401k Plan data: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN plan

PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	002

PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: PHYSICIANS MUTUAL INSURANCE COMPANY

Employer identification number (EIN): 470270450

NAIC Classification: 524140

Additional information about PHYSICIANS MUTUAL INSURANCE COMPANY

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 572616

More information about PHYSICIANS MUTUAL INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 LORI KIEFER
002 2016-01-01 LORI KIEFER
002 2015-01-01 LORI KIEFER LORI KIEFER 2016-08-22
002 2014-01-01 LORI KIEFER
002 2013-01-01 LORI KIEFER
002 2012-01-01 LORI KIEFER
002 2011-01-01 HOWARD DAUBERT
002 2009-01-01 LARRY BELDIN LARRY BELDIN 2010-10-14

Plan Statistics for PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,456
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 981
Number of retired or separated participants receiving benefits 2022-01-01 51
Number of other retired or separated participants entitled to future benefits 2022-01-01 460
Total of all active and inactive participants 2022-01-01 1,492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 8
Total participants 2022-01-01 1,500
Number of participants with account balances 2022-01-01 1,485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 105
2021: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,424
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 964
Number of retired or separated participants receiving benefits 2021-01-01 53
Number of other retired or separated participants entitled to future benefits 2021-01-01 431
Total of all active and inactive participants 2021-01-01 1,448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 8
Total participants 2021-01-01 1,456
Number of participants with account balances 2021-01-01 1,440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 123
2020: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,443
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 961
Number of retired or separated participants receiving benefits 2020-01-01 50
Number of other retired or separated participants entitled to future benefits 2020-01-01 404
Total of all active and inactive participants 2020-01-01 1,415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 9
Total participants 2020-01-01 1,424
Number of participants with account balances 2020-01-01 1,406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 87
2019: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,421
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 976
Number of retired or separated participants receiving benefits 2019-01-01 54
Number of other retired or separated participants entitled to future benefits 2019-01-01 404
Total of all active and inactive participants 2019-01-01 1,434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 9
Total participants 2019-01-01 1,443
Number of participants with account balances 2019-01-01 1,424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 120
2018: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,413
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 992
Number of retired or separated participants receiving benefits 2018-01-01 45
Number of other retired or separated participants entitled to future benefits 2018-01-01 378
Total of all active and inactive participants 2018-01-01 1,415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 6
Total participants 2018-01-01 1,421
Number of participants with account balances 2018-01-01 1,401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 104
2017: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,392
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 992
Number of retired or separated participants receiving benefits 2017-01-01 42
Number of other retired or separated participants entitled to future benefits 2017-01-01 373
Total of all active and inactive participants 2017-01-01 1,407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 6
Total participants 2017-01-01 1,413
Number of participants with account balances 2017-01-01 1,396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 115
2016: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,374
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 978
Number of retired or separated participants receiving benefits 2016-01-01 34
Number of other retired or separated participants entitled to future benefits 2016-01-01 374
Total of all active and inactive participants 2016-01-01 1,386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 6
Total participants 2016-01-01 1,392
Number of participants with account balances 2016-01-01 1,379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 116
2015: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,334
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 982
Number of retired or separated participants receiving benefits 2015-01-01 28
Number of other retired or separated participants entitled to future benefits 2015-01-01 360
Total of all active and inactive participants 2015-01-01 1,370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 4
Total participants 2015-01-01 1,374
Number of participants with account balances 2015-01-01 1,359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 112
2014: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,375
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 977
Number of retired or separated participants receiving benefits 2014-01-01 25
Number of other retired or separated participants entitled to future benefits 2014-01-01 328
Total of all active and inactive participants 2014-01-01 1,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 4
Total participants 2014-01-01 1,334
Number of participants with account balances 2014-01-01 1,332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 107
2013: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,301
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,016
Number of retired or separated participants receiving benefits 2013-01-01 24
Number of other retired or separated participants entitled to future benefits 2013-01-01 329
Total of all active and inactive participants 2013-01-01 1,369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 6
Total participants 2013-01-01 1,375
Number of participants with account balances 2013-01-01 1,317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 104
2012: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,266
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 986
Number of retired or separated participants receiving benefits 2012-01-01 20
Number of other retired or separated participants entitled to future benefits 2012-01-01 292
Total of all active and inactive participants 2012-01-01 1,298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 3
Total participants 2012-01-01 1,301
Number of participants with account balances 2012-01-01 1,292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 83
2011: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,280
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 967
Number of retired or separated participants receiving benefits 2011-01-01 19
Number of other retired or separated participants entitled to future benefits 2011-01-01 278
Total of all active and inactive participants 2011-01-01 1,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 1,266
Number of participants with account balances 2011-01-01 1,265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 88
2009: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,395
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 977
Number of retired or separated participants receiving benefits 2009-01-01 9
Number of other retired or separated participants entitled to future benefits 2009-01-01 304
Total of all active and inactive participants 2009-01-01 1,290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 1,292
Number of participants with account balances 2009-01-01 1,272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 103

Measure	Date	Value
2022: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,456
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	981
Number of retired or separated participants receiving benefits	2022-01-01	51
Number of other retired or separated participants entitled to future benefits	2022-01-01	460
Total of all active and inactive participants	2022-01-01	1,492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	8
Total participants	2022-01-01	1,500
Number of participants with account balances	2022-01-01	1,485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	105
2021: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,424
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	964
Number of retired or separated participants receiving benefits	2021-01-01	53
Number of other retired or separated participants entitled to future benefits	2021-01-01	431
Total of all active and inactive participants	2021-01-01	1,448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	8
Total participants	2021-01-01	1,456
Number of participants with account balances	2021-01-01	1,440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	123
2020: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,443
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	961
Number of retired or separated participants receiving benefits	2020-01-01	50
Number of other retired or separated participants entitled to future benefits	2020-01-01	404
Total of all active and inactive participants	2020-01-01	1,415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	9
Total participants	2020-01-01	1,424
Number of participants with account balances	2020-01-01	1,406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	87
2019: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,421
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	976
Number of retired or separated participants receiving benefits	2019-01-01	54
Number of other retired or separated participants entitled to future benefits	2019-01-01	404
Total of all active and inactive participants	2019-01-01	1,434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	9
Total participants	2019-01-01	1,443
Number of participants with account balances	2019-01-01	1,424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	120
2018: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,413
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	992
Number of retired or separated participants receiving benefits	2018-01-01	45
Number of other retired or separated participants entitled to future benefits	2018-01-01	378
Total of all active and inactive participants	2018-01-01	1,415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	6
Total participants	2018-01-01	1,421
Number of participants with account balances	2018-01-01	1,401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	104
2017: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,392
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	992
Number of retired or separated participants receiving benefits	2017-01-01	42
Number of other retired or separated participants entitled to future benefits	2017-01-01	373
Total of all active and inactive participants	2017-01-01	1,407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	6
Total participants	2017-01-01	1,413
Number of participants with account balances	2017-01-01	1,396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	115
2016: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,374
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	978
Number of retired or separated participants receiving benefits	2016-01-01	34
Number of other retired or separated participants entitled to future benefits	2016-01-01	374
Total of all active and inactive participants	2016-01-01	1,386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	6
Total participants	2016-01-01	1,392
Number of participants with account balances	2016-01-01	1,379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	116
2015: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,334
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	982
Number of retired or separated participants receiving benefits	2015-01-01	28
Number of other retired or separated participants entitled to future benefits	2015-01-01	360
Total of all active and inactive participants	2015-01-01	1,370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	4
Total participants	2015-01-01	1,374
Number of participants with account balances	2015-01-01	1,359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	112
2014: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,375
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	977
Number of retired or separated participants receiving benefits	2014-01-01	25
Number of other retired or separated participants entitled to future benefits	2014-01-01	328
Total of all active and inactive participants	2014-01-01	1,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	4
Total participants	2014-01-01	1,334
Number of participants with account balances	2014-01-01	1,332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	107
2013: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,301
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,016
Number of retired or separated participants receiving benefits	2013-01-01	24
Number of other retired or separated participants entitled to future benefits	2013-01-01	329
Total of all active and inactive participants	2013-01-01	1,369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	6
Total participants	2013-01-01	1,375
Number of participants with account balances	2013-01-01	1,317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	104
2012: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,266
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	986
Number of retired or separated participants receiving benefits	2012-01-01	20
Number of other retired or separated participants entitled to future benefits	2012-01-01	292
Total of all active and inactive participants	2012-01-01	1,298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	3
Total participants	2012-01-01	1,301
Number of participants with account balances	2012-01-01	1,292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	83
2011: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,280
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	967
Number of retired or separated participants receiving benefits	2011-01-01	19
Number of other retired or separated participants entitled to future benefits	2011-01-01	278
Total of all active and inactive participants	2011-01-01	1,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	1,266
Number of participants with account balances	2011-01-01	1,265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	88
2009: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,395
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	977
Number of retired or separated participants receiving benefits	2009-01-01	9
Number of other retired or separated participants entitled to future benefits	2009-01-01	304
Total of all active and inactive participants	2009-01-01	1,290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	1,292
Number of participants with account balances	2009-01-01	1,272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	103

Financial Data on PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2022 : PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-31,088,994
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$10,396,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$10,139,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$8,968,203
Value of total assets at end of year	2022-12-31	$214,287,770
Value of total assets at beginning of year	2022-12-31	$255,773,645
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$257,524
Total interest from all sources	2022-12-31	$131,573
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$7,088,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$7,088,019
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$6,782,480
Participant contributions at end of year	2022-12-31	$2,758,542
Participant contributions at beginning of year	2022-12-31	$2,837,084
Participant contributions at end of year	2022-12-31	$28,632
Participant contributions at beginning of year	2022-12-31	$19,208
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$196,087
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$1,308
Other income not declared elsewhere	2022-12-31	$8,723
Administrative expenses (other) incurred	2022-12-31	$257,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-41,485,875
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$214,287,770
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$255,773,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$187,225,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$230,370,939
Interest on participant loans	2022-12-31	$131,573
Value of interest in common/collective trusts at end of year	2022-12-31	$24,261,724
Value of interest in common/collective trusts at beginning of year	2022-12-31	$22,539,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-47,659,932
Net investment gain or loss from common/collective trusts	2022-12-31	$374,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,989,636
Employer contributions (assets) at end of year	2022-12-31	$13,519
Employer contributions (assets) at beginning of year	2022-12-31	$6,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$10,138,049
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LUTZ & CO
Accountancy firm EIN	2022-12-31	470625816
2021 : PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$38,241,683
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$17,255,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$16,981,559
Value of total corrective distributions	2021-12-31	$493
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$8,311,801
Value of total assets at end of year	2021-12-31	$255,773,645
Value of total assets at beginning of year	2021-12-31	$234,787,837
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$273,823
Total interest from all sources	2021-12-31	$147,383
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$10,853,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$10,853,022
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$6,339,038
Participant contributions at end of year	2021-12-31	$2,837,084
Participant contributions at beginning of year	2021-12-31	$3,059,401
Participant contributions at end of year	2021-12-31	$19,208
Participant contributions at beginning of year	2021-12-31	$18,045
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$346,932
Other income not declared elsewhere	2021-12-31	$4,968
Administrative expenses (other) incurred	2021-12-31	$273,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$20,985,808
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$255,773,645
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$234,787,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$230,370,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$206,843,425
Interest on participant loans	2021-12-31	$147,383
Value of interest in common/collective trusts at end of year	2021-12-31	$22,539,875
Value of interest in common/collective trusts at beginning of year	2021-12-31	$24,860,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$18,583,121
Net investment gain or loss from common/collective trusts	2021-12-31	$341,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,625,831
Employer contributions (assets) at end of year	2021-12-31	$6,539
Employer contributions (assets) at beginning of year	2021-12-31	$6,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$16,981,559
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LUTZ & CO.
Accountancy firm EIN	2021-12-31	470625816
2020 : PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$9,336,535
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	$40,094,210
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$13,227,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$12,978,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$9,551,020
Value of total assets at end of year	2020-12-31	$234,787,837
Value of total assets at beginning of year	2020-12-31	$198,584,223
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$248,417
Total interest from all sources	2020-12-31	$173,870
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$6,352,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$6,352,996
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$6,069,656
Participant contributions at end of year	2020-12-31	$3,059,401
Participant contributions at beginning of year	2020-12-31	$3,142,965
Participant contributions at end of year	2020-12-31	$18,045
Participant contributions at beginning of year	2020-12-31	$15,070
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,664,577
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$248,417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$26,867,079
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$234,787,837
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$198,584,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$206,843,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$174,919,362
Interest on participant loans	2020-12-31	$173,870
Value of interest in common/collective trusts at end of year	2020-12-31	$24,860,862
Value of interest in common/collective trusts at beginning of year	2020-12-31	$17,827,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$23,526,751
Net investment gain or loss from common/collective trusts	2020-12-31	$489,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,816,787
Employer contributions (assets) at end of year	2020-12-31	$6,104
Employer contributions (assets) at beginning of year	2020-12-31	$2,679,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$12,978,714
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LUTZ & CO.
Accountancy firm EIN	2020-12-31	470625816
2019 : PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$49,728,506
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$9,379,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$9,149,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$16,321,468
Value of total assets at end of year	2019-12-31	$198,584,223
Value of total assets at beginning of year	2019-12-31	$158,235,695
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$230,539
Total interest from all sources	2019-12-31	$174,899
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$6,954,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$6,954,078
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$5,758,092
Participant contributions at end of year	2019-12-31	$3,142,965
Participant contributions at beginning of year	2019-12-31	$3,166,628
Participant contributions at end of year	2019-12-31	$15,070
Participant contributions at beginning of year	2019-12-31	$20,353
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$6,075,838
Other income not declared elsewhere	2019-12-31	$646
Administrative expenses (other) incurred	2019-12-31	$230,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$40,348,528
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$198,584,223
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$158,235,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$174,919,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$133,910,968
Interest on participant loans	2019-12-31	$174,899
Value of interest in common/collective trusts at end of year	2019-12-31	$17,827,381
Value of interest in common/collective trusts at beginning of year	2019-12-31	$18,546,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$25,837,191
Net investment gain or loss from common/collective trusts	2019-12-31	$440,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$4,487,538
Employer contributions (assets) at end of year	2019-12-31	$2,679,445
Employer contributions (assets) at beginning of year	2019-12-31	$2,591,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$9,149,439
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LUTZ & CO.
Accountancy firm EIN	2019-12-31	470625816
2018 : PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$2,013,056
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$6,953,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$6,743,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$9,900,081
Value of total assets at end of year	2018-12-31	$158,235,695
Value of total assets at beginning of year	2018-12-31	$163,175,898
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$209,491
Total interest from all sources	2018-12-31	$153,518
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$5,864,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$5,864,948
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$5,434,820
Participant contributions at end of year	2018-12-31	$3,166,628
Participant contributions at beginning of year	2018-12-31	$3,119,489
Participant contributions at end of year	2018-12-31	$20,353
Participant contributions at beginning of year	2018-12-31	$17,846
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$247,385
Administrative expenses (other) incurred	2018-12-31	$209,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-4,940,203
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$158,235,695
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$163,175,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$133,910,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$141,378,148
Interest on participant loans	2018-12-31	$153,518
Value of interest in common/collective trusts at end of year	2018-12-31	$18,546,151
Value of interest in common/collective trusts at beginning of year	2018-12-31	$16,162,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-14,291,070
Net investment gain or loss from common/collective trusts	2018-12-31	$385,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$4,217,876
Employer contributions (assets) at end of year	2018-12-31	$2,591,595
Employer contributions (assets) at beginning of year	2018-12-31	$2,497,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$6,743,768
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	LUTZ & CO
Accountancy firm EIN	2018-12-31	470625816
2017 : PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$32,272,864
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$10,281,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$10,105,116
Value of total corrective distributions	2017-12-31	$791
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$9,700,466
Value of total assets at end of year	2017-12-31	$163,175,898
Value of total assets at beginning of year	2017-12-31	$141,184,123
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$175,182
Total interest from all sources	2017-12-31	$129,446
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$5,049,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$5,049,769
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$5,358,970
Participant contributions at end of year	2017-12-31	$3,119,489
Participant contributions at beginning of year	2017-12-31	$2,892,251
Participant contributions at end of year	2017-12-31	$17,846
Participant contributions at beginning of year	2017-12-31	$22,423
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$70,504
Administrative expenses (other) incurred	2017-12-31	$175,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$21,991,775
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$163,175,898
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$141,184,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$141,378,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$117,849,324
Interest on participant loans	2017-12-31	$129,446
Value of interest in common/collective trusts at end of year	2017-12-31	$16,162,642
Value of interest in common/collective trusts at beginning of year	2017-12-31	$17,940,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$17,082,978
Net investment gain or loss from common/collective trusts	2017-12-31	$310,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$4,270,992
Employer contributions (assets) at end of year	2017-12-31	$2,497,773
Employer contributions (assets) at beginning of year	2017-12-31	$2,479,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$10,105,116
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	LUTZ & CO
Accountancy firm EIN	2017-12-31	470625816
2016 : PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$20,227,472
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$8,329,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$8,239,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$10,428,830
Value of total assets at end of year	2016-12-31	$141,184,123
Value of total assets at beginning of year	2016-12-31	$129,286,313
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$90,458
Total interest from all sources	2016-12-31	$137,868
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$4,609,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$4,609,376
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$5,148,609
Participant contributions at end of year	2016-12-31	$2,892,251
Participant contributions at beginning of year	2016-12-31	$3,691,549
Participant contributions at end of year	2016-12-31	$22,423
Participant contributions at beginning of year	2016-12-31	$11,703
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,066,115
Administrative expenses (other) incurred	2016-12-31	$90,458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$11,897,810
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$141,184,123
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$129,286,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$117,849,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$104,878,817
Interest on participant loans	2016-12-31	$137,868
Value of interest in common/collective trusts at end of year	2016-12-31	$17,940,964
Value of interest in common/collective trusts at beginning of year	2016-12-31	$18,366,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$4,712,328
Net investment gain or loss from common/collective trusts	2016-12-31	$339,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$4,214,106
Employer contributions (assets) at end of year	2016-12-31	$2,479,161
Employer contributions (assets) at beginning of year	2016-12-31	$2,337,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$8,239,204
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	LUTZ & CO
Accountancy firm EIN	2016-12-31	470625816
2015 : PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$0
Total income from all sources (including contributions)	2015-12-31	$8,935,722
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$6,699,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$6,593,891
Value of total corrective distributions	2015-12-31	$18,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$9,334,075
Value of total assets at end of year	2015-12-31	$129,286,313
Value of total assets at beginning of year	2015-12-31	$127,049,638
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$86,816
Total interest from all sources	2015-12-31	$155,220
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$5,463,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$5,463,052
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$4,859,301
Participant contributions at end of year	2015-12-31	$3,691,549
Participant contributions at beginning of year	2015-12-31	$3,719,122
Participant contributions at end of year	2015-12-31	$11,703
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$460,991
Administrative expenses (other) incurred	2015-12-31	$86,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$2,236,675
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$129,286,313
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$127,049,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$104,878,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$103,835,410
Interest on participant loans	2015-12-31	$155,220
Value of interest in common/collective trusts at end of year	2015-12-31	$18,366,890
Value of interest in common/collective trusts at beginning of year	2015-12-31	$17,102,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-5,852,799
Net investment gain or loss from common/collective trusts	2015-12-31	$-163,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$4,013,783
Employer contributions (assets) at end of year	2015-12-31	$2,337,354
Employer contributions (assets) at beginning of year	2015-12-31	$2,392,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$6,593,891
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	LUTZ & CO
Accountancy firm EIN	2015-12-31	470625816
2014 : PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$17,167,584
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$6,769,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$6,689,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$9,235,317
Value of total assets at end of year	2014-12-31	$127,049,638
Value of total assets at beginning of year	2014-12-31	$116,651,093
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$79,587
Total interest from all sources	2014-12-31	$147,106
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$4,286,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$4,286,346
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$4,584,749
Participant contributions at end of year	2014-12-31	$3,719,122
Participant contributions at beginning of year	2014-12-31	$3,571,831
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$10,135
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$652,405
Administrative expenses (other) incurred	2014-12-31	$79,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$10,398,545
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$127,049,638
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$116,651,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$103,835,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$94,054,943
Interest on participant loans	2014-12-31	$147,106
Value of interest in common/collective trusts at end of year	2014-12-31	$17,102,982
Value of interest in common/collective trusts at beginning of year	2014-12-31	$16,649,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$3,140,749
Net investment gain or loss from common/collective trusts	2014-12-31	$358,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$3,998,163
Employer contributions (assets) at end of year	2014-12-31	$2,392,124
Employer contributions (assets) at beginning of year	2014-12-31	$2,364,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$6,689,452
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	LUTZ & CO
Accountancy firm EIN	2014-12-31	470625816
2013 : PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$24,695,550
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$6,078,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$6,016,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$8,349,948
Value of total assets at end of year	2013-12-31	$116,651,093
Value of total assets at beginning of year	2013-12-31	$98,033,743
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$62,090
Total interest from all sources	2013-12-31	$140,743
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$2,839,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$2,839,818
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$4,462,492
Participant contributions at end of year	2013-12-31	$3,571,831
Participant contributions at beginning of year	2013-12-31	$3,381,128
Participant contributions at end of year	2013-12-31	$10,135
Participant contributions at beginning of year	2013-12-31	$15,554
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$33,433
Administrative expenses (other) incurred	2013-12-31	$62,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$18,617,350
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$116,651,093
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$98,033,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$94,054,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$74,825,559
Interest on participant loans	2013-12-31	$140,743
Value of interest in common/collective trusts at end of year	2013-12-31	$16,649,570
Value of interest in common/collective trusts at beginning of year	2013-12-31	$17,404,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$13,475,635
Net investment gain or loss from common/collective trusts	2013-12-31	$-110,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$3,854,023
Employer contributions (assets) at end of year	2013-12-31	$2,364,614
Employer contributions (assets) at beginning of year	2013-12-31	$2,407,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$6,016,110
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	LUTZ & COMPANY, PC
Accountancy firm EIN	2013-12-31	470625816
2012 : PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$18,264,131
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$6,943,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$6,890,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$8,425,974
Value of total assets at end of year	2012-12-31	$98,033,743
Value of total assets at beginning of year	2012-12-31	$86,713,142
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$53,204
Total interest from all sources	2012-12-31	$135,448
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$2,185,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$2,185,080
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$4,364,858
Participant contributions at end of year	2012-12-31	$3,381,128
Participant contributions at beginning of year	2012-12-31	$2,988,047
Participant contributions at end of year	2012-12-31	$15,554
Participant contributions at beginning of year	2012-12-31	$10,279
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$142,237
Other income not declared elsewhere	2012-12-31	$248
Administrative expenses (other) incurred	2012-12-31	$53,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$11,320,601
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$98,033,743
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$86,713,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$74,825,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$65,635,603
Interest on participant loans	2012-12-31	$135,448
Value of interest in common/collective trusts at end of year	2012-12-31	$17,404,219
Value of interest in common/collective trusts at beginning of year	2012-12-31	$15,715,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$7,010,605
Net investment gain or loss from common/collective trusts	2012-12-31	$506,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$3,918,879
Employer contributions (assets) at end of year	2012-12-31	$2,407,283
Employer contributions (assets) at beginning of year	2012-12-31	$2,363,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$6,890,326
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	LUTZ & COMPANY, PC
Accountancy firm EIN	2012-12-31	470625816
2011 : PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$8,495,082
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$5,099,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$5,038,572
Expenses. Certain deemed distributions of participant loans	2011-12-31	$14,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$8,078,843
Value of total assets at end of year	2011-12-31	$86,713,142
Value of total assets at beginning of year	2011-12-31	$83,317,487
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$46,052
Total interest from all sources	2011-12-31	$125,825
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,821,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$1,821,020
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$4,218,878
Participant contributions at end of year	2011-12-31	$2,988,047
Participant contributions at beginning of year	2011-12-31	$2,706,031
Participant contributions at end of year	2011-12-31	$10,279
Participant contributions at beginning of year	2011-12-31	$8,949
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$81,132
Other income not declared elsewhere	2011-12-31	$-1,756
Administrative expenses (other) incurred	2011-12-31	$46,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$3,395,655
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$86,713,142
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$83,317,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$65,635,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$64,183,830
Interest on participant loans	2011-12-31	$125,825
Value of interest in common/collective trusts at end of year	2011-12-31	$15,715,676
Value of interest in common/collective trusts at beginning of year	2011-12-31	$14,050,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-2,114,588
Net investment gain or loss from common/collective trusts	2011-12-31	$585,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$3,778,833
Employer contributions (assets) at end of year	2011-12-31	$2,363,537
Employer contributions (assets) at beginning of year	2011-12-31	$2,368,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$5,038,572
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	LUTZ & COMPANY, PC
Accountancy firm EIN	2011-12-31	470625816
2010 : PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$16,868,902
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$4,536,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$4,495,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$8,362,512
Value of total assets at end of year	2010-12-31	$83,317,487
Value of total assets at beginning of year	2010-12-31	$70,985,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$41,787
Total interest from all sources	2010-12-31	$129,447
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,371,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$1,371,473
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$4,173,723
Participant contributions at end of year	2010-12-31	$2,706,031
Participant contributions at beginning of year	2010-12-31	$2,276,367
Participant contributions at end of year	2010-12-31	$8,949
Participant contributions at beginning of year	2010-12-31	$7,775
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$309,478
Administrative expenses (other) incurred	2010-12-31	$41,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$12,332,091
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$83,317,487
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$70,985,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$64,183,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$53,418,921
Interest on participant loans	2010-12-31	$129,447
Value of interest in common/collective trusts at end of year	2010-12-31	$14,050,235
Value of interest in common/collective trusts at beginning of year	2010-12-31	$14,619,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$6,394,105
Net investment gain or loss from common/collective trusts	2010-12-31	$611,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$3,879,311
Employer contributions (assets) at end of year	2010-12-31	$2,368,442
Employer contributions (assets) at beginning of year	2010-12-31	$662,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$4,495,024
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	LUTZ & COMPANY, PC
Accountancy firm EIN	2010-12-31	470625816

Form 5500 Responses for PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN

2022: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PHYSICIANS MUTUAL INSURANCE COMPANY
Employer identification number (EIN):	470270450
NAIC Classification:	524140

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	572616