401k Plan data: UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN plan

UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	003

UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP). Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

UNITED FIRE & CASUALTY COMPANY has sponsored the creation of one or more 401k plans.

Company Name: UNITED FIRE & CASUALTY COMPANY

Employer identification number (EIN): 420644327

NAIC Classification: 524290

Additional information about UNITED FIRE & CASUALTY COMPANY

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 1946-01-02

Company Identification Number: 069669

Legal Registered Office Address: 400 E COURT AVE

DES MOINES
United States of America (USA)
50309

More information about UNITED FIRE & CASUALTY COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2015-01-01 KEVIN HELBING TIMOTHY SPAIN 2016-06-14
003 2014-01-01 TIMOTHY G SPAIN KEVIN HELBING 2015-07-23
003 2013-01-01 TIMOTHY G SPAIN KEVIN HELBING 2014-07-30
003 2012-01-01 DAWN HAFNER
003 2011-01-01 DAWN HAFNER
003 2009-01-01 TIMOTHY G. SPAIN DIANNE M. LYONS 2010-07-20

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2015-01-01	KEVIN HELBING	TIMOTHY SPAIN	2016-06-14
003	2014-01-01	TIMOTHY G SPAIN	KEVIN HELBING	2015-07-23
003	2013-01-01	TIMOTHY G SPAIN	KEVIN HELBING	2014-07-30
003	2012-01-01	DAWN HAFNER
003	2011-01-01	DAWN HAFNER
003	2009-01-01	TIMOTHY G. SPAIN	DIANNE M. LYONS	2010-07-20

Plan Statistics for UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2015: UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 888
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 882
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 797
Number of retired or separated participants receiving benefits 2014-01-01 7
Number of other retired or separated participants entitled to future benefits 2014-01-01 111
Total of all active and inactive participants 2014-01-01 915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 3
Total participants 2014-01-01 918
Number of participants with account balances 2014-01-01 860
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
2013: UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 860
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 788
Number of retired or separated participants receiving benefits 2013-01-01 6
Number of other retired or separated participants entitled to future benefits 2013-01-01 89
Total of all active and inactive participants 2013-01-01 883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 4
Total participants 2013-01-01 887
Number of participants with account balances 2013-01-01 837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 14
2012: UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 826
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 785
Number of retired or separated participants receiving benefits 2012-01-01 6
Number of other retired or separated participants entitled to future benefits 2012-01-01 60
Total of all active and inactive participants 2012-01-01 851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 851
Number of participants with account balances 2012-01-01 844
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 20
2011: UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 666
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 603
Number of retired or separated participants receiving benefits 2011-01-01 7
Number of other retired or separated participants entitled to future benefits 2011-01-01 44
Total of all active and inactive participants 2011-01-01 654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 654
Number of participants with account balances 2011-01-01 652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2009: UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 667
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 637
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 42
Total of all active and inactive participants 2009-01-01 679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 680
Number of participants with account balances 2009-01-01 679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	888
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	882
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	797
Number of retired or separated participants receiving benefits	2014-01-01	7
Number of other retired or separated participants entitled to future benefits	2014-01-01	111
Total of all active and inactive participants	2014-01-01	915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	3
Total participants	2014-01-01	918
Number of participants with account balances	2014-01-01	860
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
2013: UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	860
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	788
Number of retired or separated participants receiving benefits	2013-01-01	6
Number of other retired or separated participants entitled to future benefits	2013-01-01	89
Total of all active and inactive participants	2013-01-01	883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	4
Total participants	2013-01-01	887
Number of participants with account balances	2013-01-01	837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	14
2012: UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	826
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	785
Number of retired or separated participants receiving benefits	2012-01-01	6
Number of other retired or separated participants entitled to future benefits	2012-01-01	60
Total of all active and inactive participants	2012-01-01	851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	851
Number of participants with account balances	2012-01-01	844
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	20
2011: UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	666
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	603
Number of retired or separated participants receiving benefits	2011-01-01	7
Number of other retired or separated participants entitled to future benefits	2011-01-01	44
Total of all active and inactive participants	2011-01-01	654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	654
Number of participants with account balances	2011-01-01	652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2009: UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	667
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	637
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	42
Total of all active and inactive participants	2009-01-01	679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	680
Number of participants with account balances	2009-01-01	679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2015 : UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-11-09	$2,191,208
Total unrealized appreciation/depreciation of assets	2015-11-09	$2,191,208
Total transfer of assets from this plan	2015-11-09	$8,767,909
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-11-09	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-11-09	$0
Total income from all sources (including contributions)	2015-11-09	$2,478,575
Total loss/gain on sale of assets	2015-11-09	$0
Total of all expenses incurred	2015-11-09	$257,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-11-09	$257,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-11-09	$150,000
Value of total assets at end of year	2015-11-09	$0
Value of total assets at beginning of year	2015-11-09	$6,546,795
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-11-09	$0
Total interest from all sources	2015-11-09	$9
Total dividends received (eg from common stock, registered investment company shares)	2015-11-09	$137,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-11-09	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-11-09	$0
Was this plan covered by a fidelity bond	2015-11-09	Yes
Value of fidelity bond cover	2015-11-09	$2,000,000
If this is an individual account plan, was there a blackout period	2015-11-09	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-11-09	$0
Were there any nonexempt tranactions with any party-in-interest	2015-11-09	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-11-09	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-11-09	$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-11-09	No
Value of net income/loss	2015-11-09	$2,221,114
Value of net assets at end of year (total assets less liabilities)	2015-11-09	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-11-09	$6,546,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-11-09	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-11-09	No
Were any leases to which the plan was party in default or uncollectible	2015-11-09	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-11-09	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-11-09	$165,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-11-09	$165,636
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-11-09	$9
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-11-09	No
Was there a failure to transmit to the plan any participant contributions	2015-11-09	No
Has the plan failed to provide any benefit when due under the plan	2015-11-09	No
Assets. Invements in employer securities at end of year	2015-11-09	$0
Assets. Invements in employer securities at beginning of year	2015-11-09	$6,381,158
Contributions received in cash from employer	2015-11-09	$150,000
Income. Dividends from common stock	2015-11-09	$137,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-11-09	$257,461
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-11-09	Yes
Did the plan have assets held for investment	2015-11-09	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-11-09	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-11-09	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-11-09	Yes
Opinion of an independent qualified public accountant for this plan	2015-11-09	Disclaimer
Accountancy firm name	2015-11-09	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2015-11-09	410746749
2014 : UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$239,408
Total unrealized appreciation/depreciation of assets	2014-12-31	$239,408
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$657,884
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$558,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$558,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$250,000
Value of total assets at end of year	2014-12-31	$6,546,795
Value of total assets at beginning of year	2014-12-31	$6,447,481
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$10
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$168,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$99,314
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,546,795
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,447,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$165,636
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$128,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$128,867
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$10
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$6,381,158
Assets. Invements in employer securities at beginning of year	2014-12-31	$6,318,613
Contributions received in cash from employer	2014-12-31	$250,000
Income. Dividends from common stock	2014-12-31	$168,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$558,570
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CLIFTONLARSONALLEN,LLP
Accountancy firm EIN	2014-12-31	410746749
2013 : UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$1,514,454
Total unrealized appreciation/depreciation of assets	2013-12-31	$1,514,454
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,667,120
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$258,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$258,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$0
Value of total assets at end of year	2013-12-31	$6,447,481
Value of total assets at beginning of year	2013-12-31	$5,038,883
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$7
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$152,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$88,897
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,408,598
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,447,481
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,038,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$128,867
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$145,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$145,826
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$7
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$6,318,613
Assets. Invements in employer securities at beginning of year	2013-12-31	$4,893,055
Income. Dividends from common stock	2013-12-31	$152,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$258,522
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CLIFTONLARSONALLEN,LLP
Accountancy firm EIN	2013-12-31	410746749
2012 : UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$363,902
Total unrealized appreciation/depreciation of assets	2012-12-31	$363,902
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$598,687
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$237,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$237,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$100,000
Value of total assets at end of year	2012-12-31	$5,038,883
Value of total assets at beginning of year	2012-12-31	$4,677,994
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$10
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$134,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$39,094
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$33,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$360,889
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,038,883
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,677,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$145,826
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$75,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$75,787
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$10
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$4,893,055
Assets. Invements in employer securities at beginning of year	2012-12-31	$4,568,247
Contributions received in cash from employer	2012-12-31	$100,000
Income. Dividends from common stock	2012-12-31	$134,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$237,798
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MCGLADREY, LLP
Accountancy firm EIN	2012-12-31	420714325
2011 : UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-509,417
Total unrealized appreciation/depreciation of assets	2011-12-31	$-509,417
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$-197,413
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$504,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$504,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$175,000
Value of total assets at end of year	2011-12-31	$4,677,994
Value of total assets at beginning of year	2011-12-31	$5,379,654
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$19
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$136,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$47,100
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$33,960
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$35,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-701,660
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,677,994
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,379,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$75,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$119,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$119,267
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$19
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$4,568,247
Assets. Invements in employer securities at beginning of year	2011-12-31	$5,225,268
Contributions received in cash from employer	2011-12-31	$175,000
Income. Dividends from common stock	2011-12-31	$136,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$504,247
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MCGLADREY, LLP
Accountancy firm EIN	2011-12-31	420714325
2010 : UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$953,605
Total unrealized appreciation/depreciation of assets	2010-12-31	$953,605
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,195,237
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$337,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$337,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$100,000
Value of total assets at end of year	2010-12-31	$5,379,654
Value of total assets at beginning of year	2010-12-31	$4,521,858
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$23
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$141,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$172,578
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$35,119
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$36,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$857,796
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,379,654
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,521,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$119,267
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$78,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$78,658
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$23
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$5,225,268
Assets. Invements in employer securities at beginning of year	2010-12-31	$4,406,938
Contributions received in cash from employer	2010-12-31	$100,000
Income. Dividends from common stock	2010-12-31	$141,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$337,441
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MCGLADREY & PULLEN, LLP
Accountancy firm EIN	2010-12-31	420714325
2009 : UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$1,303

Form 5500 Responses for UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN

2015: UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: UNITED FIRE GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	UNITED FIRE & CASUALTY COMPANY
Employer identification number (EIN):	420644327
NAIC Classification:	524290

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	1946-01-02
Company Identification Number:	069669
Legal Registered Office Address:	400 E COURT AVE DES MOINES United States of America (USA) 50309