PHYSICIANS MUTUAL INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PHYSICIANS MUTUAL INSURANCE COMPANY & PHYSICIANS LIFE INSURANCE COMPANY PENSION PLAN
401k plan membership statisitcs for PHYSICIANS MUTUAL INSURANCE COMPANY & PHYSICIANS LIFE INSURANCE COMPANY PENSION PLAN
| Measure | Date | Value |
|---|
| 2019: PHYSICIANS MUTUAL INSURANCE COMPANY & PHYSICIANS LIFE INSURANCE COMPANY PENSION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-03-01 | 1,161 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-03-01 | 0 |
| Number of retired or separated participants receiving benefits | 2019-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-03-01 | 0 |
| Total of all active and inactive participants | 2019-03-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-03-01 | 0 |
| Total participants | 2019-03-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-03-01 | 0 |
| Market value of plan assets | 2019-02-28 | 107,303,391 |
| Acturial value of plan assets | 2019-02-28 | 105,768,349 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-02-28 | 48,139,686 |
| Number of terminated vested participants | 2019-02-28 | 375 |
| Fundng target for terminated vested participants | 2019-02-28 | 12,535,119 |
| Active participant vested funding target | 2019-02-28 | 16,061,751 |
| Number of active participants | 2019-02-28 | 345 |
| Total funding liabilities for active participants | 2019-02-28 | 16,428,912 |
| Total participant count | 2019-02-28 | 1,171 |
| Total funding target for all participants | 2019-02-28 | 77,103,717 |
| Balance at beginning of prior year after applicable adjustments | 2019-02-28 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-02-28 | 15,763,136 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-02-28 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-02-28 | 0 |
| Amount remaining of carryover balance | 2019-02-28 | 0 |
| Amount remaining of prefunding balance | 2019-02-28 | 15,763,136 |
| Present value of excess contributions | 2019-02-28 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-02-28 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-02-28 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-02-28 | 3,562,580 |
| Balance of carryovers at beginning of current year | 2019-02-28 | 0 |
| Balance of prefunding at beginning of current year | 2019-02-28 | 13,004,476 |
| Total employer contributions | 2019-02-28 | 0 |
| Total employee contributions | 2019-02-28 | 0 |
| Unpaid minimum required contributions for all prior years | 2019-02-28 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-02-28 | 0 |
| Minimum required contributions for current year target normal cost | 2019-02-28 | 60,000 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-02-28 | 0 |
| Additional cash requirement | 2019-02-28 | 0 |
| Unpaid minimum required contributions for current year | 2019-02-28 | 0 |
| Unpaid minimum required contributions for all years | 2019-02-28 | 0 |
| 2018: PHYSICIANS MUTUAL INSURANCE COMPANY & PHYSICIANS LIFE INSURANCE COMPANY PENSION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-03-01 | 1,171 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-03-01 | 333 |
| Number of retired or separated participants receiving benefits | 2018-03-01 | 399 |
| Number of other retired or separated participants entitled to future benefits | 2018-03-01 | 359 |
| Total of all active and inactive participants | 2018-03-01 | 1,091 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-03-01 | 70 |
| Total participants | 2018-03-01 | 1,161 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-03-01 | 0 |
| Market value of plan assets | 2018-02-28 | 136,006,510 |
| Acturial value of plan assets | 2018-02-28 | 134,764,392 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-02-28 | 57,439,166 |
| Number of terminated vested participants | 2018-02-28 | 392 |
| Fundng target for terminated vested participants | 2018-02-28 | 13,831,057 |
| Active participant vested funding target | 2018-02-28 | 28,017,431 |
| Number of active participants | 2018-02-28 | 427 |
| Total funding liabilities for active participants | 2018-02-28 | 28,445,464 |
| Total participant count | 2018-02-28 | 1,316 |
| Total funding target for all participants | 2018-02-28 | 99,715,687 |
| Balance at beginning of prior year after applicable adjustments | 2018-02-28 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-02-28 | 13,726,172 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-02-28 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-02-28 | 0 |
| Amount remaining of carryover balance | 2018-02-28 | 0 |
| Amount remaining of prefunding balance | 2018-02-28 | 13,726,172 |
| Present value of excess contributions | 2018-02-28 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-02-28 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-02-28 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2018-02-28 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-02-28 | 0 |
| Balance of carryovers at beginning of current year | 2018-02-28 | 0 |
| Balance of prefunding at beginning of current year | 2018-02-28 | 15,763,136 |
| Total employer contributions | 2018-02-28 | 0 |
| Total employee contributions | 2018-02-28 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-02-28 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-02-28 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-02-28 | 0 |
| Unpaid minimum required contributions for all prior years | 2018-02-28 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-02-28 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-02-28 | 0 |
| Minimum required contributions for current year target normal cost | 2018-02-28 | 75,000 |
| Net shortfall amortization installment of oustanding balance | 2018-02-28 | 0 |
| Waiver amortization installment | 2018-02-28 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-02-28 | 0 |
| Carryover balance elected to use to offset funding requirement | 2018-02-28 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2018-02-28 | 0 |
| Additional cash requirement | 2018-02-28 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-02-28 | 0 |
| Unpaid minimum required contributions for current year | 2018-02-28 | 0 |
| Unpaid minimum required contributions for all years | 2018-02-28 | 0 |
| 2017: PHYSICIANS MUTUAL INSURANCE COMPANY & PHYSICIANS LIFE INSURANCE COMPANY PENSION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-03-01 | 1,316 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-03-01 | 402 |
| Number of retired or separated participants receiving benefits | 2017-03-01 | 461 |
| Number of other retired or separated participants entitled to future benefits | 2017-03-01 | 373 |
| Total of all active and inactive participants | 2017-03-01 | 1,236 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-03-01 | 65 |
| Total participants | 2017-03-01 | 1,301 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-03-01 | 0 |
| Market value of plan assets | 2017-02-28 | 124,404,532 |
| Acturial value of plan assets | 2017-02-28 | 128,406,116 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-02-28 | 55,876,336 |
| Number of terminated vested participants | 2017-02-28 | 386 |
| Fundng target for terminated vested participants | 2017-02-28 | 13,164,704 |
| Active participant vested funding target | 2017-02-28 | 29,010,698 |
| Number of active participants | 2017-02-28 | 464 |
| Total funding liabilities for active participants | 2017-02-28 | 29,388,966 |
| Total participant count | 2017-02-28 | 1,323 |
| Total funding target for all participants | 2017-02-28 | 98,430,006 |
| Balance at beginning of prior year after applicable adjustments | 2017-02-28 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-02-28 | 14,531,200 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-02-28 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-02-28 | 0 |
| Amount remaining of carryover balance | 2017-02-28 | 0 |
| Amount remaining of prefunding balance | 2017-02-28 | 14,531,200 |
| Present value of excess contributions | 2017-02-28 | 5,422,935 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-02-28 | 5,763,495 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-02-28 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2017-02-28 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-02-28 | 0 |
| Balance of carryovers at beginning of current year | 2017-02-28 | 0 |
| Balance of prefunding at beginning of current year | 2017-02-28 | 13,726,172 |
| Total employer contributions | 2017-02-28 | 0 |
| Total employee contributions | 2017-02-28 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-02-28 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-02-28 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-02-28 | 0 |
| Unpaid minimum required contributions for all prior years | 2017-02-28 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-02-28 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-02-28 | 0 |
| Minimum required contributions for current year target normal cost | 2017-02-28 | 75,000 |
| Net shortfall amortization installment of oustanding balance | 2017-02-28 | 0 |
| Waiver amortization installment | 2017-02-28 | 0 |
| Waived amount of outstanding balance | 2017-02-28 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-02-28 | 0 |
| Carryover balance elected to use to offset funding requirement | 2017-02-28 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-02-28 | 0 |
| Additional cash requirement | 2017-02-28 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-02-28 | 0 |
| Unpaid minimum required contributions for current year | 2017-02-28 | 0 |
| Unpaid minimum required contributions for all years | 2017-02-28 | 0 |
| 2016: PHYSICIANS MUTUAL INSURANCE COMPANY & PHYSICIANS LIFE INSURANCE COMPANY PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-03-01 | 1,323 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-03-01 | 427 |
| Number of retired or separated participants receiving benefits | 2016-03-01 | 448 |
| Number of other retired or separated participants entitled to future benefits | 2016-03-01 | 385 |
| Total of all active and inactive participants | 2016-03-01 | 1,260 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-03-01 | 56 |
| Total participants | 2016-03-01 | 1,316 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-03-01 | 0 |
| 2015: PHYSICIANS MUTUAL INSURANCE COMPANY & PHYSICIANS LIFE INSURANCE COMPANY PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-03-01 | 1,333 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-03-01 | 464 |
| Number of retired or separated participants receiving benefits | 2015-03-01 | 428 |
| Number of other retired or separated participants entitled to future benefits | 2015-03-01 | 348 |
| Total of all active and inactive participants | 2015-03-01 | 1,240 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-03-01 | 83 |
| Total participants | 2015-03-01 | 1,323 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-03-01 | 0 |
| 2014: PHYSICIANS MUTUAL INSURANCE COMPANY & PHYSICIANS LIFE INSURANCE COMPANY PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-03-01 | 1,987 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-03-01 | 503 |
| Number of retired or separated participants receiving benefits | 2014-03-01 | 421 |
| Number of other retired or separated participants entitled to future benefits | 2014-03-01 | 363 |
| Total of all active and inactive participants | 2014-03-01 | 1,287 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-03-01 | 46 |
| Total participants | 2014-03-01 | 1,333 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-03-01 | 1 |
| 2013: PHYSICIANS MUTUAL INSURANCE COMPANY & PHYSICIANS LIFE INSURANCE COMPANY PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-03-01 | 1,998 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-03-01 | 537 |
| Number of retired or separated participants receiving benefits | 2013-03-01 | 398 |
| Number of other retired or separated participants entitled to future benefits | 2013-03-01 | 1,011 |
| Total of all active and inactive participants | 2013-03-01 | 1,946 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-03-01 | 41 |
| Total participants | 2013-03-01 | 1,987 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-03-01 | 1 |
| 2012: PHYSICIANS MUTUAL INSURANCE COMPANY & PHYSICIANS LIFE INSURANCE COMPANY PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-03-01 | 2,014 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-03-01 | 585 |
| Number of retired or separated participants receiving benefits | 2012-03-01 | 370 |
| Number of other retired or separated participants entitled to future benefits | 2012-03-01 | 1,006 |
| Total of all active and inactive participants | 2012-03-01 | 1,961 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-03-01 | 37 |
| Total participants | 2012-03-01 | 1,998 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-03-01 | 0 |
| 2011: PHYSICIANS MUTUAL INSURANCE COMPANY & PHYSICIANS LIFE INSURANCE COMPANY PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-03-01 | 2,033 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-03-01 | 627 |
| Number of retired or separated participants receiving benefits | 2011-03-01 | 349 |
| Number of other retired or separated participants entitled to future benefits | 2011-03-01 | 1,005 |
| Total of all active and inactive participants | 2011-03-01 | 1,981 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-03-01 | 33 |
| Total participants | 2011-03-01 | 2,014 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-03-01 | 0 |
| 2009: PHYSICIANS MUTUAL INSURANCE COMPANY & PHYSICIANS LIFE INSURANCE COMPANY PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-03-01 | 2,075 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 747 |
| Number of retired or separated participants receiving benefits | 2009-03-01 | 300 |
| Number of other retired or separated participants entitled to future benefits | 2009-03-01 | 972 |
| Total of all active and inactive participants | 2009-03-01 | 2,019 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-03-01 | 32 |
| Total participants | 2009-03-01 | 2,051 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-03-01 | 16 |
| Measure | Date | Value |
|---|
| 2020 : PHYSICIANS MUTUAL INSURANCE COMPANY & PHYSICIANS LIFE INSURANCE COMPANY PENSION PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-02-29 | $0 |
| Total transfer of assets from this plan | 2020-02-29 | $9,336,535 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-02-29 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-02-29 | $0 |
| Total income from all sources (including contributions) | 2020-02-29 | $14,592,836 |
| Total loss/gain on sale of assets | 2020-02-29 | $0 |
| Total of all expenses incurred | 2020-02-29 | $110,124,618 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-02-29 | $110,124,618 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-02-29 | $0 |
| Value of total assets at end of year | 2020-02-29 | $0 |
| Value of total assets at beginning of year | 2020-02-29 | $104,868,317 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-02-29 | $0 |
| Total interest from all sources | 2020-02-29 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-02-29 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-02-29 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2020-02-29 | $0 |
| Was this plan covered by a fidelity bond | 2020-02-29 | Yes |
| Value of fidelity bond cover | 2020-02-29 | $2,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-02-29 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-02-29 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-02-29 | No |
| Value of net income/loss | 2020-02-29 | $-95,531,782 |
| Value of net assets at end of year (total assets less liabilities) | 2020-02-29 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-02-29 | $104,868,317 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-02-29 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-02-29 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-02-29 | No |
| Value of interest in master investment trust accounts at end of year | 2020-02-29 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2020-02-29 | $104,868,317 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-02-29 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-02-29 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-02-29 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-02-29 | $110,124,618 |
| Did the plan have assets held for investment | 2020-02-29 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-02-29 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-02-29 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-02-29 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-02-29 | Disclaimer |
| Accountancy firm name | 2020-02-29 | LUTZ |
| Accountancy firm EIN | 2020-02-29 | 470625816 |
| 2019 : PHYSICIANS MUTUAL INSURANCE COMPANY & PHYSICIANS LIFE INSURANCE COMPANY PENSION PLAN 2019 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-02-28 | $0 |
| 2018 : PHYSICIANS MUTUAL INSURANCE COMPANY & PHYSICIANS LIFE INSURANCE COMPANY PENSION PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-02-28 | $-361,813 |
| Total unrealized appreciation/depreciation of assets | 2018-02-28 | $-361,813 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-02-28 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-02-28 | $0 |
| Total income from all sources (including contributions) | 2018-02-28 | $6,983,809 |
| Total loss/gain on sale of assets | 2018-02-28 | $0 |
| Total of all expenses incurred | 2018-02-28 | $6,680,759 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-02-28 | $6,680,759 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-02-28 | $0 |
| Value of total assets at end of year | 2018-02-28 | $143,121,251 |
| Value of total assets at beginning of year | 2018-02-28 | $142,818,201 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-02-28 | $0 |
| Total interest from all sources | 2018-02-28 | $482,105 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-02-28 | $247,411 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-02-28 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-02-28 | $247,411 |
| Was this plan covered by a fidelity bond | 2018-02-28 | Yes |
| Value of fidelity bond cover | 2018-02-28 | $2,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-02-28 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-02-28 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-02-28 | No |
| Value of net income/loss | 2018-02-28 | $303,050 |
| Value of net assets at end of year (total assets less liabilities) | 2018-02-28 | $143,121,251 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-02-28 | $142,818,201 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-02-28 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-02-28 | $101,258,298 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-02-28 | $120,636,444 |
| Value of interest in pooled separate accounts at end of year | 2018-02-28 | $24,764,327 |
| Interest earned on other investments | 2018-02-28 | $482,105 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-02-28 | $17,098,626 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-02-28 | $22,181,757 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-02-28 | $5,757,087 |
| Net investment gain/loss from pooled separate accounts | 2018-02-28 | $859,019 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-02-28 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-02-28 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-02-28 | $6,680,759 |
| Did the plan have assets held for investment | 2018-02-28 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-02-28 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-02-28 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-02-28 | Disclaimer |
| Accountancy firm name | 2018-02-28 | LUTZ |
| Accountancy firm EIN | 2018-02-28 | 470625816 |
| 2017 : PHYSICIANS MUTUAL INSURANCE COMPANY & PHYSICIANS LIFE INSURANCE COMPANY PENSION PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-02-28 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-02-28 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-02-28 | $0 |
| Total income from all sources (including contributions) | 2017-02-28 | $18,259,741 |
| Total loss/gain on sale of assets | 2017-02-28 | $0 |
| Total of all expenses incurred | 2017-02-28 | $6,607,455 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-02-28 | $6,607,455 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-02-28 | $0 |
| Value of total assets at end of year | 2017-02-28 | $142,818,201 |
| Value of total assets at beginning of year | 2017-02-28 | $131,165,915 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-02-28 | $0 |
| Total interest from all sources | 2017-02-28 | $615,000 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-02-28 | $161,541 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-02-28 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-02-28 | $161,541 |
| Was this plan covered by a fidelity bond | 2017-02-28 | Yes |
| Value of fidelity bond cover | 2017-02-28 | $2,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-02-28 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-02-28 | No |
| Other income not declared elsewhere | 2017-02-28 | $265,616 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-02-28 | No |
| Value of net income/loss | 2017-02-28 | $11,652,286 |
| Value of net assets at end of year (total assets less liabilities) | 2017-02-28 | $142,818,201 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-02-28 | $131,165,915 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-02-28 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-02-28 | $120,636,444 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-02-28 | $104,652,701 |
| Interest earned on other investments | 2017-02-28 | $615,000 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-02-28 | $22,181,757 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-02-28 | $20,513,214 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-02-28 | $609,896 |
| Net investment gain/loss from pooled separate accounts | 2017-02-28 | $16,607,688 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-02-28 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-02-28 | No |
| Employer contributions (assets) at beginning of year | 2017-02-28 | $6,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-02-28 | $6,607,455 |
| Did the plan have assets held for investment | 2017-02-28 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-02-28 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-02-28 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-02-28 | Disclaimer |
| Accountancy firm name | 2017-02-28 | LUTZ |
| Accountancy firm EIN | 2017-02-28 | 470625816 |
| 2016 : PHYSICIANS MUTUAL INSURANCE COMPANY & PHYSICIANS LIFE INSURANCE COMPANY PENSION PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-02-29 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-02-29 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-02-29 | $0 |
| Total income from all sources (including contributions) | 2016-02-29 | $-1,513,544 |
| Total loss/gain on sale of assets | 2016-02-29 | $0 |
| Total of all expenses incurred | 2016-02-29 | $6,770,476 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-02-29 | $6,770,476 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-02-29 | $6,000,000 |
| Value of total assets at end of year | 2016-02-29 | $131,165,915 |
| Value of total assets at beginning of year | 2016-02-29 | $139,449,935 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-02-29 | $0 |
| Total interest from all sources | 2016-02-29 | $767,975 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-02-29 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-02-29 | No |
| Was this plan covered by a fidelity bond | 2016-02-29 | Yes |
| Value of fidelity bond cover | 2016-02-29 | $2,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-02-29 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-02-29 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-02-29 | No |
| Value of net income/loss | 2016-02-29 | $-8,284,020 |
| Value of net assets at end of year (total assets less liabilities) | 2016-02-29 | $131,165,915 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-02-29 | $139,449,935 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-02-29 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-02-29 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-02-29 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-02-29 | $104,652,701 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-02-29 | $7,460,044 |
| Value of interest in pooled separate accounts at beginning of year | 2016-02-29 | $103,170,690 |
| Interest earned on other investments | 2016-02-29 | $767,975 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-02-29 | $20,513,214 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-02-29 | $22,819,201 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-02-29 | $230,584 |
| Net investment gain/loss from pooled separate accounts | 2016-02-29 | $-8,512,103 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-02-29 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-02-29 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-02-29 | No |
| Contributions received in cash from employer | 2016-02-29 | $6,000,000 |
| Employer contributions (assets) at end of year | 2016-02-29 | $6,000,000 |
| Employer contributions (assets) at beginning of year | 2016-02-29 | $6,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-02-29 | $6,770,476 |
| Did the plan have assets held for investment | 2016-02-29 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-02-29 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-02-29 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-02-29 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-02-29 | Disclaimer |
| Accountancy firm name | 2016-02-29 | LUTZ |
| Accountancy firm EIN | 2016-02-29 | 470625816 |
| 2015 : PHYSICIANS MUTUAL INSURANCE COMPANY & PHYSICIANS LIFE INSURANCE COMPANY PENSION PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-02-28 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-02-28 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-02-28 | $0 |
| Total income from all sources (including contributions) | 2015-02-28 | $15,965,163 |
| Total loss/gain on sale of assets | 2015-02-28 | $0 |
| Total of all expenses incurred | 2015-02-28 | $24,309,785 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-02-28 | $24,046,607 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-02-28 | $6,000,000 |
| Value of total assets at end of year | 2015-02-28 | $139,449,935 |
| Value of total assets at beginning of year | 2015-02-28 | $147,794,557 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-02-28 | $263,178 |
| Total interest from all sources | 2015-02-28 | $853,725 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-02-28 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-02-28 | No |
| Was this plan covered by a fidelity bond | 2015-02-28 | Yes |
| Value of fidelity bond cover | 2015-02-28 | $2,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-02-28 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-02-28 | No |
| Administrative expenses (other) incurred | 2015-02-28 | $237,818 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-02-28 | No |
| Value of net income/loss | 2015-02-28 | $-8,344,622 |
| Value of net assets at end of year (total assets less liabilities) | 2015-02-28 | $139,449,935 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-02-28 | $147,794,557 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-02-28 | No |
| Investment advisory and management fees | 2015-02-28 | $25,360 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-02-28 | $7,460,044 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-02-28 | $7,366,387 |
| Value of interest in pooled separate accounts at end of year | 2015-02-28 | $103,170,690 |
| Value of interest in pooled separate accounts at beginning of year | 2015-02-28 | $107,227,614 |
| Interest earned on other investments | 2015-02-28 | $853,725 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-02-28 | $22,819,201 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-02-28 | $27,200,556 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-02-28 | $1,138,033 |
| Net investment gain/loss from pooled separate accounts | 2015-02-28 | $7,973,405 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-02-28 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-02-28 | No |
| Contributions received in cash from employer | 2015-02-28 | $6,000,000 |
| Employer contributions (assets) at end of year | 2015-02-28 | $6,000,000 |
| Employer contributions (assets) at beginning of year | 2015-02-28 | $6,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-02-28 | $24,046,607 |
| Did the plan have assets held for investment | 2015-02-28 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-02-28 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-02-28 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-02-28 | Disclaimer |
| Accountancy firm name | 2015-02-28 | LUTZ |
| Accountancy firm EIN | 2015-02-28 | 470625816 |
| 2014 : PHYSICIANS MUTUAL INSURANCE COMPANY & PHYSICIANS LIFE INSURANCE COMPANY PENSION PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-02-28 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-02-28 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-02-28 | $0 |
| Total income from all sources (including contributions) | 2014-02-28 | $26,153,767 |
| Total loss/gain on sale of assets | 2014-02-28 | $0 |
| Total of all expenses incurred | 2014-02-28 | $6,105,060 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-02-28 | $6,105,060 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-02-28 | $6,000,000 |
| Value of total assets at end of year | 2014-02-28 | $147,794,557 |
| Value of total assets at beginning of year | 2014-02-28 | $127,745,850 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-02-28 | $0 |
| Total interest from all sources | 2014-02-28 | $826,784 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-02-28 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-02-28 | No |
| Was this plan covered by a fidelity bond | 2014-02-28 | Yes |
| Value of fidelity bond cover | 2014-02-28 | $2,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-02-28 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-02-28 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-02-28 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-02-28 | No |
| Value of net income/loss | 2014-02-28 | $20,048,707 |
| Value of net assets at end of year (total assets less liabilities) | 2014-02-28 | $147,794,557 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-02-28 | $127,745,850 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-02-28 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-02-28 | $7,366,387 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-02-28 | $7,279,442 |
| Value of interest in pooled separate accounts at end of year | 2014-02-28 | $107,227,614 |
| Value of interest in pooled separate accounts at beginning of year | 2014-02-28 | $90,218,606 |
| Interest earned on other investments | 2014-02-28 | $826,784 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-02-28 | $27,200,556 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-02-28 | $24,247,802 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-02-28 | $1,237,922 |
| Net investment gain/loss from pooled separate accounts | 2014-02-28 | $18,089,061 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-02-28 | No |
| Contributions received in cash from employer | 2014-02-28 | $6,000,000 |
| Employer contributions (assets) at end of year | 2014-02-28 | $6,000,000 |
| Employer contributions (assets) at beginning of year | 2014-02-28 | $6,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-02-28 | $6,105,060 |
| Did the plan have assets held for investment | 2014-02-28 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-02-28 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-02-28 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-02-28 | Disclaimer |
| Accountancy firm name | 2014-02-28 | LUTZ & CO |
| Accountancy firm EIN | 2014-02-28 | 470625816 |
| 2013 : PHYSICIANS MUTUAL INSURANCE COMPANY & PHYSICIANS LIFE INSURANCE COMPANY PENSION PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-02-28 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-02-28 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-02-28 | $0 |
| Total income from all sources (including contributions) | 2013-02-28 | $18,531,215 |
| Total loss/gain on sale of assets | 2013-02-28 | $0 |
| Total of all expenses incurred | 2013-02-28 | $5,015,042 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-02-28 | $5,015,042 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-02-28 | $8,000,000 |
| Value of total assets at end of year | 2013-02-28 | $127,745,850 |
| Value of total assets at beginning of year | 2013-02-28 | $114,229,677 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-02-28 | $0 |
| Total interest from all sources | 2013-02-28 | $789,040 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-02-28 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-02-28 | No |
| Was this plan covered by a fidelity bond | 2013-02-28 | Yes |
| Value of fidelity bond cover | 2013-02-28 | $2,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-02-28 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-02-28 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-02-28 | No |
| Value of net income/loss | 2013-02-28 | $13,516,173 |
| Value of net assets at end of year (total assets less liabilities) | 2013-02-28 | $127,745,850 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-02-28 | $114,229,677 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-02-28 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-02-28 | $7,279,442 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-02-28 | $7,008,639 |
| Value of interest in pooled separate accounts at end of year | 2013-02-28 | $90,218,606 |
| Value of interest in pooled separate accounts at beginning of year | 2013-02-28 | $81,140,483 |
| Interest earned on other investments | 2013-02-28 | $789,040 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-02-28 | $24,247,802 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-02-28 | $22,080,555 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-02-28 | $664,052 |
| Net investment gain/loss from pooled separate accounts | 2013-02-28 | $9,078,123 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-02-28 | No |
| Contributions received in cash from employer | 2013-02-28 | $8,000,000 |
| Employer contributions (assets) at end of year | 2013-02-28 | $6,000,000 |
| Employer contributions (assets) at beginning of year | 2013-02-28 | $4,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-02-28 | $5,015,042 |
| Did the plan have assets held for investment | 2013-02-28 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-02-28 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-02-28 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-02-28 | Disclaimer |
| Accountancy firm name | 2013-02-28 | LUTZ & CO |
| Accountancy firm EIN | 2013-02-28 | 470625816 |
| 2012 : PHYSICIANS MUTUAL INSURANCE COMPANY & PHYSICIANS LIFE INSURANCE COMPANY PENSION PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-02-29 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-02-29 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-02-29 | $0 |
| Total income from all sources (including contributions) | 2012-02-29 | $12,620,142 |
| Total loss/gain on sale of assets | 2012-02-29 | $0 |
| Total of all expenses incurred | 2012-02-29 | $4,541,319 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-02-29 | $4,541,319 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-02-29 | $9,000,000 |
| Value of total assets at end of year | 2012-02-29 | $114,229,677 |
| Value of total assets at beginning of year | 2012-02-29 | $106,150,854 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-02-29 | $0 |
| Total interest from all sources | 2012-02-29 | $803,956 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-02-29 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-02-29 | No |
| Was this plan covered by a fidelity bond | 2012-02-29 | Yes |
| Value of fidelity bond cover | 2012-02-29 | $2,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-02-29 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-02-29 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-02-29 | No |
| Value of net income/loss | 2012-02-29 | $8,078,823 |
| Value of net assets at end of year (total assets less liabilities) | 2012-02-29 | $114,229,677 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-02-29 | $106,150,854 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-02-29 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-02-29 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-02-29 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-02-29 | $7,008,639 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-02-29 | $6,821,042 |
| Value of interest in pooled separate accounts at end of year | 2012-02-29 | $81,140,483 |
| Value of interest in pooled separate accounts at beginning of year | 2012-02-29 | $78,757,376 |
| Interest earned on other investments | 2012-02-29 | $803,956 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-02-29 | $22,080,555 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-02-29 | $20,572,436 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-02-29 | $433,079 |
| Net investment gain/loss from pooled separate accounts | 2012-02-29 | $2,383,107 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-02-29 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-02-29 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-02-29 | No |
| Contributions received in cash from employer | 2012-02-29 | $9,000,000 |
| Employer contributions (assets) at end of year | 2012-02-29 | $4,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-02-29 | $4,541,319 |
| Did the plan have assets held for investment | 2012-02-29 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-02-29 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-02-29 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-02-29 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-02-29 | Disclaimer |
| Accountancy firm name | 2012-02-29 | LUTZ & CO |
| Accountancy firm EIN | 2012-02-29 | 470625816 |
| 2011 : PHYSICIANS MUTUAL INSURANCE COMPANY & PHYSICIANS LIFE INSURANCE COMPANY PENSION PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-02-28 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-02-28 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-02-28 | $0 |
| Total income from all sources (including contributions) | 2011-02-28 | $16,593,419 |
| Total loss/gain on sale of assets | 2011-02-28 | $0 |
| Total of all expenses incurred | 2011-02-28 | $4,426,561 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-02-28 | $4,350,494 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-02-28 | $1,706,000 |
| Value of total assets at end of year | 2011-02-28 | $106,150,854 |
| Value of total assets at beginning of year | 2011-02-28 | $93,983,996 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-02-28 | $76,067 |
| Total interest from all sources | 2011-02-28 | $946,312 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-02-28 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-02-28 | No |
| Was this plan covered by a fidelity bond | 2011-02-28 | Yes |
| Value of fidelity bond cover | 2011-02-28 | $2,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-02-28 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-02-28 | No |
| Administrative expenses (other) incurred | 2011-02-28 | $76,067 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-02-28 | No |
| Value of net income/loss | 2011-02-28 | $12,166,858 |
| Value of net assets at end of year (total assets less liabilities) | 2011-02-28 | $106,150,854 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-02-28 | $93,983,996 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-02-28 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-02-28 | $6,821,042 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-02-28 | $6,314,972 |
| Value of interest in pooled separate accounts at end of year | 2011-02-28 | $78,757,376 |
| Value of interest in pooled separate accounts at beginning of year | 2011-02-28 | $67,858,551 |
| Interest earned on other investments | 2011-02-28 | $946,312 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-02-28 | $20,572,436 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-02-28 | $19,810,473 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-02-28 | $981,657 |
| Net investment gain/loss from pooled separate accounts | 2011-02-28 | $12,959,450 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-02-28 | No |
| Contributions received in cash from employer | 2011-02-28 | $1,706,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-02-28 | $4,350,494 |
| Did the plan have assets held for investment | 2011-02-28 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-02-28 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-02-28 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-02-28 | Disclaimer |
| Accountancy firm name | 2011-02-28 | LUTZ & CO |
| Accountancy firm EIN | 2011-02-28 | 470625816 |
| 2010 : PHYSICIANS MUTUAL INSURANCE COMPANY & PHYSICIANS LIFE INSURANCE COMPANY PENSION PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-02-28 | $0 |
