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FARMERS ALLIANCE COMPANIES EMPLOYEES PROFIT SHARING TRANSITION PLAN 401k Plan overview

Plan NameFARMERS ALLIANCE COMPANIES EMPLOYEES PROFIT SHARING TRANSITION PLAN
Plan identification number 003

FARMERS ALLIANCE COMPANIES EMPLOYEES PROFIT SHARING TRANSITION PLAN Benefits

401k Plan TypeDefined 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.
  • 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

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

Company Name:FARMERS ALLIANCE MUTUAL INSURANCE COMPANY
Employer identification number (EIN):480214040
NAIC Classification:524150

Additional information about FARMERS ALLIANCE MUTUAL INSURANCE COMPANY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0757335

More information about FARMERS ALLIANCE MUTUAL INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FARMERS ALLIANCE COMPANIES EMPLOYEES PROFIT SHARING TRANSITION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032020-01-01
0032019-01-01
0032018-01-01
0032018-01-01
0032017-01-01RYAN P HICKS
0032016-01-01RYAN P HICKS
0032015-07-01RYAN P HICKS

Plan Statistics for FARMERS ALLIANCE COMPANIES EMPLOYEES PROFIT SHARING TRANSITION PLAN

401k plan membership statisitcs for FARMERS ALLIANCE COMPANIES EMPLOYEES PROFIT SHARING TRANSITION PLAN

Measure Date Value
2020: FARMERS ALLIANCE COMPANIES EMPLOYEES PROFIT SHARING TRANSITION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01102
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FARMERS ALLIANCE COMPANIES EMPLOYEES PROFIT SHARING TRANSITION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01112
Total number of active participants reported on line 7a of the Form 55002019-01-0195
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01102
Number of participants with account balances2019-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FARMERS ALLIANCE COMPANIES EMPLOYEES PROFIT SHARING TRANSITION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01120
Total number of active participants reported on line 7a of the Form 55002018-01-01106
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01112
Number of participants with account balances2018-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FARMERS ALLIANCE COMPANIES EMPLOYEES PROFIT SHARING TRANSITION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01132
Total number of active participants reported on line 7a of the Form 55002017-01-01113
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01120
Number of participants with account balances2017-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FARMERS ALLIANCE COMPANIES EMPLOYEES PROFIT SHARING TRANSITION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01142
Total number of active participants reported on line 7a of the Form 55002016-01-01129
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01132
Number of participants with account balances2016-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FARMERS ALLIANCE COMPANIES EMPLOYEES PROFIT SHARING TRANSITION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01142
Total number of active participants reported on line 7a of the Form 55002015-07-01142
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01142
Number of participants with account balances2015-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010

Financial Data on FARMERS ALLIANCE COMPANIES EMPLOYEES PROFIT SHARING TRANSITION PLAN

Measure Date Value
2020 : FARMERS ALLIANCE COMPANIES EMPLOYEES PROFIT SHARING TRANSITION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-15$0
Total unrealized appreciation/depreciation of assets2020-12-15$0
Total transfer of assets to this plan2020-12-15$0
Total transfer of assets from this plan2020-12-15$5,744,366
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-15$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-15$0
Expenses. Interest paid2020-12-15$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-15$0
Total income from all sources (including contributions)2020-12-15$1,064,325
Total loss/gain on sale of assets2020-12-15$0
Total of all expenses incurred2020-12-15$407,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-15$407,186
Expenses. Certain deemed distributions of participant loans2020-12-15$0
Value of total corrective distributions2020-12-15$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-15$369,376
Value of total assets at end of year2020-12-15$0
Value of total assets at beginning of year2020-12-15$5,087,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-15$276
Total interest from all sources2020-12-15$-102
Total dividends received (eg from common stock, registered investment company shares)2020-12-15$170,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-15Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-15$0
Total dividends received from registered investment company shares (eg mutual funds)2020-12-15$170,086
Assets. Real estate other than employer real property at end of year2020-12-15$0
Assets. Real estate other than employer real property at beginning of year2020-12-15$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-15$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-15$0
Was this plan covered by a fidelity bond2020-12-15Yes
Value of fidelity bond cover2020-12-15$1,500,000
If this is an individual account plan, was there a blackout period2020-12-15No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-15$0
Were there any nonexempt tranactions with any party-in-interest2020-12-15No
Contributions received from participants2020-12-15$0
Participant contributions at end of year2020-12-15$0
Participant contributions at beginning of year2020-12-15$0
Assets. Other investments not covered elsewhere at end of year2020-12-15$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-15$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-15$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-15$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-15$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-15$0
Assets. Loans (other than to participants) at end of year2020-12-15$0
Assets. Loans (other than to participants) at beginning of year2020-12-15$0
Other income not declared elsewhere2020-12-15$408
Administrative expenses (other) incurred2020-12-15$276
Total non interest bearing cash at end of year2020-12-15$0
Total non interest bearing cash at beginning of year2020-12-15$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-15No
Income. Non cash contributions2020-12-15$0
Value of net income/loss2020-12-15$656,863
Value of net assets at end of year (total assets less liabilities)2020-12-15$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-15$5,087,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-15No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-15No
Were any leases to which the plan was party in default or uncollectible2020-12-15No
Assets. partnership/joint venture interests at end of year2020-12-15$0
Assets. partnership/joint venture interests at beginning of year2020-12-15$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-15$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-15$3,952,196
Interest on participant loans2020-12-15$0
Interest earned on other investments2020-12-15$0
Income. Interest from US Government securities2020-12-15$0
Income. Interest from corporate debt instruments2020-12-15$0
Value of interest in common/collective trusts at end of year2020-12-15$0
Value of interest in common/collective trusts at beginning of year2020-12-15$303,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-15$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-15$102
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-15$102
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-15$-102
Asset value of US Government securities at end of year2020-12-15$0
Asset value of US Government securities at beginning of year2020-12-15$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-15$521,565
Net investment gain/loss from pooled separate accounts2020-12-15$0
Net investment gain or loss from common/collective trusts2020-12-15$2,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-15No
Was there a failure to transmit to the plan any participant contributions2020-12-15No
Has the plan failed to provide any benefit when due under the plan2020-12-15No
Assets. Invements in employer securities at end of year2020-12-15$0
Assets. Invements in employer securities at beginning of year2020-12-15$0
Contributions received in cash from employer2020-12-15$369,376
Employer contributions (assets) at end of year2020-12-15$0
Employer contributions (assets) at beginning of year2020-12-15$831,344
Income. Dividends from preferred stock2020-12-15$0
Income. Dividends from common stock2020-12-15$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-15$407,186
Asset. Corporate debt instrument preferred debt at end of year2020-12-15$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-15$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-15$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-15$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-15$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-15$0
Did the plan have assets held for investment2020-12-15No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-15No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-15No
Aggregate proceeds on sale of assets2020-12-15$0
Aggregate carrying amount (costs) on sale of assets2020-12-15$0
Opinion of an independent qualified public accountant for this plan2020-12-15Disclaimer
Accountancy firm name2020-12-15STROHM BALLWEG, LLP
Accountancy firm EIN2020-12-15391969986
2019 : FARMERS ALLIANCE COMPANIES EMPLOYEES PROFIT SHARING TRANSITION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$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
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,515,099
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$369,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$369,215
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$836,982
Value of total assets at end of year2019-12-31$5,087,503
Value of total assets at beginning of year2019-12-31$3,941,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$14
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$229,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$229,751
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$835
Administrative expenses (other) incurred2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$1,145,884
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,087,503
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,941,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,952,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,746,223
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$303,861
Value of interest in common/collective trusts at beginning of year2019-12-31$219,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$102
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$88
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$88
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$14
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$442,534
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$4,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$836,982
Employer contributions (assets) at end of year2019-12-31$831,344
Employer contributions (assets) at beginning of year2019-12-31$975,332
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$369,215
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2019-12-31391969986
2018 : FARMERS ALLIANCE COMPANIES EMPLOYEES PROFIT SHARING TRANSITION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$766,385
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$162,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$162,248
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$975,332
Value of total assets at end of year2018-12-31$3,941,619
Value of total assets at beginning of year2018-12-31$3,337,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$45
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$184,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$184,996
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$604,137
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,941,619
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,337,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,746,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,047,957
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$219,976
Value of interest in common/collective trusts at beginning of year2018-12-31$158,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$88
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$43
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$43
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$45
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-396,974
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$2,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$975,332
Employer contributions (assets) at end of year2018-12-31$975,332
Employer contributions (assets) at beginning of year2018-12-31$1,130,715
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$162,248
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2018-12-31391969986
2017 : FARMERS ALLIANCE COMPANIES EMPLOYEES PROFIT SHARING TRANSITION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$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
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,358,578
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$193,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$193,860
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,130,715
Value of total assets at end of year2017-12-31$3,337,482
Value of total assets at beginning of year2017-12-31$2,172,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$43
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$90,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$90,909
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$1,164,718
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,337,482
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,172,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,047,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$781,119
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$158,767
Value of interest in common/collective trusts at beginning of year2017-12-31$14,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$43
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$43
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$136,236
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$1,130,715
Employer contributions (assets) at end of year2017-12-31$1,130,715
Employer contributions (assets) at beginning of year2017-12-31$1,373,936
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$193,860
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2017-12-31391969986
2016 : FARMERS ALLIANCE COMPANIES EMPLOYEES PROFIT SHARING TRANSITION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,408,046
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$31,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$31,629
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,375,209
Value of total assets at end of year2016-12-31$2,172,764
Value of total assets at beginning of year2016-12-31$796,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$26,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$26,102
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Other income not declared elsewhere2016-12-31$37
Administrative expenses (other) incurred2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$1,376,417
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,172,764
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$796,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$781,119
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$14,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,599
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$99
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Contributions received in cash from employer2016-12-31$1,375,209
Employer contributions (assets) at end of year2016-12-31$1,373,936
Employer contributions (assets) at beginning of year2016-12-31$796,347
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$31,629
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2016-12-31391969986
2015 : FARMERS ALLIANCE COMPANIES EMPLOYEES PROFIT SHARING TRANSITION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$796,347
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$796,347
Value of total assets at end of year2015-12-31$796,347
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$796,347
Value of net assets at end of year (total assets less liabilities)2015-12-31$796,347
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$796,347
Employer contributions (assets) at end of year2015-12-31$796,347
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No

Form 5500 Responses for FARMERS ALLIANCE COMPANIES EMPLOYEES PROFIT SHARING TRANSITION PLAN

2020: FARMERS ALLIANCE COMPANIES EMPLOYEES PROFIT SHARING TRANSITION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FARMERS ALLIANCE COMPANIES EMPLOYEES PROFIT SHARING TRANSITION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FARMERS ALLIANCE COMPANIES EMPLOYEES PROFIT SHARING TRANSITION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FARMERS ALLIANCE COMPANIES EMPLOYEES PROFIT SHARING TRANSITION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FARMERS ALLIANCE COMPANIES EMPLOYEES PROFIT SHARING TRANSITION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FARMERS ALLIANCE COMPANIES EMPLOYEES PROFIT SHARING TRANSITION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01First time form 5500 has been submittedYes
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes

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