401k Plan data: PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN plan

PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN 401k Plan overview

Plan Name	PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN
Plan identification number	003

PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits. 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 INSURANCE COMPANY PENSION AND BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-03-01
003 2021-03-01
003 2020-03-01
003 2019-03-01
003 2018-03-01

Plan Statistics for PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN

401k plan membership statisitcs for PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN

Measure Date Value
2023: PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN 2023 401k membership
Market value of plan assets 2023-02-28 28,736,258
Acturial value of plan assets 2023-02-28 28,736,258
Funding target for retired participants and beneficiaries receiving payment 2023-02-28 18,207,647
Number of terminated vested participants 2023-02-28 4
Fundng target for terminated vested participants 2023-02-28 362,284
Active participant vested funding target 2023-02-28 3,415,660
Number of active participants 2023-02-28 18
Total funding liabilities for active participants 2023-02-28 3,415,660
Total participant count 2023-02-28 114
Total funding target for all participants 2023-02-28 21,985,591
Balance at beginning of prior year after applicable adjustments 2023-02-28 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-02-28 4,505,503
Carryover balanced portion elected for use to offset prior years funding requirement 2023-02-28 0
Prefunding balanced used to offset prior years funding requirement 2023-02-28 0
Amount remaining of carryover balance 2023-02-28 0
Amount remaining of prefunding balance 2023-02-28 4,505,503
Present value of excess contributions 2023-02-28 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-02-28 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-02-28 0
Reductions in caryover balances due to elections or deemed elections 2023-02-28 0
Reductions in prefunding balances due to elections or deemed elections 2023-02-28 0
Balance of carryovers at beginning of current year 2023-02-28 0
Balance of prefunding at beginning of current year 2023-02-28 4,395,569
Total employer contributions 2023-02-28 0
Total employee contributions 2023-02-28 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-02-28 0
Contributions made to avoid restrictions adjusted to valuation date 2023-02-28 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-02-28 0
Unpaid minimum required contributions for all prior years 2023-02-28 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-02-28 0
Remaining amount of unpaid minimum required contributions 2023-02-28 0
Minimum required contributions for current year target normal cost 2023-02-28 0
Net shortfall amortization installment of oustanding balance 2023-02-28 0
Waiver amortization installment 2023-02-28 0
Total funding amount beforereflecting carryover/prefunding balances 2023-02-28 0
Carryover balance elected to use to offset funding requirement 2023-02-28 0
Prefunding balance elected to use to offset funding requirement 2023-02-28 0
Additional cash requirement 2023-02-28 0
Contributions allocatedtoward minimum required contributions for current year 2023-02-28 0
Unpaid minimum required contributions for current year 2023-02-28 0
Unpaid minimum required contributions for all years 2023-02-28 0
2022: PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-03-01 114
Total number of active participants reported on line 7a of the Form 5500 2022-03-01 14
Number of retired or separated participants receiving benefits 2022-03-01 97
Number of other retired or separated participants entitled to future benefits 2022-03-01 1
Total of all active and inactive participants 2022-03-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-03-01 1
Total participants 2022-03-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-03-01 0
Market value of plan assets 2022-02-28 31,104,442
Acturial value of plan assets 2022-02-28 31,104,442
Funding target for retired participants and beneficiaries receiving payment 2022-02-28 16,926,553
Number of terminated vested participants 2022-02-28 4
Fundng target for terminated vested participants 2022-02-28 587,841
Active participant vested funding target 2022-02-28 4,953,239
Number of active participants 2022-02-28 28
Total funding liabilities for active participants 2022-02-28 4,953,239
Total participant count 2022-02-28 117
Total funding target for all participants 2022-02-28 22,467,633
Balance at beginning of prior year after applicable adjustments 2022-02-28 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-02-28 4,563,459
Carryover balanced portion elected for use to offset prior years funding requirement 2022-02-28 0
Prefunding balanced used to offset prior years funding requirement 2022-02-28 0
Amount remaining of carryover balance 2022-02-28 0
Amount remaining of prefunding balance 2022-02-28 4,563,459
Present value of excess contributions 2022-02-28 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-02-28 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-02-28 0
Reductions in caryover balances due to elections or deemed elections 2022-02-28 0
Reductions in prefunding balances due to elections or deemed elections 2022-02-28 0
Balance of carryovers at beginning of current year 2022-02-28 0
Balance of prefunding at beginning of current year 2022-02-28 4,505,503
Total employer contributions 2022-02-28 0
Total employee contributions 2022-02-28 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-02-28 0
Contributions made to avoid restrictions adjusted to valuation date 2022-02-28 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-02-28 0
Unpaid minimum required contributions for all prior years 2022-02-28 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-02-28 0
Remaining amount of unpaid minimum required contributions 2022-02-28 0
Minimum required contributions for current year target normal cost 2022-02-28 0
Net shortfall amortization installment of oustanding balance 2022-02-28 0
Waiver amortization installment 2022-02-28 0
Total funding amount beforereflecting carryover/prefunding balances 2022-02-28 0
Carryover balance elected to use to offset funding requirement 2022-02-28 0
Prefunding balance elected to use to offset funding requirement 2022-02-28 0
Additional cash requirement 2022-02-28 0
Contributions allocatedtoward minimum required contributions for current year 2022-02-28 0
Unpaid minimum required contributions for current year 2022-02-28 0
Unpaid minimum required contributions for all years 2022-02-28 0
2021: PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-03-01 117
Total number of active participants reported on line 7a of the Form 5500 2021-03-01 18
Number of retired or separated participants receiving benefits 2021-03-01 91
Number of other retired or separated participants entitled to future benefits 2021-03-01 4
Total of all active and inactive participants 2021-03-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-03-01 1
Total participants 2021-03-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-03-01 0
Market value of plan assets 2021-02-28 32,956,726
Acturial value of plan assets 2021-02-28 32,956,726
Funding target for retired participants and beneficiaries receiving payment 2021-02-28 15,789,347
Number of terminated vested participants 2021-02-28 3
Fundng target for terminated vested participants 2021-02-28 384,630
Active participant vested funding target 2021-02-28 6,667,437
Number of active participants 2021-02-28 39
Total funding liabilities for active participants 2021-02-28 6,667,437
Total participant count 2021-02-28 117
Total funding target for all participants 2021-02-28 22,841,414
Balance at beginning of prior year after applicable adjustments 2021-02-28 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-02-28 3,642,026
Carryover balanced portion elected for use to offset prior years funding requirement 2021-02-28 0
Prefunding balanced used to offset prior years funding requirement 2021-02-28 0
Amount remaining of carryover balance 2021-02-28 0
Amount remaining of prefunding balance 2021-02-28 3,642,026
Present value of excess contributions 2021-02-28 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-02-28 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-02-28 0
Reductions in caryover balances due to elections or deemed elections 2021-02-28 0
Reductions in prefunding balances due to elections or deemed elections 2021-02-28 0
Balance of carryovers at beginning of current year 2021-02-28 0
Balance of prefunding at beginning of current year 2021-02-28 4,563,459
Contributions allocated toward unpaid minimum require contributions from prior years 2021-02-28 0
Contributions made to avoid restrictions adjusted to valuation date 2021-02-28 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-02-28 0
Unpaid minimum required contributions for all prior years 2021-02-28 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-02-28 0
Remaining amount of unpaid minimum required contributions 2021-02-28 0
Minimum required contributions for current year target normal cost 2021-02-28 0
Net shortfall amortization installment of oustanding balance 2021-02-28 0
Total funding amount beforereflecting carryover/prefunding balances 2021-02-28 0
Carryover balance elected to use to offset funding requirement 2021-02-28 0
Prefunding balance elected to use to offset funding requirement 2021-02-28 0
Additional cash requirement 2021-02-28 0
Contributions allocatedtoward minimum required contributions for current year 2021-02-28 0
Unpaid minimum required contributions for current year 2021-02-28 0
Unpaid minimum required contributions for all years 2021-02-28 0
2020: PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-03-01 117
Total number of active participants reported on line 7a of the Form 5500 2020-03-01 28
Number of retired or separated participants receiving benefits 2020-03-01 85
Number of other retired or separated participants entitled to future benefits 2020-03-01 4
Total of all active and inactive participants 2020-03-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-03-01 0
Total participants 2020-03-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-03-01 0
Market value of plan assets 2020-02-29 28,728,702
Acturial value of plan assets 2020-02-29 28,728,702
Funding target for retired participants and beneficiaries receiving payment 2020-02-29 15,236,689
Number of terminated vested participants 2020-02-29 6
Fundng target for terminated vested participants 2020-02-29 1,074,318
Active participant vested funding target 2020-02-29 7,958,016
Number of active participants 2020-02-29 49
Total funding liabilities for active participants 2020-02-29 7,958,016
Total participant count 2020-02-29 131
Total funding target for all participants 2020-02-29 24,269,023
Balance at beginning of prior year after applicable adjustments 2020-02-29 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-02-29 3,562,580
Carryover balanced portion elected for use to offset prior years funding requirement 2020-02-29 0
Amount remaining of carryover balance 2020-02-29 0
Amount remaining of prefunding balance 2020-02-29 3,562,580
Present value of excess contributions 2020-02-29 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-02-29 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-02-29 0
Reductions in caryover balances due to elections or deemed elections 2020-02-29 0
Reductions in prefunding balances due to elections or deemed elections 2020-02-29 0
Balance of carryovers at beginning of current year 2020-02-29 0
Balance of prefunding at beginning of current year 2020-02-29 3,642,026
Total employer contributions 2020-02-29 0
Total employee contributions 2020-02-29 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-02-29 0
Unpaid minimum required contributions for all prior years 2020-02-29 0
Remaining amount of unpaid minimum required contributions 2020-02-29 0
Minimum required contributions for current year target normal cost 2020-02-29 15,000
Total funding amount beforereflecting carryover/prefunding balances 2020-02-29 0
Additional cash requirement 2020-02-29 0
Contributions allocatedtoward minimum required contributions for current year 2020-02-29 0
Unpaid minimum required contributions for current year 2020-02-29 0
Unpaid minimum required contributions for all years 2020-02-29 0
2019: PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-03-01 131
Total number of active participants reported on line 7a of the Form 5500 2019-03-01 39
Number of retired or separated participants receiving benefits 2019-03-01 75
Number of other retired or separated participants entitled to future benefits 2019-03-01 3
Total of all active and inactive participants 2019-03-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-03-01 0
Total participants 2019-03-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-03-01 0
Market value of plan assets 2019-02-28 29,395,792
Acturial value of plan assets 2019-02-28 29,395,792
Funding target for retired participants and beneficiaries receiving payment 2019-02-28 13,634,442
Number of terminated vested participants 2019-02-28 4
Fundng target for terminated vested participants 2019-02-28 731,773
Active participant vested funding target 2019-02-28 8,464,324
Number of active participants 2019-02-28 57
Total funding liabilities for active participants 2019-02-28 8,464,324
Total participant count 2019-02-28 130
Total funding target for all participants 2019-02-28 22,830,539
Prefunding balance at beginning of prior year after applicable adjustments 2019-02-28 3,562,580
Prefunding balanced used to offset prior years funding requirement 2019-02-28 0
Amount remaining of carryover balance 2019-02-28 0
Amount remaining of prefunding balance 2019-02-28 3,562,580
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-02-28 0
Balance of carryovers at beginning of current year 2019-02-28 0
Balance of prefunding at beginning of current year 2019-02-28 3,562,580
Total employer contributions 2019-02-28 0
Total employee contributions 2019-02-28 0
Remaining amount of unpaid minimum required contributions 2019-02-28 0
Minimum required contributions for current year target normal cost 2019-02-28 15,000
Total funding amount beforereflecting carryover/prefunding balances 2019-02-28 0
Additional cash requirement 2019-02-28 0
Unpaid minimum required contributions for current year 2019-02-28 0
Unpaid minimum required contributions for all years 2019-02-28 0
2018: PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-03-01 130
Total number of active participants reported on line 7a of the Form 5500 2018-03-01 49
Number of retired or separated participants receiving benefits 2018-03-01 76
Number of other retired or separated participants entitled to future benefits 2018-03-01 6
Total of all active and inactive participants 2018-03-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-03-01 0
Total participants 2018-03-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-03-01 0

Measure	Date	Value
2023: PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN 2023 401k membership
Market value of plan assets	2023-02-28	28,736,258
Acturial value of plan assets	2023-02-28	28,736,258
Funding target for retired participants and beneficiaries receiving payment	2023-02-28	18,207,647
Number of terminated vested participants	2023-02-28	4
Fundng target for terminated vested participants	2023-02-28	362,284
Active participant vested funding target	2023-02-28	3,415,660
Number of active participants	2023-02-28	18
Total funding liabilities for active participants	2023-02-28	3,415,660
Total participant count	2023-02-28	114
Total funding target for all participants	2023-02-28	21,985,591
Balance at beginning of prior year after applicable adjustments	2023-02-28	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-02-28	4,505,503
Carryover balanced portion elected for use to offset prior years funding requirement	2023-02-28	0
Prefunding balanced used to offset prior years funding requirement	2023-02-28	0
Amount remaining of carryover balance	2023-02-28	0
Amount remaining of prefunding balance	2023-02-28	4,505,503
Present value of excess contributions	2023-02-28	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-02-28	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-02-28	0
Reductions in caryover balances due to elections or deemed elections	2023-02-28	0
Reductions in prefunding balances due to elections or deemed elections	2023-02-28	0
Balance of carryovers at beginning of current year	2023-02-28	0
Balance of prefunding at beginning of current year	2023-02-28	4,395,569
Total employer contributions	2023-02-28	0
Total employee contributions	2023-02-28	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-02-28	0
Contributions made to avoid restrictions adjusted to valuation date	2023-02-28	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-02-28	0
Unpaid minimum required contributions for all prior years	2023-02-28	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-02-28	0
Remaining amount of unpaid minimum required contributions	2023-02-28	0
Minimum required contributions for current year target normal cost	2023-02-28	0
Net shortfall amortization installment of oustanding balance	2023-02-28	0
Waiver amortization installment	2023-02-28	0
Total funding amount beforereflecting carryover/prefunding balances	2023-02-28	0
Carryover balance elected to use to offset funding requirement	2023-02-28	0
Prefunding balance elected to use to offset funding requirement	2023-02-28	0
Additional cash requirement	2023-02-28	0
Contributions allocatedtoward minimum required contributions for current year	2023-02-28	0
Unpaid minimum required contributions for current year	2023-02-28	0
Unpaid minimum required contributions for all years	2023-02-28	0
2022: PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-03-01	114
Total number of active participants reported on line 7a of the Form 5500	2022-03-01	14
Number of retired or separated participants receiving benefits	2022-03-01	97
Number of other retired or separated participants entitled to future benefits	2022-03-01	1
Total of all active and inactive participants	2022-03-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-03-01	1
Total participants	2022-03-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-03-01	0
Market value of plan assets	2022-02-28	31,104,442
Acturial value of plan assets	2022-02-28	31,104,442
Funding target for retired participants and beneficiaries receiving payment	2022-02-28	16,926,553
Number of terminated vested participants	2022-02-28	4
Fundng target for terminated vested participants	2022-02-28	587,841
Active participant vested funding target	2022-02-28	4,953,239
Number of active participants	2022-02-28	28
Total funding liabilities for active participants	2022-02-28	4,953,239
Total participant count	2022-02-28	117
Total funding target for all participants	2022-02-28	22,467,633
Balance at beginning of prior year after applicable adjustments	2022-02-28	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-02-28	4,563,459
Carryover balanced portion elected for use to offset prior years funding requirement	2022-02-28	0
Prefunding balanced used to offset prior years funding requirement	2022-02-28	0
Amount remaining of carryover balance	2022-02-28	0
Amount remaining of prefunding balance	2022-02-28	4,563,459
Present value of excess contributions	2022-02-28	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-02-28	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-02-28	0
Reductions in caryover balances due to elections or deemed elections	2022-02-28	0
Reductions in prefunding balances due to elections or deemed elections	2022-02-28	0
Balance of carryovers at beginning of current year	2022-02-28	0
Balance of prefunding at beginning of current year	2022-02-28	4,505,503
Total employer contributions	2022-02-28	0
Total employee contributions	2022-02-28	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-02-28	0
Contributions made to avoid restrictions adjusted to valuation date	2022-02-28	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-02-28	0
Unpaid minimum required contributions for all prior years	2022-02-28	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-02-28	0
Remaining amount of unpaid minimum required contributions	2022-02-28	0
Minimum required contributions for current year target normal cost	2022-02-28	0
Net shortfall amortization installment of oustanding balance	2022-02-28	0
Waiver amortization installment	2022-02-28	0
Total funding amount beforereflecting carryover/prefunding balances	2022-02-28	0
Carryover balance elected to use to offset funding requirement	2022-02-28	0
Prefunding balance elected to use to offset funding requirement	2022-02-28	0
Additional cash requirement	2022-02-28	0
Contributions allocatedtoward minimum required contributions for current year	2022-02-28	0
Unpaid minimum required contributions for current year	2022-02-28	0
Unpaid minimum required contributions for all years	2022-02-28	0
2021: PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-03-01	117
Total number of active participants reported on line 7a of the Form 5500	2021-03-01	18
Number of retired or separated participants receiving benefits	2021-03-01	91
Number of other retired or separated participants entitled to future benefits	2021-03-01	4
Total of all active and inactive participants	2021-03-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-03-01	1
Total participants	2021-03-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-03-01	0
Market value of plan assets	2021-02-28	32,956,726
Acturial value of plan assets	2021-02-28	32,956,726
Funding target for retired participants and beneficiaries receiving payment	2021-02-28	15,789,347
Number of terminated vested participants	2021-02-28	3
Fundng target for terminated vested participants	2021-02-28	384,630
Active participant vested funding target	2021-02-28	6,667,437
Number of active participants	2021-02-28	39
Total funding liabilities for active participants	2021-02-28	6,667,437
Total participant count	2021-02-28	117
Total funding target for all participants	2021-02-28	22,841,414
Balance at beginning of prior year after applicable adjustments	2021-02-28	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-02-28	3,642,026
Carryover balanced portion elected for use to offset prior years funding requirement	2021-02-28	0
Prefunding balanced used to offset prior years funding requirement	2021-02-28	0
Amount remaining of carryover balance	2021-02-28	0
Amount remaining of prefunding balance	2021-02-28	3,642,026
Present value of excess contributions	2021-02-28	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-02-28	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-02-28	0
Reductions in caryover balances due to elections or deemed elections	2021-02-28	0
Reductions in prefunding balances due to elections or deemed elections	2021-02-28	0
Balance of carryovers at beginning of current year	2021-02-28	0
Balance of prefunding at beginning of current year	2021-02-28	4,563,459
Contributions allocated toward unpaid minimum require contributions from prior years	2021-02-28	0
Contributions made to avoid restrictions adjusted to valuation date	2021-02-28	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-02-28	0
Unpaid minimum required contributions for all prior years	2021-02-28	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-02-28	0
Remaining amount of unpaid minimum required contributions	2021-02-28	0
Minimum required contributions for current year target normal cost	2021-02-28	0
Net shortfall amortization installment of oustanding balance	2021-02-28	0
Total funding amount beforereflecting carryover/prefunding balances	2021-02-28	0
Carryover balance elected to use to offset funding requirement	2021-02-28	0
Prefunding balance elected to use to offset funding requirement	2021-02-28	0
Additional cash requirement	2021-02-28	0
Contributions allocatedtoward minimum required contributions for current year	2021-02-28	0
Unpaid minimum required contributions for current year	2021-02-28	0
Unpaid minimum required contributions for all years	2021-02-28	0
2020: PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-03-01	117
Total number of active participants reported on line 7a of the Form 5500	2020-03-01	28
Number of retired or separated participants receiving benefits	2020-03-01	85
Number of other retired or separated participants entitled to future benefits	2020-03-01	4
Total of all active and inactive participants	2020-03-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-03-01	0
Total participants	2020-03-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-03-01	0
Market value of plan assets	2020-02-29	28,728,702
Acturial value of plan assets	2020-02-29	28,728,702
Funding target for retired participants and beneficiaries receiving payment	2020-02-29	15,236,689
Number of terminated vested participants	2020-02-29	6
Fundng target for terminated vested participants	2020-02-29	1,074,318
Active participant vested funding target	2020-02-29	7,958,016
Number of active participants	2020-02-29	49
Total funding liabilities for active participants	2020-02-29	7,958,016
Total participant count	2020-02-29	131
Total funding target for all participants	2020-02-29	24,269,023
Balance at beginning of prior year after applicable adjustments	2020-02-29	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-02-29	3,562,580
Carryover balanced portion elected for use to offset prior years funding requirement	2020-02-29	0
Amount remaining of carryover balance	2020-02-29	0
Amount remaining of prefunding balance	2020-02-29	3,562,580
Present value of excess contributions	2020-02-29	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-02-29	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-02-29	0
Reductions in caryover balances due to elections or deemed elections	2020-02-29	0
Reductions in prefunding balances due to elections or deemed elections	2020-02-29	0
Balance of carryovers at beginning of current year	2020-02-29	0
Balance of prefunding at beginning of current year	2020-02-29	3,642,026
Total employer contributions	2020-02-29	0
Total employee contributions	2020-02-29	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-02-29	0
Unpaid minimum required contributions for all prior years	2020-02-29	0
Remaining amount of unpaid minimum required contributions	2020-02-29	0
Minimum required contributions for current year target normal cost	2020-02-29	15,000
Total funding amount beforereflecting carryover/prefunding balances	2020-02-29	0
Additional cash requirement	2020-02-29	0
Contributions allocatedtoward minimum required contributions for current year	2020-02-29	0
Unpaid minimum required contributions for current year	2020-02-29	0
Unpaid minimum required contributions for all years	2020-02-29	0
2019: PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-03-01	131
Total number of active participants reported on line 7a of the Form 5500	2019-03-01	39
Number of retired or separated participants receiving benefits	2019-03-01	75
Number of other retired or separated participants entitled to future benefits	2019-03-01	3
Total of all active and inactive participants	2019-03-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-03-01	0
Total participants	2019-03-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-03-01	0
Market value of plan assets	2019-02-28	29,395,792
Acturial value of plan assets	2019-02-28	29,395,792
Funding target for retired participants and beneficiaries receiving payment	2019-02-28	13,634,442
Number of terminated vested participants	2019-02-28	4
Fundng target for terminated vested participants	2019-02-28	731,773
Active participant vested funding target	2019-02-28	8,464,324
Number of active participants	2019-02-28	57
Total funding liabilities for active participants	2019-02-28	8,464,324
Total participant count	2019-02-28	130
Total funding target for all participants	2019-02-28	22,830,539
Prefunding balance at beginning of prior year after applicable adjustments	2019-02-28	3,562,580
Prefunding balanced used to offset prior years funding requirement	2019-02-28	0
Amount remaining of carryover balance	2019-02-28	0
Amount remaining of prefunding balance	2019-02-28	3,562,580
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-02-28	0
Balance of carryovers at beginning of current year	2019-02-28	0
Balance of prefunding at beginning of current year	2019-02-28	3,562,580
Total employer contributions	2019-02-28	0
Total employee contributions	2019-02-28	0
Remaining amount of unpaid minimum required contributions	2019-02-28	0
Minimum required contributions for current year target normal cost	2019-02-28	15,000
Total funding amount beforereflecting carryover/prefunding balances	2019-02-28	0
Additional cash requirement	2019-02-28	0
Unpaid minimum required contributions for current year	2019-02-28	0
Unpaid minimum required contributions for all years	2019-02-28	0
2018: PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-03-01	130
Total number of active participants reported on line 7a of the Form 5500	2018-03-01	49
Number of retired or separated participants receiving benefits	2018-03-01	76
Number of other retired or separated participants entitled to future benefits	2018-03-01	6
Total of all active and inactive participants	2018-03-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-03-01	0
Total participants	2018-03-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-03-01	0

Financial Data on PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN

Measure	Date	Value
2023 : PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-02-28	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-02-28	$0
Total income from all sources (including contributions)	2023-02-28	$-3,652,813
Total loss/gain on sale of assets	2023-02-28	$0
Total of all expenses incurred	2023-02-28	$2,258,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-02-28	$2,219,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-02-28	$0
Value of total assets at end of year	2023-02-28	$28,473,478
Value of total assets at beginning of year	2023-02-28	$34,384,625
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-02-28	$38,516
Total interest from all sources	2023-02-28	$21,622
Total dividends received (eg from common stock, registered investment company shares)	2023-02-28	$694,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-02-28	$694,685
Was this plan covered by a fidelity bond	2023-02-28	Yes
Value of fidelity bond cover	2023-02-28	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2023-02-28	No
Administrative expenses (other) incurred	2023-02-28	$9,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-02-28	No
Value of net income/loss	2023-02-28	$-5,911,147
Value of net assets at end of year (total assets less liabilities)	2023-02-28	$28,473,478
Value of net assets at beginning of year (total assets less liabilities)	2023-02-28	$34,384,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-02-28	No
Were any leases to which the plan was party in default or uncollectible	2023-02-28	No
Investment advisory and management fees	2023-02-28	$28,572
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-02-28	$28,104,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-02-28	$29,287,382
Value of interest in pooled separate accounts at end of year	2023-02-28	$0
Value of interest in pooled separate accounts at beginning of year	2023-02-28	$4,827,554
Interest earned on other investments	2023-02-28	$21,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-02-28	$369,444
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-02-28	$602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-02-28	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-02-28	$269,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-02-28	$-2,383,362
Net investment gain/loss from pooled separate accounts	2023-02-28	$-1,985,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-02-28	Yes
Was there a failure to transmit to the plan any participant contributions	2023-02-28	No
Has the plan failed to provide any benefit when due under the plan	2023-02-28	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-02-28	$2,219,818
Did the plan have assets held for investment	2023-02-28	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-02-28	No
Opinion of an independent qualified public accountant for this plan	2023-02-28	Unqualified
Accountancy firm name	2023-02-28	LUTZ
Accountancy firm EIN	2023-02-28	470625816
2022 : PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-02-28	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-02-28	$0
Total income from all sources (including contributions)	2022-02-28	$-478,011
Total loss/gain on sale of assets	2022-02-28	$0
Total of all expenses incurred	2022-02-28	$2,126,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-02-28	$2,126,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-02-28	$0
Value of total assets at end of year	2022-02-28	$34,384,625
Value of total assets at beginning of year	2022-02-28	$36,989,266
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-02-28	$0
Total interest from all sources	2022-02-28	$50,928
Total dividends received (eg from common stock, registered investment company shares)	2022-02-28	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-02-28	No
Was this plan covered by a fidelity bond	2022-02-28	Yes
Value of fidelity bond cover	2022-02-28	$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2022-02-28	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-02-28	No
Value of net income/loss	2022-02-28	$-2,604,641
Value of net assets at end of year (total assets less liabilities)	2022-02-28	$34,384,625
Value of net assets at beginning of year (total assets less liabilities)	2022-02-28	$36,989,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-02-28	No
Were any leases to which the plan was party in default or uncollectible	2022-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-02-28	$29,287,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-02-28	$29,572,902
Value of interest in pooled separate accounts at end of year	2022-02-28	$4,827,554
Value of interest in pooled separate accounts at beginning of year	2022-02-28	$6,995,354
Interest earned on other investments	2022-02-28	$50,928
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-02-28	$269,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-02-28	$421,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-02-28	$-395,264
Net investment gain/loss from pooled separate accounts	2022-02-28	$-133,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-02-28	Yes
Was there a failure to transmit to the plan any participant contributions	2022-02-28	No
Has the plan failed to provide any benefit when due under the plan	2022-02-28	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-02-28	$2,126,630
Did the plan have assets held for investment	2022-02-28	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-02-28	No
Opinion of an independent qualified public accountant for this plan	2022-02-28	Unqualified
Accountancy firm name	2022-02-28	LUTZ
Accountancy firm EIN	2022-02-28	470625816
2021 : PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-02-28	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-02-28	$0
Total income from all sources (including contributions)	2021-02-28	$484,404
Total loss/gain on sale of assets	2021-02-28	$0
Total of all expenses incurred	2021-02-28	$2,230,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-02-28	$2,230,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-02-28	$0
Value of total assets at end of year	2021-02-28	$36,989,266
Value of total assets at beginning of year	2021-02-28	$38,735,682
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-02-28	$0
Total interest from all sources	2021-02-28	$60,801
Total dividends received (eg from common stock, registered investment company shares)	2021-02-28	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-02-28	No
Was this plan covered by a fidelity bond	2021-02-28	Yes
Value of fidelity bond cover	2021-02-28	$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2021-02-28	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-02-28	No
Value of net income/loss	2021-02-28	$-1,746,416
Value of net assets at end of year (total assets less liabilities)	2021-02-28	$36,989,266
Value of net assets at beginning of year (total assets less liabilities)	2021-02-28	$38,735,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-02-28	No
Were any leases to which the plan was party in default or uncollectible	2021-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-02-28	$29,572,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-02-28	$30,232,770
Value of interest in pooled separate accounts at end of year	2021-02-28	$6,995,354
Value of interest in pooled separate accounts at beginning of year	2021-02-28	$6,937,872
Interest earned on other investments	2021-02-28	$60,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-02-28	$421,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-02-28	$1,565,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-02-28	$270,948
Net investment gain/loss from pooled separate accounts	2021-02-28	$152,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-02-28	No
Was there a failure to transmit to the plan any participant contributions	2021-02-28	No
Has the plan failed to provide any benefit when due under the plan	2021-02-28	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-02-28	$2,230,820
Did the plan have assets held for investment	2021-02-28	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-02-28	No
Opinion of an independent qualified public accountant for this plan	2021-02-28	Disclaimer
Accountancy firm name	2021-02-28	LUTZ
Accountancy firm EIN	2021-02-28	470625816
2020 : PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-02-29	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-02-29	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-02-29	$0
Total income from all sources (including contributions)	2020-02-29	$7,617,864
Total loss/gain on sale of assets	2020-02-29	$0
Total of all expenses incurred	2020-02-29	$3,298,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-02-29	$3,298,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-02-29	$0
Value of total assets at end of year	2020-02-29	$38,735,682
Value of total assets at beginning of year	2020-02-29	$34,416,072
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-02-29	$0
Total interest from all sources	2020-02-29	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-02-29	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-02-29	No
Was this plan covered by a fidelity bond	2020-02-29	Yes
Value of fidelity bond cover	2020-02-29	$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-02-29	$0
Were there any nonexempt tranactions with any party-in-interest	2020-02-29	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-02-29	No
Value of net income/loss	2020-02-29	$4,319,610
Value of net assets at end of year (total assets less liabilities)	2020-02-29	$38,735,682
Value of net assets at beginning of year (total assets less liabilities)	2020-02-29	$34,416,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-02-29	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-02-29	No
Were any leases to which the plan was party in default or uncollectible	2020-02-29	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-02-29	$5,778,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-02-29	$5,656,603
Value of interest in master investment trust accounts at end of year	2020-02-29	$32,956,726
Value of interest in master investment trust accounts at beginning of year	2020-02-29	$28,759,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-02-29	$670,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-02-29	Yes
Was there a failure to transmit to the plan any participant contributions	2020-02-29	No
Has the plan failed to provide any benefit when due under the plan	2020-02-29	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-02-29	$3,298,254
Did the plan have assets held for investment	2020-02-29	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-02-29	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-02-29	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-02-29	Yes
Opinion of an independent qualified public accountant for this plan	2020-02-29	Disclaimer
Accountancy firm name	2020-02-29	LUTZ
Accountancy firm EIN	2020-02-29	470625816
2019 : PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-02-28	$0
Total transfer of assets to this plan	2019-02-28	$35,708,432
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-02-28	$0
Total income from all sources (including contributions)	2019-02-28	$664,811
Total loss/gain on sale of assets	2019-02-28	$0
Total of all expenses incurred	2019-02-28	$1,957,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-02-28	$1,957,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-02-28	$0
Value of total assets at end of year	2019-02-28	$34,416,072
Value of total assets at beginning of year	2019-02-28	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-02-28	$0
Total interest from all sources	2019-02-28	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-02-28	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-02-28	No
Was this plan covered by a fidelity bond	2019-02-28	Yes
Value of fidelity bond cover	2019-02-28	$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2019-02-28	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-02-28	No
Value of net income/loss	2019-02-28	$-1,292,360
Value of net assets at end of year (total assets less liabilities)	2019-02-28	$34,416,072
Value of net assets at beginning of year (total assets less liabilities)	2019-02-28	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-02-28	No
Were any leases to which the plan was party in default or uncollectible	2019-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-02-28	$5,656,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-02-28	$0
Value of interest in master investment trust accounts at end of year	2019-02-28	$28,759,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-02-28	$-8,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-02-28	Yes
Was there a failure to transmit to the plan any participant contributions	2019-02-28	No
Has the plan failed to provide any benefit when due under the plan	2019-02-28	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-02-28	$1,957,171
Did the plan have assets held for investment	2019-02-28	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2019-02-28	Disclaimer
Accountancy firm name	2019-02-28	LUTZ
Accountancy firm EIN	2019-02-28	470625816

Form 5500 Responses for PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN

2022: PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN 2022 form 5500 responses
2022-03-01	Type of plan entity	Single employer plan
2022-03-01	Submission has been amended	No
2022-03-01	This submission is the final filing	No
2022-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-03-01	Plan is a collectively bargained plan	No
2022-03-01	Plan funding arrangement – Insurance	Yes
2022-03-01	Plan funding arrangement – Trust	Yes
2022-03-01	Plan benefit arrangement – Insurance	Yes
2022-03-01	Plan benefit arrangement - Trust	Yes
2021: PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN 2021 form 5500 responses
2021-03-01	Type of plan entity	Single employer plan
2021-03-01	Submission has been amended	No
2021-03-01	This submission is the final filing	No
2021-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-03-01	Plan is a collectively bargained plan	No
2021-03-01	Plan funding arrangement – Insurance	Yes
2021-03-01	Plan funding arrangement – Trust	Yes
2021-03-01	Plan benefit arrangement – Insurance	Yes
2021-03-01	Plan benefit arrangement - Trust	Yes
2020: PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN 2020 form 5500 responses
2020-03-01	Type of plan entity	Single employer plan
2020-03-01	Submission has been amended	No
2020-03-01	This submission is the final filing	No
2020-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-03-01	Plan is a collectively bargained plan	No
2020-03-01	Plan funding arrangement – Insurance	Yes
2020-03-01	Plan funding arrangement – Trust	Yes
2020-03-01	Plan benefit arrangement – Insurance	Yes
2020-03-01	Plan benefit arrangement - Trust	Yes
2019: PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN 2019 form 5500 responses
2019-03-01	Type of plan entity	Single employer plan
2019-03-01	Submission has been amended	No
2019-03-01	This submission is the final filing	No
2019-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-03-01	Plan is a collectively bargained plan	No
2019-03-01	Plan funding arrangement – Trust	Yes
2019-03-01	Plan benefit arrangement - Trust	Yes
2018: PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN 2018 form 5500 responses
2018-03-01	Type of plan entity	Single employer plan
2018-03-01	First time form 5500 has been submitted	Yes
2018-03-01	Submission has been amended	No
2018-03-01	This submission is the final filing	No
2018-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-03-01	Plan is a collectively bargained plan	No
2018-03-01	Plan funding arrangement – Trust	Yes
2018-03-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

PF 650

Policy instance

Insurance contract or identification number	PF 650
Number of Individuals Covered	0
Insurance policy start date	2022-03-01
Insurance policy end date	2023-02-28
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

PF 650

Policy instance

Insurance contract or identification number	PF 650
Number of Individuals Covered	114
Insurance policy start date	2021-03-01
Insurance policy end date	2022-02-28
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

PF 650

Policy instance

Insurance contract or identification number	PF 650
Number of Individuals Covered	117
Insurance policy start date	2020-03-01
Insurance policy end date	2021-02-28
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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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