UNITED FIRE & CASUALTY COMPANY has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : UNITED FIRE GROUP 401(K) PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $571,821 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $571,821 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-10,235,591 |
Total loss/gain on sale of assets | 2022-12-31 | $231,427 |
Total of all expenses incurred | 2022-12-31 | $13,626,086 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $13,364,872 |
Value of total corrective distributions | 2022-12-31 | $547 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $16,118,440 |
Value of total assets at end of year | 2022-12-31 | $141,804,895 |
Value of total assets at beginning of year | 2022-12-31 | $165,666,572 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $260,667 |
Total interest from all sources | 2022-12-31 | $217,826 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $585,531 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $466,543 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $10,756,782 |
Participant contributions at end of year | 2022-12-31 | $250,073 |
Participant contributions at beginning of year | 2022-12-31 | $292,730 |
Participant contributions at end of year | 2022-12-31 | $372,259 |
Participant contributions at beginning of year | 2022-12-31 | $323,736 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $1,187,715 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $891,260 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,575,112 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $45,797 |
Other income not declared elsewhere | 2022-12-31 | $-78,212 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-23,861,677 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $141,804,895 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $165,666,572 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $32,390,354 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $40,640,144 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $37,080,072 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $46,626,285 |
Interest on participant loans | 2022-12-31 | $11,884 |
Interest earned on other investments | 2022-12-31 | $205,942 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $51,503,198 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $59,570,347 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $13,474,506 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $12,807,370 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-8,286,320 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-8,945,132 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-10,650,972 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $5,185,636 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $4,409,279 |
Contributions received in cash from employer | 2022-12-31 | $3,786,546 |
Employer contributions (assets) at end of year | 2022-12-31 | $361,082 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $59,624 |
Income. Dividends from common stock | 2022-12-31 | $118,988 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $13,364,872 |
Contract administrator fees | 2022-12-31 | $260,667 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $1,111,631 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $880,204 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | FORVIS LLP |
Accountancy firm EIN | 2022-12-31 | 440160260 |
2021 : UNITED FIRE GROUP 401(K) PLAN 2021 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-418,385 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-418,385 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $34,343,823 |
Total loss/gain on sale of assets | 2021-12-31 | $250,133 |
Total of all expenses incurred | 2021-12-31 | $23,364,758 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $23,195,524 |
Value of total corrective distributions | 2021-12-31 | $389 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $12,670,632 |
Value of total assets at end of year | 2021-12-31 | $165,666,572 |
Value of total assets at beginning of year | 2021-12-31 | $154,687,507 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $168,845 |
Total interest from all sources | 2021-12-31 | $203,293 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $453,452 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $335,171 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $9,293,491 |
Participant contributions at end of year | 2021-12-31 | $292,730 |
Participant contributions at beginning of year | 2021-12-31 | $188,010 |
Participant contributions at end of year | 2021-12-31 | $323,736 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $891,260 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $958,679 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $2,460,618 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $4,761 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $45,797 |
Other income not declared elsewhere | 2021-12-31 | $148,317 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $10,979,065 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $165,666,572 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $154,687,507 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $40,640,144 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $46,151,039 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $46,626,285 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $41,637,342 |
Interest on participant loans | 2021-12-31 | $10,749 |
Interest earned on other investments | 2021-12-31 | $192,544 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $59,570,347 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $46,427,982 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $12,807,370 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $13,701,921 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,962,968 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $8,988,391 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $7,085,022 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $4,409,279 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $5,622,534 |
Contributions received in cash from employer | 2021-12-31 | $916,523 |
Employer contributions (assets) at end of year | 2021-12-31 | $59,624 |
Income. Dividends from common stock | 2021-12-31 | $118,281 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $23,190,763 |
Contract administrator fees | 2021-12-31 | $168,845 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $2,171,670 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $1,921,537 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : UNITED FIRE GROUP 401(K) PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $-3,448,211 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $-3,448,211 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $29,894,503 |
Total loss/gain on sale of assets | 2020-12-31 | $-467,153 |
Total of all expenses incurred | 2020-12-31 | $8,323,268 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $8,276,427 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of total corrective distributions | 2020-12-31 | $5,036 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $13,061,811 |
Value of total assets at end of year | 2020-12-31 | $154,687,507 |
Value of total assets at beginning of year | 2020-12-31 | $133,116,272 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $41,805 |
Total income from rents | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $202,799 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $579,127 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $332,829 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2020-12-31 | $0 |
Contributions received from participants | 2020-12-31 | $8,972,576 |
Participant contributions at end of year | 2020-12-31 | $188,010 |
Participant contributions at beginning of year | 2020-12-31 | $223,686 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $958,679 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $833,016 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $3,163,911 |
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 year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $101,541 |
Administrative expenses (other) incurred | 2020-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $21,571,235 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $154,687,507 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $133,116,272 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
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 year | 2020-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $46,151,039 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $36,902,689 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $41,637,342 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $36,483,366 |
Interest on participant loans | 2020-12-31 | $9,101 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $193,698 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $46,427,982 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $39,380,870 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $13,701,921 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $9,844,274 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $7,739,938 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $6,233,418 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $5,891,233 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $5,622,534 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $9,448,371 |
Contributions received in cash from employer | 2020-12-31 | $925,324 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $246,298 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $8,276,427 |
Contract administrator fees | 2020-12-31 | $41,805 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $1,056,739 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $1,523,892 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2019 : UNITED FIRE GROUP 401(K) PLAN 2019 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $-2,330,579 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $-2,330,579 |
Total transfer of assets to this plan | 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 income from all sources (including contributions) | 2019-12-31 | $31,989,435 |
Total loss/gain on sale of assets | 2019-12-31 | $-272,015 |
Total of all expenses incurred | 2019-12-31 | $13,694,651 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $13,650,235 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $11,597,560 |
Value of total assets at end of year | 2019-12-31 | $133,116,272 |
Value of total assets at beginning of year | 2019-12-31 | $114,821,488 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $44,416 |
Total income from rents | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $163,311 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $766,231 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $478,976 |
Administrative expenses professional fees incurred | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2019-12-31 | $0 |
Contributions received from participants | 2019-12-31 | $8,334,012 |
Participant contributions at end of year | 2019-12-31 | $223,686 |
Participant contributions at beginning of year | 2019-12-31 | $162,927 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $833,016 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $647,595 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $2,398,584 |
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 year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $161,882 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $18,294,784 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $133,116,272 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $114,821,488 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
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 year | 2019-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2019-12-31 | $0 |
Investment advisory and management fees | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $36,902,689 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $31,369,627 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $36,483,366 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $31,403,040 |
Interest on participant loans | 2019-12-31 | $9,315 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $153,996 |
Income. Interest from US Government securities | 2019-12-31 | $0 |
Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $39,380,870 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $28,414,862 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $9,844,274 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $10,459,087 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $7,105,292 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $8,502,742 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $6,295,011 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $9,448,371 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $12,364,350 |
Contributions received in cash from employer | 2019-12-31 | $864,964 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Income. Dividends from preferred stock | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $287,255 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $13,650,235 |
Contract administrator fees | 2019-12-31 | $44,416 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $1,298,529 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $1,570,544 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : UNITED FIRE GROUP 401(K) PLAN 2018 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $1,963,727 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $1,963,727 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $7,361,973 |
Total loss/gain on sale of assets | 2018-12-31 | $186,558 |
Total of all expenses incurred | 2018-12-31 | $9,208,723 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $9,172,414 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of total corrective distributions | 2018-12-31 | $1,251 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $10,932,306 |
Value of total assets at end of year | 2018-12-31 | $114,821,488 |
Value of total assets at beginning of year | 2018-12-31 | $116,668,238 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $35,058 |
Total income from rents | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $159,697 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,343,798 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $432,265 |
Administrative expenses professional fees incurred | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2018-12-31 | $0 |
Contributions received from participants | 2018-12-31 | $7,699,205 |
Participant contributions at end of year | 2018-12-31 | $162,927 |
Participant contributions at beginning of year | 2018-12-31 | $256,621 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $647,595 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $658,618 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,421,131 |
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 year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $-22,280 |
Administrative expenses (other) incurred | 2018-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $0 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,846,750 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $114,821,488 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $116,668,238 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
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 year | 2018-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2018-12-31 | $0 |
Investment advisory and management fees | 2018-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $31,369,627 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $35,518,500 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $31,403,040 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $33,308,589 |
Interest on participant loans | 2018-12-31 | $9,399 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Interest earned on other investments | 2018-12-31 | $150,298 |
Income. Interest from US Government securities | 2018-12-31 | $0 |
Income. Interest from corporate debt instruments | 2018-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $28,414,862 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $27,210,622 |
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 year | 2018-12-31 | $10,459,087 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $9,571,782 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,783,885 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-2,076,704 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-2,341,244 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $12,364,350 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $10,143,506 |
Contributions received in cash from employer | 2018-12-31 | $811,970 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Income. Dividends from preferred stock | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $911,533 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $9,172,414 |
Contract administrator fees | 2018-12-31 | $35,058 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $2,151,391 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $1,964,833 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | CLIFTONLARSONALLEN |
Accountancy firm EIN | 2018-12-31 | 410746749 |
2017 : UNITED FIRE GROUP 401(K) PLAN 2017 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-700,283 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-700,283 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $23,809,636 |
Total loss/gain on sale of assets | 2017-12-31 | $-194,228 |
Total of all expenses incurred | 2017-12-31 | $5,232,315 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $5,203,460 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of total corrective distributions | 2017-12-31 | $95 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $9,741,322 |
Value of total assets at end of year | 2017-12-31 | $116,668,238 |
Value of total assets at beginning of year | 2017-12-31 | $98,090,917 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $28,760 |
Total income from rents | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $147,704 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $603,443 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $350,962 |
Administrative expenses professional fees incurred | 2017-12-31 | $0 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2017-12-31 | $0 |
Contributions received from participants | 2017-12-31 | $6,629,076 |
Participant contributions at end of year | 2017-12-31 | $256,621 |
Participant contributions at beginning of year | 2017-12-31 | $286,096 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $658,618 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $884,885 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $2,348,659 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $157,817 |
Administrative expenses (other) incurred | 2017-12-31 | $2 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $18,577,321 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $116,668,238 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $98,090,917 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
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 year | 2017-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2017-12-31 | $0 |
Investment advisory and management fees | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $35,518,500 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $28,969,640 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $33,308,589 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $26,788,282 |
Interest on participant loans | 2017-12-31 | $11,883 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Interest earned on other investments | 2017-12-31 | $135,821 |
Income. Interest from US Government securities | 2017-12-31 | $0 |
Income. Interest from corporate debt instruments | 2017-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $27,210,622 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $19,521,359 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $9,571,782 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $9,653,100 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $5,010,576 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $5,552,699 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $3,490,586 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $10,143,506 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $11,987,555 |
Contributions received in cash from employer | 2017-12-31 | $763,587 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Income. Dividends from preferred stock | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $252,481 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $5,203,460 |
Contract administrator fees | 2017-12-31 | $28,758 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $1,831,768 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $2,025,996 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | CLIFTONLARSONALLEN |
Accountancy firm EIN | 2017-12-31 | 410746749 |
2016 : UNITED FIRE GROUP 401(K) PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $2,745,285 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $2,745,285 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Expenses. Interest paid | 2016-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $17,377,990 |
Total loss/gain on sale of assets | 2016-12-31 | $34,543 |
Total of all expenses incurred | 2016-12-31 | $9,856,355 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $9,812,241 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of total corrective distributions | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $8,418,306 |
Value of total assets at end of year | 2016-12-31 | $98,090,917 |
Value of total assets at beginning of year | 2016-12-31 | $90,569,282 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $44,114 |
Total income from rents | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $64,683 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $608,331 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $366,049 |
Administrative expenses professional fees incurred | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2016-12-31 | $0 |
Contributions received from participants | 2016-12-31 | $5,940,101 |
Participant contributions at end of year | 2016-12-31 | $286,096 |
Participant contributions at beginning of year | 2016-12-31 | $382,317 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $884,885 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $1,649,308 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,794,928 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $53,939 |
Administrative expenses (other) incurred | 2016-12-31 | $44,114 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Income. Non cash contributions | 2016-12-31 | $0 |
Value of net income/loss | 2016-12-31 | $7,521,635 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $98,090,917 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $90,569,282 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
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 year | 2016-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2016-12-31 | $0 |
Investment advisory and management fees | 2016-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $28,969,640 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $55,345,407 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $26,788,282 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $8,844,233 |
Interest on participant loans | 2016-12-31 | $14,351 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Interest earned on other investments | 2016-12-31 | $50,332 |
Income. Interest from US Government securities | 2016-12-31 | $0 |
Income. Interest from corporate debt instruments | 2016-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $19,521,359 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $14,030,043 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $9,653,100 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $3,398,402 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $1,089,170 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $965,331 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $11,987,555 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $10,317,974 |
Contributions received in cash from employer | 2016-12-31 | $683,277 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Income. Dividends from preferred stock | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $242,282 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $9,812,241 |
Contract administrator fees | 2016-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $958,288 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $923,745 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2016-12-31 | 410746749 |
2015 : UNITED FIRE GROUP 401(K) PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $78,497 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $78,497 |
Total transfer of assets to this plan | 2015-12-31 | $8,767,909 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $7,332,808 |
Total loss/gain on sale of assets | 2015-12-31 | $91,270 |
Total of all expenses incurred | 2015-12-31 | $3,951,388 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,894,707 |
Value of total corrective distributions | 2015-12-31 | $3,392 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $6,958,841 |
Value of total assets at end of year | 2015-12-31 | $90,569,282 |
Value of total assets at beginning of year | 2015-12-31 | $78,419,953 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $53,289 |
Total interest from all sources | 2015-12-31 | $15,695 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $3,356,244 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $3,284,564 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $5,122,065 |
Participant contributions at end of year | 2015-12-31 | $382,317 |
Participant contributions at beginning of year | 2015-12-31 | $406,806 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $1,649,308 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $1,229,699 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,836,776 |
Other income not declared elsewhere | 2015-12-31 | $-18,663 |
Administrative expenses (other) incurred | 2015-12-31 | $4,344 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $3,381,420 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $90,569,282 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $78,419,953 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $48,945 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $55,345,407 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $53,929,396 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $8,844,233 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $8,209,254 |
Interest on participant loans | 2015-12-31 | $15,695 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $14,030,043 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $12,666,583 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-3,240,740 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $175,115 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-83,451 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $10,317,974 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $1,978,215 |
Income. Dividends from common stock | 2015-12-31 | $71,680 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,894,707 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $1,352,356 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $1,261,086 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | CLIFTON LARSON ALLEN LLP |
Accountancy firm EIN | 2015-12-31 | 410746749 |
2014 : UNITED FIRE GROUP 401(K) PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $108,104 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $108,104 |
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 | $10,429,043 |
Total loss/gain on sale of assets | 2014-12-31 | $3,740 |
Total of all expenses incurred | 2014-12-31 | $6,043,791 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $5,964,924 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $5,343,744 |
Value of total assets at end of year | 2014-12-31 | $78,419,953 |
Value of total assets at beginning of year | 2014-12-31 | $74,034,701 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $78,867 |
Total interest from all sources | 2014-12-31 | $19,325 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $3,560,555 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $3,560,555 |
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 |
Contributions received from participants | 2014-12-31 | $4,737,874 |
Participant contributions at end of year | 2014-12-31 | $406,806 |
Participant contributions at beginning of year | 2014-12-31 | $534,318 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $1,229,699 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $1,583,637 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $605,870 |
Other income not declared elsewhere | 2014-12-31 | $71,245 |
Administrative expenses (other) incurred | 2014-12-31 | $3,598 |
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 | $4,385,252 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $78,419,953 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $74,034,701 |
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 |
Investment advisory and management fees | 2014-12-31 | $75,269 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $53,929,396 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $50,457,039 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $8,209,254 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $8,006,253 |
Interest on participant loans | 2014-12-31 | $19,325 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $12,666,583 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $11,625,641 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $390,823 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $200,585 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $730,922 |
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 | $1,978,215 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $1,827,813 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $5,964,924 |
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 |
Aggregate proceeds on sale of assets | 2014-12-31 | $263,669 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $259,929 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | CLIFTON LARSON ALLEN LLP |
Accountancy firm EIN | 2014-12-31 | 410746749 |
2013 : UNITED FIRE GROUP 401(K) PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $389,393 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $389,393 |
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 | $16,995,138 |
Total loss/gain on sale of assets | 2013-12-31 | $66,563 |
Total of all expenses incurred | 2013-12-31 | $5,674,457 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $5,622,624 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $5,211,625 |
Value of total assets at end of year | 2013-12-31 | $74,034,701 |
Value of total assets at beginning of year | 2013-12-31 | $62,714,020 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $51,833 |
Total interest from all sources | 2013-12-31 | $20,970 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,114,486 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $2,114,486 |
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 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $4,331,744 |
Participant contributions at end of year | 2013-12-31 | $534,318 |
Participant contributions at beginning of year | 2013-12-31 | $562,493 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $147,391 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $1,583,637 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $1,166,962 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $879,881 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $1,092 |
Other income not declared elsewhere | 2013-12-31 | $216,464 |
Administrative expenses (other) incurred | 2013-12-31 | $9,605 |
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 | $11,320,681 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $74,034,701 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $62,714,020 |
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 |
Investment advisory and management fees | 2013-12-31 | $42,228 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $50,457,039 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $42,445,617 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $8,006,253 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $8,695,974 |
Interest on participant loans | 2013-12-31 | $20,970 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $11,625,641 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $8,353,971 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $7,210,404 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $192,286 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $1,572,947 |
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 | $1,827,813 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $1,340,520 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $5,622,624 |
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 |
Aggregate proceeds on sale of assets | 2013-12-31 | $276,049 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $209,486 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | CLIFTON LARSON ALLEN LLP |
Accountancy firm EIN | 2013-12-31 | 410746749 |
2012 : UNITED FIRE GROUP 401(K) PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $136,170 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $136,170 |
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 | $13,585,215 |
Total loss/gain on sale of assets | 2012-12-31 | $35,623 |
Total of all expenses incurred | 2012-12-31 | $5,591,293 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $5,563,943 |
Value of total corrective distributions | 2012-12-31 | $20,498 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $6,211,429 |
Value of total assets at end of year | 2012-12-31 | $62,714,020 |
Value of total assets at beginning of year | 2012-12-31 | $54,720,098 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $6,852 |
Total interest from all sources | 2012-12-31 | $27,074 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,348,836 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,348,836 |
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 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $4,026,267 |
Participant contributions at end of year | 2012-12-31 | $562,493 |
Participant contributions at beginning of year | 2012-12-31 | $710,989 |
Participant contributions at end of year | 2012-12-31 | $147,391 |
Participant contributions at beginning of year | 2012-12-31 | $135,527 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $1,166,962 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $1,288,937 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $2,185,162 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $1,092 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $16,743 |
Other income not declared elsewhere | 2012-12-31 | $95,342 |
Administrative expenses (other) incurred | 2012-12-31 | $6,852 |
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 | $7,993,922 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $62,714,020 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $54,720,098 |
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 in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $42,445,617 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $36,719,668 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $8,695,974 |
Interest on participant loans | 2012-12-31 | $27,074 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $8,353,971 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $14,645,452 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $4,616,615 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $218,661 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $895,465 |
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 | $1,340,520 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $1,202,782 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $5,563,943 |
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 |
Aggregate proceeds on sale of assets | 2012-12-31 | $414,489 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $378,866 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2012-12-31 | 346566696 |
2011 : UNITED FIRE GROUP 401(K) PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $9,456 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $9,456 |
Total transfer of assets to this plan | 2011-12-31 | $19,007,424 |
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 | $2,006,775 |
Total loss/gain on sale of assets | 2011-12-31 | $-22,643 |
Total of all expenses incurred | 2011-12-31 | $3,736,884 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,732,477 |
Value of total corrective distributions | 2011-12-31 | $24 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,662,273 |
Value of total assets at end of year | 2011-12-31 | $54,720,098 |
Value of total assets at beginning of year | 2011-12-31 | $37,442,783 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,383 |
Total interest from all sources | 2011-12-31 | $25,739 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,140,709 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,140,709 |
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 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $3,659,336 |
Participant contributions at end of year | 2011-12-31 | $710,989 |
Participant contributions at beginning of year | 2011-12-31 | $315,671 |
Participant contributions at end of year | 2011-12-31 | $135,527 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $1,288,937 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $321,245 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $2,937 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $16,743 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $13,863 |
Other income not declared elsewhere | 2011-12-31 | $-8,504 |
Administrative expenses (other) incurred | 2011-12-31 | $4,383 |
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 | $-1,730,109 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $54,720,098 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $37,442,783 |
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 in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $36,719,668 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $27,917,037 |
Interest on participant loans | 2011-12-31 | $25,739 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $14,645,452 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $7,855,683 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-2,845,280 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $45,025 |
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 | $1,202,782 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $1,019,284 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,732,477 |
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 | 2011-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $276,474 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $299,117 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2011-12-31 | 346566696 |
2010 : UNITED FIRE GROUP 401(K) PLAN 2010 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $194,207 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $194,207 |
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 | $7,313,132 |
Total loss/gain on sale of assets | 2010-12-31 | $3,475 |
Total of all expenses incurred | 2010-12-31 | $3,143,291 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,139,401 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,060,084 |
Value of total assets at end of year | 2010-12-31 | $37,442,783 |
Value of total assets at beginning of year | 2010-12-31 | $33,272,942 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,890 |
Total interest from all sources | 2010-12-31 | $13,979 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $530,773 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $530,773 |
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 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $2,756,294 |
Participant contributions at end of year | 2010-12-31 | $315,671 |
Participant contributions at beginning of year | 2010-12-31 | $247,527 |
Participant contributions at beginning of year | 2010-12-31 | $100,842 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $321,245 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $416,105 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $303,790 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $13,863 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $13,346 |
Other income not declared elsewhere | 2010-12-31 | $31,045 |
Administrative expenses (other) incurred | 2010-12-31 | $3,890 |
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 | $4,169,841 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $37,442,783 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $33,272,942 |
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 in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $27,917,037 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $24,701,052 |
Interest on participant loans | 2010-12-31 | $13,979 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $7,855,683 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $7,055,182 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,957,803 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $521,766 |
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 | $1,019,284 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $738,888 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,139,401 |
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 | 2010-12-31 | No |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $45,668 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $42,193 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2010-12-31 | 346565596 |
2009 : UNITED FIRE GROUP 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |