?>
Logo

THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 401k Plan overview

Plan NameTHE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY
Plan identification number 001

THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:SHELTER MUTUAL INSURANCE COMPANY
Employer identification number (EIN):430613000
NAIC Classification:524150

Additional information about SHELTER MUTUAL INSURANCE COMPANY

Jurisdiction of Incorporation: Missouri Secretary of State
Incorporation Date:
Company Identification Number: I00000573

More information about SHELTER MUTUAL INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JANE BREEN CHRISTINA WORKMAN2018-09-13
0012016-01-01JANE BREEN CHRISTINA WORKMAN2017-08-08
0012015-01-01JANE BREEN CHRISTINA WORKMAN2016-10-12
0012014-01-01JANE BREEN CHRISTINA WORKMAN2015-08-24
0012013-01-01JANE BREEN CHRISTINA WORKMAN2014-10-15
0012012-01-01JAMES CUVA CHRISTINA WORKMAN2013-07-30
0012010-01-01JAMES CUVA CHRISTINA WORKMAN2011-08-01
0012009-01-01JAMES CUVA CHRISTINA WORKMAN2010-07-30
0012009-01-01JAMES CUVA CHRISTINA WORKMAN2010-07-30

Plan Statistics for THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY

401k plan membership statisitcs for THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY

Measure Date Value
2022: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2022 401k membership
Total participants, beginning-of-year2022-01-013,263
Total number of active participants reported on line 7a of the Form 55002022-01-012,079
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,036
Total of all active and inactive participants2022-01-013,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0134
Total participants2022-01-013,149
Number of participants with account balances2022-01-013,090
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2021 401k membership
Total participants, beginning-of-year2021-01-013,175
Total number of active participants reported on line 7a of the Form 55002021-01-012,039
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,012
Total of all active and inactive participants2021-01-013,051
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-013,058
Number of participants with account balances2021-01-013,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2020 401k membership
Total participants, beginning-of-year2020-01-012,909
Total number of active participants reported on line 7a of the Form 55002020-01-012,034
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01933
Total of all active and inactive participants2020-01-012,967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-012,971
Number of participants with account balances2020-01-012,946
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2019 401k membership
Total participants, beginning-of-year2019-01-012,698
Total number of active participants reported on line 7a of the Form 55002019-01-011,990
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01914
Total of all active and inactive participants2019-01-012,904
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-012,909
Number of participants with account balances2019-01-012,877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2018 401k membership
Total participants, beginning-of-year2018-01-012,871
Total number of active participants reported on line 7a of the Form 55002018-01-011,889
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01806
Total of all active and inactive participants2018-01-012,695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-012,698
Number of participants with account balances2018-01-012,681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2017 401k membership
Total participants, beginning-of-year2017-01-012,761
Total number of active participants reported on line 7a of the Form 55002017-01-011,892
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01789
Total of all active and inactive participants2017-01-012,681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-012,686
Number of participants with account balances2017-01-012,634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2016 401k membership
Total participants, beginning-of-year2016-01-012,595
Total number of active participants reported on line 7a of the Form 55002016-01-011,840
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01734
Total of all active and inactive participants2016-01-012,574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-012,581
Number of participants with account balances2016-01-012,558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2015 401k membership
Total participants, beginning-of-year2015-01-012,508
Total number of active participants reported on line 7a of the Form 55002015-01-011,851
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01683
Total of all active and inactive participants2015-01-012,534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-012,543
Number of participants with account balances2015-01-012,516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2014 401k membership
Total participants, beginning-of-year2014-01-012,450
Total number of active participants reported on line 7a of the Form 55002014-01-011,816
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01627
Total of all active and inactive participants2014-01-012,443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0110
Total participants2014-01-012,453
Number of participants with account balances2014-01-012,432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2013 401k membership
Total participants, beginning-of-year2013-01-012,293
Total number of active participants reported on line 7a of the Form 55002013-01-011,776
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01631
Total of all active and inactive participants2013-01-012,407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-012,413
Number of participants with account balances2013-01-012,384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2012 401k membership
Total participants, beginning-of-year2012-01-012,274
Total number of active participants reported on line 7a of the Form 55002012-01-011,698
Number of retired or separated participants receiving benefits2012-01-0117
Number of other retired or separated participants entitled to future benefits2012-01-01570
Total of all active and inactive participants2012-01-012,285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-012,293
Number of participants with account balances2012-01-012,293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2010: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2010 401k membership
Total participants, beginning-of-year2010-01-012,257
Total number of active participants reported on line 7a of the Form 55002010-01-011,738
Number of retired or separated participants receiving benefits2010-01-01170
Number of other retired or separated participants entitled to future benefits2010-01-01345
Total of all active and inactive participants2010-01-012,253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0111
Total participants2010-01-012,264
Number of participants with account balances2010-01-012,264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2009 401k membership
Total participants, beginning-of-year2009-01-012,210
Total number of active participants reported on line 7a of the Form 55002009-01-011,707
Number of retired or separated participants receiving benefits2009-01-01153
Number of other retired or separated participants entitled to future benefits2009-01-01385
Total of all active and inactive participants2009-01-012,245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0112
Total participants2009-01-012,257
Number of participants with account balances2009-01-012,257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY

Measure Date Value
2022 : THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-84,471,659
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$45,262,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$45,211,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$22,023,114
Value of total assets at end of year2022-12-31$567,557,877
Value of total assets at beginning of year2022-12-31$697,292,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$50,773
Total interest from all sources2022-12-31$417,819
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$11,045,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$11,045,970
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$11,700,055
Participant contributions at end of year2022-12-31$8,190,736
Participant contributions at beginning of year2022-12-31$7,551,563
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,878,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-129,734,396
Value of net assets at end of year (total assets less liabilities)2022-12-31$567,557,877
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$697,292,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$509,240,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$646,728,039
Value of interest in pooled separate accounts at end of year2022-12-31$14,254,509
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,993,938
Interest on participant loans2022-12-31$417,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$35,871,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$32,018,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$32,018,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-118,294,222
Net investment gain/loss from pooled separate accounts2022-12-31$335,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,444,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$45,211,964
Contract administrator fees2022-12-31$50,773
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$115,716,339
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$35,721,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$35,673,180
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$27,175,775
Value of total assets at end of year2021-12-31$697,292,273
Value of total assets at beginning of year2021-12-31$617,297,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$48,127
Total interest from all sources2021-12-31$441,080
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$10,102,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$10,102,086
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$11,114,338
Participant contributions at end of year2021-12-31$7,551,563
Participant contributions at beginning of year2021-12-31$8,205,866
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,881,907
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$79,995,032
Value of net assets at end of year (total assets less liabilities)2021-12-31$697,292,273
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$617,297,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$646,728,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$565,901,828
Value of interest in pooled separate accounts at end of year2021-12-31$10,993,938
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,348,842
Interest on participant loans2021-12-31$441,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$32,018,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$33,840,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$33,840,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$77,793,395
Net investment gain/loss from pooled separate accounts2021-12-31$204,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$14,179,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$35,673,180
Contract administrator fees2021-12-31$48,127
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$102,344,664
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$38,748,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$38,707,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$25,643,555
Value of total assets at end of year2020-12-31$617,297,241
Value of total assets at beginning of year2020-12-31$553,701,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$40,927
Total interest from all sources2020-12-31$809,953
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,753,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$10,753,099
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$10,212,803
Participant contributions at end of year2020-12-31$8,205,866
Participant contributions at beginning of year2020-12-31$10,238,037
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$210,449
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$991,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$63,595,764
Value of net assets at end of year (total assets less liabilities)2020-12-31$617,297,241
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$553,701,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$565,901,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$483,187,071
Value of interest in pooled separate accounts at end of year2020-12-31$9,348,842
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,043,202
Interest on participant loans2020-12-31$552,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$33,840,705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$57,022,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$57,022,718
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$257,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$64,994,932
Net investment gain/loss from pooled separate accounts2020-12-31$143,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$14,438,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$38,707,973
Contract administrator fees2020-12-31$40,927
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP.
Accountancy firm EIN2020-12-31440160260
2019 : THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$1,907,050
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$127,905,369
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$30,780,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$30,714,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$24,045,878
Value of total assets at end of year2019-12-31$553,701,477
Value of total assets at beginning of year2019-12-31$454,669,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,941
Total interest from all sources2019-12-31$1,870,407
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,894,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$9,894,018
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$9,598,441
Participant contributions at end of year2019-12-31$10,238,037
Participant contributions at beginning of year2019-12-31$10,441,161
Participant contributions at end of year2019-12-31$210,449
Participant contributions at beginning of year2019-12-31$186,281
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,133,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$97,124,693
Value of net assets at end of year (total assets less liabilities)2019-12-31$553,701,477
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$454,669,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$483,187,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$384,530,907
Value of interest in pooled separate accounts at end of year2019-12-31$3,043,202
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$611,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$57,022,718
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$59,511,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$59,511,385
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,258,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$92,034,876
Net investment gain/loss from pooled separate accounts2019-12-31$60,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$13,314,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$30,714,735
Contract administrator fees2019-12-31$65,941
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BKD, LLP.
Accountancy firm EIN2019-12-31440160260
2018 : THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,221,545
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$27,656,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$27,596,223
Value of total corrective distributions2018-12-31$1,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$19,523,636
Value of total assets at end of year2018-12-31$454,669,734
Value of total assets at beginning of year2018-12-31$479,104,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$58,309
Total interest from all sources2018-12-31$1,631,536
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,513,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$8,513,353
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$8,582,022
Participant contributions at end of year2018-12-31$10,441,161
Participant contributions at beginning of year2018-12-31$10,909,045
Participant contributions at end of year2018-12-31$186,281
Participant contributions at beginning of year2018-12-31$290,058
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$867,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-24,434,908
Value of net assets at end of year (total assets less liabilities)2018-12-31$454,669,734
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$479,104,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$58,309
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$384,530,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$408,906,970
Interest on participant loans2018-12-31$587,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$59,511,385
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$58,998,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$58,998,569
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,043,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-26,446,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$10,074,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$27,596,223
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BKD, LLP.
Accountancy firm EIN2018-12-31440160260
2017 : THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$84,822,077
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$34,953,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$34,902,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$19,060,211
Value of total assets at end of year2017-12-31$479,104,642
Value of total assets at beginning of year2017-12-31$429,236,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$51,169
Total interest from all sources2017-12-31$1,024,047
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,522,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$7,522,478
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$7,967,140
Participant contributions at end of year2017-12-31$10,909,045
Participant contributions at beginning of year2017-12-31$10,930,843
Participant contributions at end of year2017-12-31$290,058
Participant contributions at beginning of year2017-12-31$167,723
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,078,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$49,868,152
Value of net assets at end of year (total assets less liabilities)2017-12-31$479,104,642
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$429,236,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$408,906,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$353,074,792
Interest on participant loans2017-12-31$523,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$58,998,569
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$65,063,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$65,063,132
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$500,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$57,215,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$10,014,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$34,902,756
Contract administrator fees2017-12-31$51,169
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BKD, LLP.
Accountancy firm EIN2017-12-31440160260
2016 : THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$59,219,998
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$28,109,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$28,049,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$26,632,423
Value of total assets at end of year2016-12-31$429,236,490
Value of total assets at beginning of year2016-12-31$398,126,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$59,646
Total interest from all sources2016-12-31$764,479
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,126,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$7,126,269
Administrative expenses professional fees incurred2016-12-31$59,646
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$7,657,917
Participant contributions at end of year2016-12-31$10,930,843
Participant contributions at beginning of year2016-12-31$10,536,763
Participant contributions at end of year2016-12-31$167,723
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$674,203
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$70
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$31,110,378
Value of net assets at end of year (total assets less liabilities)2016-12-31$429,236,490
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$398,126,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$353,074,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$323,855,618
Interest on participant loans2016-12-31$478,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$65,063,132
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$63,733,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$63,733,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$286,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$24,696,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$18,300,303
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$28,049,974
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BKD, LLP.
Accountancy firm EIN2016-12-31440160260
2015 : THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$19,171
Total income from all sources (including contributions)2015-12-31$12,716,521
Total loss/gain on sale of assets2015-12-31$-25,474,402
Total of all expenses incurred2015-12-31$36,014,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$35,887,858
Value of total corrective distributions2015-12-31$2,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$29,024,643
Value of total assets at end of year2015-12-31$398,126,112
Value of total assets at beginning of year2015-12-31$421,442,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$123,353
Total interest from all sources2015-12-31$482,573
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,135,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,355,274
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$7,372,421
Participant contributions at end of year2015-12-31$10,536,763
Participant contributions at beginning of year2015-12-31$10,975,561
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$418,222
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$567,905
Other income not declared elsewhere2015-12-31$267,948
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$19,171
Total non interest bearing cash at end of year2015-12-31$70
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-23,297,625
Value of net assets at end of year (total assets less liabilities)2015-12-31$398,126,112
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$421,423,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$323,855,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$87,677,991
Interest on participant loans2015-12-31$413,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$63,733,661
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$68,257,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$68,257,970
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$69,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$279,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$21,234,000
Income. Dividends from common stock2015-12-31$5,780,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$35,887,858
Contract administrator fees2015-12-31$123,353
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$253,963,481
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$245,237,996
Aggregate carrying amount (costs) on sale of assets2015-12-31$270,712,398
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP.
Accountancy firm EIN2015-12-31440160260
2014 : THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$17,745,938
Total unrealized appreciation/depreciation of assets2014-12-31$17,745,938
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$19,171
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,009
Total income from all sources (including contributions)2014-12-31$60,267,023
Total loss/gain on sale of assets2014-12-31$2,182,451
Total of all expenses incurred2014-12-31$29,887,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$29,762,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$29,014,528
Value of total assets at end of year2014-12-31$421,442,908
Value of total assets at beginning of year2014-12-31$391,050,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$125,291
Total interest from all sources2014-12-31$386,906
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,450,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,554,014
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$7,259,410
Participant contributions at end of year2014-12-31$10,975,561
Participant contributions at beginning of year2014-12-31$11,432,710
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$294,060
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$567,905
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$513,444
Liabilities. Value of operating payables at end of year2014-12-31$19,171
Liabilities. Value of operating payables at beginning of year2014-12-31$6,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$30,379,148
Value of net assets at end of year (total assets less liabilities)2014-12-31$421,423,737
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$391,044,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$87,677,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$74,367,474
Interest on participant loans2014-12-31$349,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$68,257,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$69,396,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$69,396,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$37,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,486,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$21,461,058
Income. Dividends from common stock2014-12-31$5,896,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$29,762,584
Contract administrator fees2014-12-31$125,291
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$253,963,481
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$235,340,040
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$29,946,107
Aggregate carrying amount (costs) on sale of assets2014-12-31$27,763,656
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$38,076,727
Total unrealized appreciation/depreciation of assets2013-12-31$38,076,727
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,009
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$60,873,844
Total loss/gain on sale of assets2013-12-31$6,661,702
Total of all expenses incurred2013-12-31$28,308,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$28,224,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,264,038
Value of total assets at end of year2013-12-31$391,050,598
Value of total assets at beginning of year2013-12-31$358,478,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$83,693
Total interest from all sources2013-12-31$576,906
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$6,183,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,184,684
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$7,167,285
Participant contributions at end of year2013-12-31$11,432,710
Participant contributions at beginning of year2013-12-31$12,544,928
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$312,431
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$223,855
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$513,444
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$784,482
Other income not declared elsewhere2013-12-31$7
Liabilities. Value of operating payables at end of year2013-12-31$6,009
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$254,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$32,565,790
Value of net assets at end of year (total assets less liabilities)2013-12-31$391,044,589
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$358,478,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$74,367,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$222,039
Income. Interest from US Government securities2013-12-31$349,116
Income. Interest from corporate debt instruments2013-12-31$5,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$69,396,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$-139
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$108,035,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,111,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$-127,102
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$15,313,249
Income. Dividends from common stock2013-12-31$4,998,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$28,224,361
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$24,894,854
Contract administrator fees2013-12-31$83,693
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$235,340,040
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$196,338,664
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$113,962,073
Aggregate carrying amount (costs) on sale of assets2013-12-31$107,300,371
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$15,477,634
Total unrealized appreciation/depreciation of assets2012-12-31$15,477,634
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,187
Total income from all sources (including contributions)2012-12-31$50,887,001
Total loss/gain on sale of assets2012-12-31$5,749,000
Total of all expenses incurred2012-12-31$20,727,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$20,727,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$22,842,819
Value of total assets at end of year2012-12-31$358,478,799
Value of total assets at beginning of year2012-12-31$328,325,823
Total interest from all sources2012-12-31$1,730,124
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,086,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$20,727,838
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$7,529,570
Participant contributions at end of year2012-12-31$12,544,928
Participant contributions at beginning of year2012-12-31$12,005,701
Participant contributions at end of year2012-12-31$312,431
Participant contributions at beginning of year2012-12-31$265,530
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$784,482
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$822,380
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$6,187
Other income not declared elsewhere2012-12-31$933
Total non interest bearing cash at end of year2012-12-31$254,594
Total non interest bearing cash at beginning of year2012-12-31$677,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$30,159,163
Value of net assets at end of year (total assets less liabilities)2012-12-31$358,478,799
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$328,319,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest on participant loans2012-12-31$208,766
Income. Interest from US Government securities2012-12-31$1,489,848
Income. Interest from corporate debt instruments2012-12-31$29,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$506,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$506,395
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,112
Asset value of US Government securities at end of year2012-12-31$108,035,597
Asset value of US Government securities at beginning of year2012-12-31$97,266,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$15,313,249
Employer contributions (assets) at end of year2012-12-31$15,313,249
Income. Dividends from common stock2012-12-31$5,086,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$20,727,838
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$24,894,854
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$27,196,088
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$196,338,664
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$189,585,431
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$22,163,374
Aggregate carrying amount (costs) on sale of assets2012-12-31$16,414,374
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2010 : THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-1,813,546
Total unrealized appreciation/depreciation of assets2010-12-31$-1,813,546
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,749
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,750
Total income from all sources (including contributions)2010-12-31$42,762,121
Total loss/gain on sale of assets2010-12-31$22,692,301
Total of all expenses incurred2010-12-31$22,283,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$22,283,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$16,294,050
Value of total assets at end of year2010-12-31$333,978,570
Value of total assets at beginning of year2010-12-31$313,493,862
Total interest from all sources2010-12-31$1,861,738
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,726,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$22,283,412
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$7,261,683
Participant contributions at end of year2010-12-31$11,729,911
Participant contributions at beginning of year2010-12-31$11,255,041
Participant contributions at end of year2010-12-31$238,450
Participant contributions at beginning of year2010-12-31$262,819
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$755,942
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$796,083
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$7,749
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,750
Other income not declared elsewhere2010-12-31$876
Total non interest bearing cash at end of year2010-12-31$4,450,541
Total non interest bearing cash at beginning of year2010-12-31$422,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$20,478,709
Value of net assets at end of year (total assets less liabilities)2010-12-31$333,970,821
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$313,492,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest on participant loans2010-12-31$338,369
Income. Interest from US Government securities2010-12-31$1,473,083
Income. Interest from corporate debt instruments2010-12-31$49,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$501,179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,179
Asset value of US Government securities at end of year2010-12-31$59,160,213
Asset value of US Government securities at beginning of year2010-12-31$33,642,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$9,032,367
Employer contributions (assets) at end of year2010-12-31$9,022,702
Employer contributions (assets) at beginning of year2010-12-31$8,709,987
Income. Dividends from common stock2010-12-31$3,726,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$22,283,412
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$54,384,446
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$85,542,804
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$193,735,186
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$172,861,625
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$43,047,586
Aggregate carrying amount (costs) on sale of assets2010-12-31$20,355,285
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$14,392,585

Form 5500 Responses for THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY

2022: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2010: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered3090
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered3030
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered2946
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered2877
Insurance policy start date2019-01-02
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3