PHYSICIANS MUTUAL INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PHYSICIANS MUTUAL INSURANCE COMPANY MASTER TRUST
| Measure | Date | Value |
|---|
| 2020 : PHYSICIANS MUTUAL INSURANCE COMPANY MASTER TRUST 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-02-29 | $0 |
| Total transfer of assets from this plan | 2020-02-29 | $122,211,277 |
| 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 | $21,625,985 |
| Total loss/gain on sale of assets | 2020-02-29 | $0 |
| Total of all expenses incurred | 2020-02-29 | $85,768 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-02-29 | $0 |
| 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 | $32,956,726 |
| Value of total assets at beginning of year | 2020-02-29 | $133,627,786 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-02-29 | $85,768 |
| Total interest from all sources | 2020-02-29 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-02-29 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-02-29 | No |
| Other income not declared elsewhere | 2020-02-29 | $172,087 |
| Administrative expenses (other) incurred | 2020-02-29 | $60,268 |
| Value of net income/loss | 2020-02-29 | $21,540,217 |
| Value of net assets at end of year (total assets less liabilities) | 2020-02-29 | $32,956,726 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-02-29 | $133,627,786 |
| 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 | $24,453,815 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-02-29 | $96,747,286 |
| Value of interest in pooled separate accounts at end of year | 2020-02-29 | $6,937,873 |
| Value of interest in pooled separate accounts at beginning of year | 2020-02-29 | $24,765,842 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-02-29 | $1,565,038 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-02-29 | $12,114,658 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-02-29 | $16,284,111 |
| Net investment gain/loss from pooled separate accounts | 2020-02-29 | $5,169,787 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-02-29 | No |
| Contract administrator fees | 2020-02-29 | $25,500 |
| Did the plan have assets held for investment | 2020-02-29 | Yes |
| 2019 : PHYSICIANS MUTUAL INSURANCE COMPANY MASTER TRUST 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-02-28 | $0 |
| Total transfer of assets from this plan | 2019-02-28 | $6,287,870 |
| 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 | $3,107,045 |
| Total loss/gain on sale of assets | 2019-02-28 | $0 |
| Total of all expenses incurred | 2019-02-28 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-02-28 | $0 |
| 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 | $133,627,786 |
| Value of total assets at beginning of year | 2019-02-28 | $136,808,611 |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-02-28 | No |
| Other income not declared elsewhere | 2019-02-28 | $425,788 |
| Value of net income/loss | 2019-02-28 | $3,107,045 |
| Value of net assets at end of year (total assets less liabilities) | 2019-02-28 | $133,627,786 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-02-28 | $136,808,611 |
| 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 | $96,747,286 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-02-28 | $94,945,658 |
| Value of interest in pooled separate accounts at end of year | 2019-02-28 | $24,765,842 |
| Value of interest in pooled separate accounts at beginning of year | 2019-02-28 | $24,764,327 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-02-28 | $12,114,658 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-02-28 | $17,098,626 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-02-28 | $2,486,434 |
| Net investment gain/loss from pooled separate accounts | 2019-02-28 | $194,823 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-02-28 | No |
| Did the plan have assets held for investment | 2019-02-28 | Yes |
