,158
Liabilities. Value of benefit claims payable at beginning of year2017-01-01$0
Did the plan have assets held for investment2017-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-01-01No
Aggregate proceeds on sale of assets2017-01-01$0
Aggregate carrying amount (costs) on sale of assets2017-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-01-01$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-01-01Yes
Opinion of an independent qualified public accountant for this plan2017-01-01Disclaimer
Accountancy firm name2017-01-01BKD, LLP
Accountancy firm EIN2017-01-01440160260
2016 : PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-01-01$0
Total unrealized appreciation/depreciation of assets2016-01-01$0
Total transfer of assets to this plan2016-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-01$0
Total income from all sources (including contributions)2016-01-01$3,501,835
Total loss/gain on sale of assets2016-01-01$0
Total of all expenses incurred2016-01-01$3,790,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-01-01$3,785,453
Expenses. Certain deemed distributions of participant loans2016-01-01$0
Value of total corrective distributions2016-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-01-01$3,344,062
Value of total assets at end of year2016-01-01$35,583,355
Value of total assets at beginning of year2016-01-01$35,872,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-01-01$5,303
Total income from rents2016-01-01$0
Total interest from all sources2016-01-01$14,580
Total dividends received (eg from common stock, registered investment company shares)2016-01-01$117,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2016-01-01$117,277
Administrative expenses professional fees incurred2016-01-01$0
Was this plan covered by a fidelity bond2016-01-01Yes
Value of fidelity bond cover2016-01-01$1,000,000
If this is an individual account plan, was there a blackout period2016-01-01No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-01-01$0
Were there any nonexempt tranactions with any party-in-interest2016-01-01No
Amount of non-exempt transactions with any party-in-interest2016-01-01$0
Contributions received from participants2016-01-01$1,738,072
Participant contributions at end of year2016-01-01$375,242
Participant contributions at beginning of year2016-01-01$324,701
Participant contributions at end of year2016-01-01$0
Participant contributions at beginning of year2016-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2016-01-01$24,706
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-01-01$0
Other income not declared elsewhere2016-01-01$0
Administrative expenses (other) incurred2016-01-01$0
Liabilities. Value of operating payables at beginning of year2016-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-01No
Value of net income/loss2016-01-01$-288,921
Value of net assets at end of year (total assets less liabilities)2016-01-01$35,583,355
Value of net assets at beginning of year (total assets less liabilities)2016-01-01$35,872,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2016-01-01No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-01-01$0
Were any leases to which the plan was party in default or uncollectible2016-01-01No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-01-01$0
Investment advisory and management fees2016-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-01-01$10,254,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-01-01$11,888,020
Value of interest in pooled separate accounts at end of year2016-01-01$19,756,353
Value of interest in pooled separate accounts at beginning of year2016-01-01$17,595,249
Interest on participant loans2016-01-01$14,580
Income. Interest from loans (other than to participants)2016-01-01$0
Interest earned on other investments2016-01-01$0
Income. Interest from US Government securities2016-01-01$0
Income. Interest from corporate debt instruments2016-01-01$0
Value of interest in common/collective trusts at end of year2016-01-01$4,733,341
Value of interest in common/collective trusts at beginning of year2016-01-01$5,323,003
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-01-01$-26,559
Net investment gain/loss from pooled separate accounts2016-01-01$46,352
Net investment gain or loss from common/collective trusts2016-01-01$6,123
Net gain/loss from 103.12 investment entities2016-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-01-01No
Was there a failure to transmit to the plan any participant contributions2016-01-01No
Has the plan failed to provide any benefit when due under the plan2016-01-01No
Contributions received in cash from employer2016-01-01$1,581,284
Employer contributions (assets) at end of year2016-01-01$464,125
Employer contributions (assets) at beginning of year2016-01-01$741,303
Income. Dividends from preferred stock2016-01-01$0
Income. Dividends from common stock2016-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-01-01$3,785,453
Contract administrator fees2016-01-01$5,303
Liabilities. Value of benefit claims payable at beginning of year2016-01-01$0
Did the plan have assets held for investment2016-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-01-01No
Aggregate proceeds on sale of assets2016-01-01$0
Aggregate carrying amount (costs) on sale of assets2016-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-01-01$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-01-01Yes
Opinion of an independent qualified public accountant for this plan2016-01-01Disclaimer
Accountancy firm name2016-01-01BKD, LLP
Accountancy firm EIN2016-01-01440160260
2015 : PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-01-01$0
Total unrealized appreciation/depreciation of assets2015-01-01$0
Total transfer of assets to this plan2015-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-01$0
Total income from all sources (including contributions)2015-01-01$5,792,340
Total loss/gain on sale of assets2015-01-01$0
Total of all expenses incurred2015-01-01$1,268,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-01-01$1,263,609
Expenses. Certain deemed distributions of participant loans2015-01-01$0
Value of total corrective distributions2015-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-01-01$3,840,366
Value of total assets at end of year2015-01-01$35,872,276
Value of total assets at beginning of year2015-01-01$31,348,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-01-01$4,616
Total income from rents2015-01-01$0
Total interest from all sources2015-01-01$16,901
Total dividends received (eg from common stock, registered investment company shares)2015-01-01$120,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2015-01-01$120,479
Administrative expenses professional fees incurred2015-01-01$0
Was this plan covered by a fidelity bond2015-01-01Yes
Value of fidelity bond cover2015-01-01$1,000,000
If this is an individual account plan, was there a blackout period2015-01-01No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-01-01$0
Were there any nonexempt tranactions with any party-in-interest2015-01-01No
Amount of non-exempt transactions with any party-in-interest2015-01-01$0
Contributions received from participants2015-01-01$1,559,515
Participant contributions at end of year2015-01-01$324,701
Participant contributions at beginning of year2015-01-01$453,675
Participant contributions at end of year2015-01-01$0
Participant contributions at beginning of year2015-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2015-01-01$754,919
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-01-01$1,023
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-01-01$0
Other income not declared elsewhere2015-01-01$165
Administrative expenses (other) incurred2015-01-01$0
Liabilities. Value of operating payables at beginning of year2015-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-01No
Value of net income/loss2015-01-01$4,524,115
Value of net assets at end of year (total assets less liabilities)2015-01-01$35,872,276
Value of net assets at beginning of year (total assets less liabilities)2015-01-01$31,348,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2015-01-01No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-01-01$0
Were any leases to which the plan was party in default or uncollectible2015-01-01No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-01-01$0
Investment advisory and management fees2015-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-01-01$11,888,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-01-01$11,298,767
Value of interest in pooled separate accounts at end of year2015-01-01$17,595,249
Value of interest in pooled separate accounts at beginning of year2015-01-01$14,919,055
Interest on participant loans2015-01-01$16,901
Income. Interest from loans (other than to participants)2015-01-01$0
Interest earned on other investments2015-01-01$0
Income. Interest from US Government securities2015-01-01$0
Income. Interest from corporate debt instruments2015-01-01$0
Value of interest in common/collective trusts at end of year2015-01-01$5,323,003
Value of interest in common/collective trusts at beginning of year2015-01-01$3,759,757
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-01-01$377,851
Net investment gain/loss from pooled separate accounts2015-01-01$1,365,575
Net investment gain or loss from common/collective trusts2015-01-01$71,003
Net gain/loss from 103.12 investment entities2015-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-01-01No
Was there a failure to transmit to the plan any participant contributions2015-01-01No
Has the plan failed to provide any benefit when due under the plan2015-01-01No
Contributions received in cash from employer2015-01-01$1,525,932
Employer contributions (assets) at end of year2015-01-01$741,303
Employer contributions (assets) at beginning of year2015-01-01$916,907
Income. Dividends from preferred stock2015-01-01$0
Income. Dividends from common stock2015-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-01-01$1,262,586
Contract administrator fees2015-01-01$4,616
Liabilities. Value of benefit claims payable at beginning of year2015-01-01$0
Did the plan have assets held for investment2015-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-01-01No
Aggregate proceeds on sale of assets2015-01-01$0
Aggregate carrying amount (costs) on sale of assets2015-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-01-01$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-01-01Yes
Opinion of an independent qualified public accountant for this plan2015-01-01Disclaimer
Accountancy firm name2015-01-01JOHNSON LAMBERT LLP
Accountancy firm EIN2015-01-01521446779
2014 : PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-01-01$0
Total unrealized appreciation/depreciation of assets2014-01-01$0
Total transfer of assets to this plan2014-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-01$0
Total income from all sources (including contributions)2014-01-01$7,818,074
Total loss/gain on sale of assets2014-01-01$0
Total of all expenses incurred2014-01-01$1,967,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-01$1,962,333
Expenses. Certain deemed distributions of participant loans2014-01-01$0
Value of total corrective distributions2014-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-01$2,935,107
Value of total assets at end of year2014-01-01$31,348,161
Value of total assets at beginning of year2014-01-01$25,497,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-01-01$4,933
Total income from rents2014-01-01$0
Total interest from all sources2014-01-01$16,462
Total dividends received (eg from common stock, registered investment company shares)2014-01-01$111,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2014-01-01$111,922
Administrative expenses professional fees incurred2014-01-01$0
Was this plan covered by a fidelity bond2014-01-01Yes
Value of fidelity bond cover2014-01-01$1,000,000
If this is an individual account plan, was there a blackout period2014-01-01No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-01-01$0
Were there any nonexempt tranactions with any party-in-interest2014-01-01No
Amount of non-exempt transactions with any party-in-interest2014-01-01$0
Contributions received from participants2014-01-01$1,391,374
Participant contributions at end of year2014-01-01$453,675
Participant contributions at beginning of year2014-01-01$391,347
Participant contributions at end of year2014-01-01$0
Participant contributions at beginning of year2014-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2014-01-01$203,559
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-01-01$0
Other income not declared elsewhere2014-01-01$0
Administrative expenses (other) incurred2014-01-01$0
Liabilities. Value of operating payables at beginning of year2014-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-01No
Value of net income/loss2014-01-01$5,850,808
Value of net assets at end of year (total assets less liabilities)2014-01-01$31,348,161
Value of net assets at beginning of year (total assets less liabilities)2014-01-01$25,497,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-01No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-01-01$0
Were any leases to which the plan was party in default or uncollectible2014-01-01No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-01-01$0
Investment advisory and management fees2014-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-01-01$11,298,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-01-01$8,886,114
Value of interest in pooled separate accounts at end of year2014-01-01$14,919,055
Value of interest in pooled separate accounts at beginning of year2014-01-01$11,290,335
Interest on participant loans2014-01-01$16,462
Income. Interest from loans (other than to participants)2014-01-01$0
Interest earned on other investments2014-01-01$0
Income. Interest from US Government securities2014-01-01$0
Income. Interest from corporate debt instruments2014-01-01$0
Value of interest in common/collective trusts at end of year2014-01-01$3,759,757
Value of interest in common/collective trusts at beginning of year2014-01-01$3,982,283
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-01-01$2,109,509
Net investment gain/loss from pooled separate accounts2014-01-01$2,681,897
Net investment gain or loss from common/collective trusts2014-01-01$-36,823
Net gain/loss from 103.12 investment entities2014-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-01No
Was there a failure to transmit to the plan any participant contributions2014-01-01No
Has the plan failed to provide any benefit when due under the plan2014-01-01No
Contributions received in cash from employer2014-01-01$1,340,174
Employer contributions (assets) at end of year2014-01-01$916,907
Employer contributions (assets) at beginning of year2014-01-01$947,274
Income. Dividends from preferred stock2014-01-01$0
Income. Dividends from common stock2014-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-01$1,962,333
Contract administrator fees2014-01-01$4,933
Liabilities. Value of benefit claims payable at beginning of year2014-01-01$0
Did the plan have assets held for investment2014-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-01No
Aggregate proceeds on sale of assets2014-01-01$0
Aggregate carrying amount (costs) on sale of assets2014-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-01-01$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-01Yes
Opinion of an independent qualified public accountant for this plan2014-01-01Disclaimer
Accountancy firm name2014-01-01JOHNSON LAMBERT LLP
Accountancy firm EIN2014-01-01521446779
2013 : PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-01-01$0
Total unrealized appreciation/depreciation of assets2013-01-01$0
Total transfer of assets to this plan2013-01-01$0
Total transfer of assets from this plan2013-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-01$0
Expenses. Interest paid2013-01-01$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-01-01$0
Total income from all sources (including contributions)2013-01-01$5,384,713
Total loss/gain on sale of assets2013-01-01$0
Total of all expenses incurred2013-01-01$2,648,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-01$2,645,286
Expenses. Certain deemed distributions of participant loans2013-01-01$0
Value of total corrective distributions2013-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-01$2,665,984
Value of total assets at end of year2013-01-01$25,497,353
Value of total assets at beginning of year2013-01-01$22,760,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-01-01$2,827
Total income from rents2013-01-01$0
Total interest from all sources2013-01-01$17,435
Total dividends received (eg from common stock, registered investment company shares)2013-01-01$110,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2013-01-01$110,805
Administrative expenses professional fees incurred2013-01-01$0
Was this plan covered by a fidelity bond2013-01-01Yes
Value of fidelity bond cover2013-01-01$1,000,000
If this is an individual account plan, was there a blackout period2013-01-01No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-01-01$0
Were there any nonexempt tranactions with any party-in-interest2013-01-01No
Amount of non-exempt transactions with any party-in-interest2013-01-01$0
Contributions received from participants2013-01-01$1,303,292
Participant contributions at end of year2013-01-01$391,347
Participant contributions at beginning of year2013-01-01$462,707
Participant contributions at end of year2013-01-01$0
Participant contributions at beginning of year2013-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2013-01-01$175,533
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-01-01$0
Other income not declared elsewhere2013-01-01$4,789
Administrative expenses (other) incurred2013-01-01$0
Liabilities. Value of operating payables at beginning of year2013-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-01No
Income. Non cash contributions2013-01-01$0
Value of net income/loss2013-01-01$2,736,600
Value of net assets at end of year (total assets less liabilities)2013-01-01$25,497,353
Value of net assets at beginning of year (total assets less liabilities)2013-01-01$22,760,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-01No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-01-01$0
Were any leases to which the plan was party in default or uncollectible2013-01-01No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-01-01$0
Investment advisory and management fees2013-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-01-01$8,886,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-01-01$8,171,441
Value of interest in pooled separate accounts at end of year2013-01-01$11,290,335
Value of interest in pooled separate accounts at beginning of year2013-01-01$9,749,206
Interest on participant loans2013-01-01$17,435
Income. Interest from loans (other than to participants)2013-01-01$0
Interest earned on other investments2013-01-01$0
Income. Interest from US Government securities2013-01-01$0
Income. Interest from corporate debt instruments2013-01-01$0
Value of interest in common/collective trusts at end of year2013-01-01$3,982,283
Value of interest in common/collective trusts at beginning of year2013-01-01$3,704,757
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-01-01$1,065,804
Net investment gain/loss from pooled separate accounts2013-01-01$1,377,978
Net investment gain or loss from common/collective trusts2013-01-01$141,918
Net gain/loss from 103.12 investment entities2013-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-01No
Was there a failure to transmit to the plan any participant contributions2013-01-01No
Has the plan failed to provide any benefit when due under the plan2013-01-01No
Contributions received in cash from employer2013-01-01$1,187,159
Employer contributions (assets) at end of year2013-01-01$947,274
Employer contributions (assets) at beginning of year2013-01-01$672,642
Income. Dividends from preferred stock2013-01-01$0
Income. Dividends from common stock2013-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-01$2,645,286
Contract administrator fees2013-01-01$2,827
Liabilities. Value of benefit claims payable at beginning of year2013-01-01$0
Did the plan have assets held for investment2013-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-01No
Aggregate proceeds on sale of assets2013-01-01$0
Aggregate carrying amount (costs) on sale of assets2013-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-01-01$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-01Yes
Opinion of an independent qualified public accountant for this plan2013-01-01Disclaimer
Accountancy firm name2013-01-01JOHNSON LAMBERT LLP
Accountancy firm EIN2013-01-01521446779
2012 : PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-01-01$0
Total unrealized appreciation/depreciation of assets2012-01-01$0
Total transfer of assets to this plan2012-01-01$1,637,670
Total transfer of assets from this plan2012-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-01$0
Expenses. Interest paid2012-01-01$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-01-01$0
Total income from all sources (including contributions)2012-01-01$1,880,724
Total loss/gain on sale of assets2012-01-01$0
Total of all expenses incurred2012-01-01$1,453,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-01$1,446,423
Expenses. Certain deemed distributions of participant loans2012-01-01$0
Value of total corrective distributions2012-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-01$2,313,318
Value of total assets at end of year2012-01-01$22,760,753
Value of total assets at beginning of year2012-01-01$20,696,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-01-01$7,490
Total income from rents2012-01-01$0
Total interest from all sources2012-01-01$16,387
Total dividends received (eg from common stock, registered investment company shares)2012-01-01$154,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2012-01-01$154,660
Administrative expenses professional fees incurred2012-01-01$0
Was this plan covered by a fidelity bond2012-01-01Yes
Value of fidelity bond cover2012-01-01$1,000,000
If this is an individual account plan, was there a blackout period2012-01-01No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-01-01$0
Were there any nonexempt tranactions with any party-in-interest2012-01-01No
Amount of non-exempt transactions with any party-in-interest2012-01-01$0
Contributions received from participants2012-01-01$1,331,801
Participant contributions at end of year2012-01-01$462,707
Participant contributions at beginning of year2012-01-01$338,561
Participant contributions at end of year2012-01-01$0
Participant contributions at beginning of year2012-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2012-01-01$64,712
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-01-01$0
Other income not declared elsewhere2012-01-01$111
Administrative expenses (other) incurred2012-01-01$0
Liabilities. Value of operating payables at beginning of year2012-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-01No
Income. Non cash contributions2012-01-01$0
Value of net income/loss2012-01-01$426,811
Value of net assets at end of year (total assets less liabilities)2012-01-01$22,760,753
Value of net assets at beginning of year (total assets less liabilities)2012-01-01$20,696,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-01No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-01-01$0
Were any leases to which the plan was party in default or uncollectible2012-01-01No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-01-01$0
Investment advisory and management fees2012-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-01-01$8,171,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-01-01$7,762,611
Value of interest in pooled separate accounts at end of year2012-01-01$9,749,206
Value of interest in pooled separate accounts at beginning of year2012-01-01$8,758,279
Interest on participant loans2012-01-01$16,387
Income. Interest from loans (other than to participants)2012-01-01$0
Interest earned on other investments2012-01-01$0
Income. Interest from US Government securities2012-01-01$0
Income. Interest from corporate debt instruments2012-01-01$0
Value of interest in common/collective trusts at end of year2012-01-01$3,704,757
Value of interest in common/collective trusts at beginning of year2012-01-01$3,075,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-01-01$-848,183
Net investment gain/loss from pooled separate accounts2012-01-01$161,614
Net investment gain or loss from common/collective trusts2012-01-01$82,817
Net gain/loss from 103.12 investment entities2012-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-01No
Was there a failure to transmit to the plan any participant contributions2012-01-01No
Has the plan failed to provide any benefit when due under the plan2012-01-01No
Contributions received in cash from employer2012-01-01$916,805
Employer contributions (assets) at end of year2012-01-01$672,642
Employer contributions (assets) at beginning of year2012-01-01$761,024
Income. Dividends from preferred stock2012-01-01$0
Income. Dividends from common stock2012-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-01$1,446,423
Contract administrator fees2012-01-01$7,490
Liabilities. Value of benefit claims payable at beginning of year2012-01-01$0
Did the plan have assets held for investment2012-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-01No
Aggregate proceeds on sale of assets2012-01-01$0
Aggregate carrying amount (costs) on sale of assets2012-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-01-01$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-01Yes
Opinion of an independent qualified public accountant for this plan2012-01-01Disclaimer
Accountancy firm name2012-01-01JOHNSON LAMBERT, LLP
Accountancy firm EIN2012-01-01521446779
2011 : PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-01-01$0
Total unrealized appreciation/depreciation of assets2011-01-01$0
Total transfer of assets to this plan2011-01-01$0
Total transfer of assets from this plan2011-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-01$0
Expenses. Interest paid2011-01-01$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-01-01$0
Total income from all sources (including contributions)2011-01-01$4,668,979
Total loss/gain on sale of assets2011-01-01$0
Total of all expenses incurred2011-01-01$1,014,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-01$1,010,847
Expenses. Certain deemed distributions of participant loans2011-01-01$0
Value of total corrective distributions2011-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-01$2,362,982
Value of total assets at end of year2011-01-01$20,696,272
Value of total assets at beginning of year2011-01-01$17,042,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-01$3,991
Total income from rents2011-01-01$0
Total interest from all sources2011-01-01$14,170
Total dividends received (eg from common stock, registered investment company shares)2011-01-01$62,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2011-01-01$62,168
Administrative expenses professional fees incurred2011-01-01$0
Was this plan covered by a fidelity bond2011-01-01Yes
Value of fidelity bond cover2011-01-01$1,000,000
If this is an individual account plan, was there a blackout period2011-01-01No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-01-01$0
Were there any nonexempt tranactions with any party-in-interest2011-01-01No
Amount of non-exempt transactions with any party-in-interest2011-01-01$0
Contributions received from participants2011-01-01$1,324,911
Participant contributions at end of year2011-01-01$338,561
Participant contributions at beginning of year2011-01-01$249,793
Participant contributions at end of year2011-01-01$0
Participant contributions at beginning of year2011-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2011-01-01$39,108
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-01-01$0
Other income not declared elsewhere2011-01-01$1,244
Administrative expenses (other) incurred2011-01-01$0
Liabilities. Value of operating payables at beginning of year2011-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-01No
Income. Non cash contributions2011-01-01$0
Value of net income/loss2011-01-01$3,654,141
Value of net assets at end of year (total assets less liabilities)2011-01-01$20,696,272
Value of net assets at beginning of year (total assets less liabilities)2011-01-01$17,042,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-01No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-01-01$0
Were any leases to which the plan was party in default or uncollectible2011-01-01No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-01-01$0
Investment advisory and management fees2011-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-01-01$7,762,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-01-01$4,729,203
Value of interest in pooled separate accounts at end of year2011-01-01$8,758,279
Value of interest in pooled separate accounts at beginning of year2011-01-01$8,383,397
Interest on participant loans2011-01-01$14,170
Income. Interest from loans (other than to participants)2011-01-01$0
Interest earned on other investments2011-01-01$0
Income. Interest from US Government securities2011-01-01$0
Income. Interest from corporate debt instruments2011-01-01$0
Value of interest in common/collective trusts at end of year2011-01-01$3,075,797
Value of interest in common/collective trusts at beginning of year2011-01-01$2,946,505
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-01-01$691,727
Net investment gain/loss from pooled separate accounts2011-01-01$1,432,074
Net investment gain or loss from common/collective trusts2011-01-01$104,614
Net gain/loss from 103.12 investment entities2011-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-01No
Was there a failure to transmit to the plan any participant contributions2011-01-01No
Has the plan failed to provide any benefit when due under the plan2011-01-01No
Contributions received in cash from employer2011-01-01$998,963
Employer contributions (assets) at end of year2011-01-01$761,024
Employer contributions (assets) at beginning of year2011-01-01$733,233
Income. Dividends from preferred stock2011-01-01$0
Income. Dividends from common stock2011-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-01$1,010,847
Contract administrator fees2011-01-01$3,991
Liabilities. Value of benefit claims payable at beginning of year2011-01-01$0
Did the plan have assets held for investment2011-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-01No
Aggregate proceeds on sale of assets2011-01-01$0
Aggregate carrying amount (costs) on sale of assets2011-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-01-01$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-01Yes
Opinion of an independent qualified public accountant for this plan2011-01-01Disclaimer
Accountancy firm name2011-01-01LARRY PUMP, CPA
Accountancy firm EIN2011-01-01261660769
2010 : PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-01-01$0

Form 5500 Responses for PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN

2022: PHARMACISTS MUTUAL INSURANCE CO. SALARY 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PHARMACISTS MUTUAL INSURANCE CO. SALARY 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PHARMACISTS MUTUAL INSURANCE CO. SALARY 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PHARMACISTS MUTUAL INSURANCE CO. SALARY 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2018 form 5500 responses
2018-01-02Type of plan entitySingle employer plan
2018-01-02This submission is the final filingNo
2018-01-02This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-02Plan is a collectively bargained planNo
2018-01-02Plan funding arrangement – InsuranceYes
2018-01-02Plan funding arrangement – TrustYes
2018-01-02Plan benefit arrangement – InsuranceYes
2018-01-02Plan benefit arrangement - TrustYes
2017: PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2017 form 5500 responses
2017-01-02Type of plan entitySingle employer plan
2017-01-02This submission is the final filingNo
2017-01-02This return/report is a short plan year return/report (less than 12 months)No
2017-01-02Plan is a collectively bargained planNo
2017-01-02Plan funding arrangement – InsuranceYes
2017-01-02Plan funding arrangement – TrustYes
2017-01-02Plan benefit arrangement – InsuranceYes
2017-01-02Plan benefit arrangement - TrustYes
2016: PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2016 form 5500 responses
2016-01-02Type of plan entitySingle employer plan
2016-01-02This submission is the final filingNo
2016-01-02This return/report is a short plan year return/report (less than 12 months)No
2016-01-02Plan is a collectively bargained planNo
2016-01-02Plan funding arrangement – InsuranceYes
2016-01-02Plan funding arrangement – TrustYes
2016-01-02Plan benefit arrangement – InsuranceYes
2016-01-02Plan benefit arrangement - TrustYes
2015: PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2015 form 5500 responses
2015-01-02Type of plan entitySingle employer plan
2015-01-02This submission is the final filingNo
2015-01-02This return/report is a short plan year return/report (less than 12 months)No
2015-01-02Plan is a collectively bargained planNo
2015-01-02Plan funding arrangement – InsuranceYes
2015-01-02Plan funding arrangement – TrustYes
2015-01-02Plan benefit arrangement – InsuranceYes
2015-01-02Plan benefit arrangement - TrustYes
2014: PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2014 form 5500 responses
2014-01-02Type of plan entitySingle employer plan
2014-01-02This submission is the final filingNo
2014-01-02This return/report is a short plan year return/report (less than 12 months)No
2014-01-02Plan is a collectively bargained planNo
2014-01-02Plan funding arrangement – InsuranceYes
2014-01-02Plan funding arrangement – TrustYes
2014-01-02Plan benefit arrangement – InsuranceYes
2014-01-02Plan benefit arrangement - TrustYes
2013: PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2013 form 5500 responses
2013-01-02Type of plan entitySingle employer plan
2013-01-02This submission is the final filingNo
2013-01-02This return/report is a short plan year return/report (less than 12 months)No
2013-01-02Plan is a collectively bargained planNo
2013-01-02Plan funding arrangement – InsuranceYes
2013-01-02Plan funding arrangement – TrustYes
2013-01-02Plan benefit arrangement – InsuranceYes
2013-01-02Plan benefit arrangement - TrustYes
2012: PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2012 form 5500 responses
2012-01-02Type of plan entitySingle employer plan
2012-01-02This submission is the final filingNo
2012-01-02This return/report is a short plan year return/report (less than 12 months)No
2012-01-02Plan is a collectively bargained planNo
2012-01-02Plan funding arrangement – InsuranceYes
2012-01-02Plan funding arrangement – TrustYes
2012-01-02Plan benefit arrangement – InsuranceYes
2012-01-02Plan benefit arrangement - TrustYes
2011: PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2011 form 5500 responses
2011-01-02Type of plan entitySingle employer plan
2011-01-02This submission is the final filingNo
2011-01-02This return/report is a short plan year return/report (less than 12 months)No
2011-01-02Plan is a collectively bargained planNo
2011-01-02Plan funding arrangement – InsuranceYes
2011-01-02Plan funding arrangement – TrustYes
2011-01-02Plan benefit arrangement – InsuranceYes
2011-01-02Plan benefit arrangement - TrustYes
2009: PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN 2009 form 5500 responses
2009-01-02Type of plan entitySingle employer plan
2009-01-02This submission is the final filingNo
2009-01-02This return/report is a short plan year return/report (less than 12 months)No
2009-01-02Plan is a collectively bargained planNo
2009-01-02Plan funding arrangement – InsuranceYes
2009-01-02Plan funding arrangement – TrustYes
2009-01-02Plan benefit arrangement – InsuranceYes
2009-01-02Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32042
Policy instance 1
Insurance contract or identification numberGA32042
Number of Individuals Covered65
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32042
Policy instance 1
Insurance contract or identification numberGA32042
Number of Individuals Covered71
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32042
Policy instance 1
Insurance contract or identification numberGA32042
Number of Individuals Covered82
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32042
Policy instance 1
Insurance contract or identification numberGA32042
Number of Individuals Covered84
Insurance policy start date2019-01-02
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number367774
Policy instance 1
Insurance contract or identification number367774
Number of Individuals Covered389
Insurance policy start date2018-01-02
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number367774
Policy instance 1
Insurance contract or identification number367774
Number of Individuals Covered357
Insurance policy start date2017-01-02
Insurance policy end date2018-01-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $22,086
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees22086
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameCAPFINANCIAL SECURITIES LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number367774
Policy instance 1
Insurance contract or identification number367774
Number of Individuals Covered330
Insurance policy start date2015-01-02
Insurance policy end date2016-01-01
Total amount of commissions paid to insurance brokerUSD $30,881
Total amount of fees paid to insurance companyUSD $15,789
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,964
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker nameCAPFINANCIAL PARTNERS LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number367774
Policy instance 1
Insurance contract or identification number367774
Number of Individuals Covered313
Insurance policy start date2014-01-02
Insurance policy end date2015-01-01
Total amount of commissions paid to insurance brokerUSD $25,430
Total amount of fees paid to insurance companyUSD $13,592
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,430
Amount paid for insurance broker fees13592
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameCAPFINANCIAL PARTNERS LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number367774
Policy instance 1
Insurance contract or identification number367774
Number of Individuals Covered307
Insurance policy start date2013-01-02
Insurance policy end date2014-01-01
Total amount of commissions paid to insurance brokerUSD $27,723
Total amount of fees paid to insurance companyUSD $30,476
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,723
Amount paid for insurance broker fees30476
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameCAPFINANCIAL PARTNERS LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number367774
Policy instance 1
Insurance contract or identification number367774
Number of Individuals Covered306
Insurance policy start date2012-01-02
Insurance policy end date2013-01-01
Total amount of commissions paid to insurance brokerUSD $23,132
Total amount of fees paid to insurance companyUSD $13,074
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,132
Amount paid for insurance broker fees13074
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameCAPFINANCIAL PARTNERS LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number367774
Policy instance 1
Insurance contract or identification number367774
Number of Individuals Covered309
Insurance policy start date2011-01-02
Insurance policy end date2012-01-01
Total amount of commissions paid to insurance brokerUSD $11,954
Total amount of fees paid to insurance companyUSD $19,140
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number367774
Policy instance 1
Insurance contract or identification number367774
Number of Individuals Covered302
Insurance policy start date2010-01-02
Insurance policy end date2011-01-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,578
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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