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BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameBRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN
Plan identification number 002

BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Life insurance

401k Sponsoring company profile

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

Company Name:BRETHREN MUTUAL INSURANCE COMPANY
Employer identification number (EIN):520254590
NAIC Classification:524150

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01TAMMY L. AARON
0022017-01-01TAMMY L. AARON
0022016-01-01TAMMY L. AARON
0022015-01-01CHARLES FLICKINGER
0022014-01-01CHARLES FLICKINGER
0022013-01-01CHARLES FLICKINGER
0022012-01-01CHARLES FLICKINGER
0022011-01-01CHARLES H. FLICKINGER
0022010-01-01CHARLES H. FLICKINGER
0022009-01-01CHARLES H. FLICKINGER
0022009-01-01CHARLES H. FLICKINGER

Plan Statistics for BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN

401k plan membership statisitcs for BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN

Measure Date Value
2022: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01143
Total number of active participants reported on line 7a of the Form 55002022-01-01125
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01145
Number of participants with account balances2022-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01153
Total number of active participants reported on line 7a of the Form 55002021-01-01123
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0117
Total of all active and inactive participants2021-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01143
Number of participants with account balances2021-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01153
Total number of active participants reported on line 7a of the Form 55002020-01-01135
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01154
Number of participants with account balances2020-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01155
Total number of active participants reported on line 7a of the Form 55002019-01-01134
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01152
Number of participants with account balances2019-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01158
Total number of active participants reported on line 7a of the Form 55002018-01-01142
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0111
Total of all active and inactive participants2018-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01155
Number of participants with account balances2018-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01154
Total number of active participants reported on line 7a of the Form 55002017-01-01145
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01159
Number of participants with account balances2017-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01152
Total number of active participants reported on line 7a of the Form 55002016-01-01139
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01153
Number of participants with account balances2016-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01151
Total number of active participants reported on line 7a of the Form 55002015-01-01143
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01150
Number of participants with account balances2015-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01151
Total number of active participants reported on line 7a of the Form 55002014-01-01142
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01160
Number of participants with account balances2014-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01151
Total number of active participants reported on line 7a of the Form 55002013-01-01144
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01150
Number of participants with account balances2013-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01147
Total number of active participants reported on line 7a of the Form 55002012-01-01147
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01151
Number of participants with account balances2012-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01146
Total number of active participants reported on line 7a of the Form 55002011-01-01139
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01146
Number of participants with account balances2011-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01147
Total number of active participants reported on line 7a of the Form 55002010-01-01141
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01147
Number of participants with account balances2010-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01147
Total number of active participants reported on line 7a of the Form 55002009-01-01137
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01145
Number of participants with account balances2009-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN

Measure Date Value
2022 : BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,181,164
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,224,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,218,908
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,702,313
Value of total assets at end of year2022-12-31$23,046,235
Value of total assets at beginning of year2022-12-31$26,452,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,998
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$17,559
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$922,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$922,277
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,195,168
Participant contributions at end of year2022-12-31$263,877
Participant contributions at beginning of year2022-12-31$243,934
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$193,260
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-2,597
Administrative expenses (other) incurred2022-12-31$5,998
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-3,406,070
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,046,235
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,452,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$20,740,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$26,108,371
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$15,974
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$1,585
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$2,042,194
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-902,187
Net investment gain/loss from pooled separate accounts2022-12-31$-3,935,415
Net investment gain or loss from common/collective trusts2022-12-31$16,886
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$313,885
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$100,000
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,218,908
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BUFFAMANTE WHIPPLE BUTTAFARO, PC
Accountancy firm EIN2022-12-31161117932
2021 : BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,547,996
Total loss/gain on sale of assets2021-12-31$2,989,493
Total of all expenses incurred2021-12-31$2,157,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,155,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,538,686
Value of total assets at end of year2021-12-31$26,452,305
Value of total assets at beginning of year2021-12-31$24,061,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,276
Total interest from all sources2021-12-31$19,817
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,132,903
Participant contributions at end of year2021-12-31$243,934
Participant contributions at beginning of year2021-12-31$329,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,390,352
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,452,305
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,061,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,530
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$26,108,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$23,482,070
Interest on participant loans2021-12-31$17,346
Interest earned on other investments2021-12-31$2,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$405,783
Employer contributions (assets) at end of year2021-12-31$100,000
Employer contributions (assets) at beginning of year2021-12-31$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,155,368
Contract administrator fees2021-12-31$746
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$2,989,493
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BUFFAMANTE WHIPPLE BUTTAFARO, PC
Accountancy firm EIN2021-12-31161117932
2020 : BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,876,899
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,552,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,550,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,784,762
Value of total assets at end of year2020-12-31$24,061,953
Value of total assets at beginning of year2020-12-31$20,737,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,782
Total interest from all sources2020-12-31$26,985
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,153,908
Participant contributions at end of year2020-12-31$329,883
Participant contributions at beginning of year2020-12-31$429,683
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$61,053
Administrative expenses (other) incurred2020-12-31$920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,324,661
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,061,953
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,737,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$23,482,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,907,609
Interest on participant loans2020-12-31$24,909
Interest earned on other investments2020-12-31$2,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$3,065,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$569,801
Employer contributions (assets) at end of year2020-12-31$250,000
Employer contributions (assets) at beginning of year2020-12-31$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,550,456
Contract administrator fees2020-12-31$862
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BUFFAMANTE WHIPPLE BUTTAFARO, PC
Accountancy firm EIN2020-12-31161117932
2019 : BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,752,081
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,373,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,368,861
Value of total corrective distributions2019-12-31$1,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,443,756
Value of total assets at end of year2019-12-31$20,737,292
Value of total assets at beginning of year2019-12-31$16,358,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,950
Total interest from all sources2019-12-31$25,647
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$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$1,023,037
Participant contributions at end of year2019-12-31$429,683
Participant contributions at beginning of year2019-12-31$320,855
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$731,498
Other income not declared elsewhere2019-12-31$1,861
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
Value of net income/loss2019-12-31$4,378,986
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,737,292
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,358,306
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,907,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,037,451
Interest on participant loans2019-12-31$25,647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$3,280,817
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
Contributions received in cash from employer2019-12-31$689,221
Employer contributions (assets) at end of year2019-12-31$400,000
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,368,861
Contract administrator fees2019-12-31$2,950
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BUFFAMANTE WHIPPLE BUTTAFARO, PC
Accountancy firm EIN2019-12-31161117932
2018 : BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$537,877
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$804,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$802,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,291,437
Value of total assets at end of year2018-12-31$16,358,306
Value of total assets at beginning of year2018-12-31$16,625,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,372
Total interest from all sources2018-12-31$18,304
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$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$989,650
Participant contributions at end of year2018-12-31$320,855
Participant contributions at beginning of year2018-12-31$304,776
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$15,255
Other income not declared elsewhere2018-12-31$1,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-266,761
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,358,306
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,625,067
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,037,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,320,291
Income. Interest from loans (other than to participants)2018-12-31$18,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-773,534
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
Contributions received in cash from employer2018-12-31$286,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$802,266
Contract administrator fees2018-12-31$2,372
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BUFFAMANTE WHIPPLE BUTTAFARO, PC
Accountancy firm EIN2018-12-31161117932
2017 : BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-693
Total unrealized appreciation/depreciation of assets2017-12-31$-693
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,821,653
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,442,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,440,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,375,335
Value of total assets at end of year2017-12-31$16,625,067
Value of total assets at beginning of year2017-12-31$14,245,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,474
Total interest from all sources2017-12-31$15,200
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$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$955,317
Participant contributions at end of year2017-12-31$304,776
Participant contributions at beginning of year2017-12-31$302,046
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$136,213
Other income not declared elsewhere2017-12-31$1,522
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
Value of net income/loss2017-12-31$2,379,647
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,625,067
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,245,420
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,320,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,888,613
Interest on participant loans2017-12-31$15,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$54,761
Net investment gain/loss from pooled separate accounts2017-12-31$2,430,289
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
Contributions received in cash from employer2017-12-31$283,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,440,532
Contract administrator fees2017-12-31$1,474
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BUFFAMANTE WHIPPLE BUTTAFARO, PC
Accountancy firm EIN2017-12-31161117932
2016 : BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-159
Total unrealized appreciation/depreciation of assets2016-12-31$-159
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,119,975
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$479,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$473,393
Value of total corrective distributions2016-12-31$4,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,186,108
Value of total assets at end of year2016-12-31$14,245,420
Value of total assets at beginning of year2016-12-31$12,605,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,748
Total interest from all sources2016-12-31$13,338
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$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$893,542
Participant contributions at end of year2016-12-31$302,046
Participant contributions at beginning of year2016-12-31$255,543
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$27,650
Other income not declared elsewhere2016-12-31$1,299
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
Value of net income/loss2016-12-31$1,640,053
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,245,420
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,605,367
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,888,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,298,974
Interest on participant loans2016-12-31$13,214
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$54,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$50,850
Net investment gain/loss from pooled separate accounts2016-12-31$919,389
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
Contributions received in cash from employer2016-12-31$264,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$473,393
Contract administrator fees2016-12-31$1,748
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BUFFAMANTE WHIPPLE BUTTAFARO, PC
Accountancy firm EIN2016-12-31161117932
2015 : BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT 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$1,025,679
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,677,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,675,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,119,304
Value of total assets at end of year2015-12-31$12,605,367
Value of total assets at beginning of year2015-12-31$13,257,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,116
Total interest from all sources2015-12-31$9,921
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 bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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
Contributions received from participants2015-12-31$853,836
Participant contributions at end of year2015-12-31$255,543
Participant contributions at beginning of year2015-12-31$227,468
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$38,811
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,021
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$436
Other income not declared elsewhere2015-12-31$1,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-651,855
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,605,367
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,257,222
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,298,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,944,924
Interest on participant loans2015-12-31$9,758
Interest earned on other investments2015-12-31$77
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$86
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$50,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$46,019
Net investment gain/loss from pooled separate accounts2015-12-31$-104,836
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$259,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,674,982
Contract administrator fees2015-12-31$2,116
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BUFFAMANTE WHIPPLE BUTTAFARO, PC
Accountancy firm EIN2015-12-31161117932
2014 : BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,909,150
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$425,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$423,067
Value of total corrective distributions2014-12-31$138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,344,314
Value of total assets at end of year2014-12-31$13,257,222
Value of total assets at beginning of year2014-12-31$11,773,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,436
Total interest from all sources2014-12-31$11,001
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$735,434
Participant contributions at end of year2014-12-31$227,468
Participant contributions at beginning of year2014-12-31$263,161
Assets. Other investments not covered elsewhere at end of year2014-12-31$38,811
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$36,517
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$128,601
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$1,047
Other income not declared elsewhere2014-12-31$2,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,483,509
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,257,222
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,773,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,944,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,443,309
Interest on participant loans2014-12-31$10,936
Interest earned on other investments2014-12-31$65
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$46,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$30,726
Net investment gain/loss from pooled separate accounts2014-12-31$551,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$480,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$422,020
Contract administrator fees2014-12-31$2,436
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BUFFAMANTE WHIPPLE BUTTAFARO, PC
Accountancy firm EIN2014-12-31161117932
2013 : BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,656,657
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$973,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$953,830
Expenses. Certain deemed distributions of participant loans2013-12-31$3,804
Value of total corrective distributions2013-12-31$4,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$838,099
Value of total assets at end of year2013-12-31$11,773,713
Value of total assets at beginning of year2013-12-31$10,090,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,803
Total interest from all sources2013-12-31$11,001
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$10,437
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$621,221
Participant contributions at end of year2013-12-31$263,161
Participant contributions at beginning of year2013-12-31$312,196
Assets. Other investments not covered elsewhere at end of year2013-12-31$36,517
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$33,867
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$1,047
Other income not declared elsewhere2013-12-31$2,650
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,683,035
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,773,713
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,090,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,443,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,713,626
Interest on participant loans2013-12-31$10,942
Interest earned on other investments2013-12-31$59
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$30,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$30,003
Net investment gain/loss from pooled separate accounts2013-12-31$1,804,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$216,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$952,783
Contract administrator fees2013-12-31$1,366
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BUFFAMANTE WHIPPLE BUTTAFARO, PC
Accountancy firm EIN2013-12-31161117932
2012 : BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,851,494
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$469,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$447,838
Value of total corrective distributions2012-12-31$5,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$688,359
Value of total assets at end of year2012-12-31$10,090,678
Value of total assets at beginning of year2012-12-31$8,708,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,683
Total interest from all sources2012-12-31$11,007
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$14,295
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$468,810
Participant contributions at end of year2012-12-31$312,196
Participant contributions at beginning of year2012-12-31$332,667
Assets. Other investments not covered elsewhere at end of year2012-12-31$33,867
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$31,460
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$45,927
Other income not declared elsewhere2012-12-31$2,408
Total non interest bearing cash at end of year2012-12-31$986
Total non interest bearing cash at beginning of year2012-12-31$3,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,382,011
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,090,678
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,708,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,713,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,311,955
Interest on participant loans2012-12-31$10,948
Interest earned on other investments2012-12-31$59
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$30,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$29,552
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,047
Net investment gain/loss from pooled separate accounts2012-12-31$1,149,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$173,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$446,791
Contract administrator fees2012-12-31$1,388
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BUFFAMANTE WHIPPLE BUTTAFARO, PC
Accountancy firm EIN2012-12-31161117932
2011 : BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$363,749
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$104,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$64,568
Value of total corrective distributions2011-12-31$11,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$580,538
Value of total assets at end of year2011-12-31$8,708,667
Value of total assets at beginning of year2011-12-31$8,449,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$28,690
Total interest from all sources2011-12-31$10,764
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$26,345
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$900,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$418,870
Participant contributions at end of year2011-12-31$332,667
Participant contributions at beginning of year2011-12-31$249,071
Assets. Other investments not covered elsewhere at end of year2011-12-31$31,460
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$32,013
Other income not declared elsewhere2011-12-31$2,846
Administrative expenses (other) incurred2011-12-31$1,167
Total non interest bearing cash at end of year2011-12-31$3,033
Total non interest bearing cash at beginning of year2011-12-31$4,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$259,390
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,708,667
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,449,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,311,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,135,119
Interest on participant loans2011-12-31$10,407
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$357
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$29,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$28,956
Net investment gain/loss from pooled separate accounts2011-12-31$-230,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$161,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$64,568
Contract administrator fees2011-12-31$1,178
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BUFFAMANTE WHIPPLE BUTTAFARO, PC
Accountancy firm EIN2011-12-31161117932
2010 : BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,519,295
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$255,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$230,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$567,475
Value of total assets at end of year2010-12-31$8,449,277
Value of total assets at beginning of year2010-12-31$7,185,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$24,951
Total interest from all sources2010-12-31$8,635
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$22,912
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$900,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$397,365
Participant contributions at end of year2010-12-31$249,071
Participant contributions at beginning of year2010-12-31$142,864
Assets. Other investments not covered elsewhere at end of year2010-12-31$32,013
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$29,720
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$13,874
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$2,292
Administrative expenses (other) incurred2010-12-31$1,179
Total non interest bearing cash at end of year2010-12-31$4,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,263,386
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,449,277
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,185,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,135,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,982,443
Interest on participant loans2010-12-31$8,250
Interest earned on other investments2010-12-31$385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$28,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$30,864
Net investment gain/loss from pooled separate accounts2010-12-31$940,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$156,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$230,958
Contract administrator fees2010-12-31$860
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BUFFAMANTE WHIPPLE BUTTAFARO, PC
Accountancy firm EIN2010-12-31161117932

Form 5500 Responses for BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN

2022: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT 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 filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT 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 – InsuranceYes
2019-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT 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 – InsuranceYes
2018-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT 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 – InsuranceYes
2017-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT 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 – InsuranceYes
2016-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83496
Policy instance 1
Insurance contract or identification number83496
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-09-12
Total amount of fees paid to insurance companyUSD $800
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees800
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83496
Policy instance 1
Insurance contract or identification number83496
Number of Individuals Covered152
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,530
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees1530
Additional information about fees paid to insurance brokerLOANS & DISTRIBUTION FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83496
Policy instance 1
Insurance contract or identification number83496
Number of Individuals Covered161
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $920
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees920
Additional information about fees paid to insurance brokerLOAN ISSUED FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83496
Policy instance 1
Insurance contract or identification number83496
Number of Individuals Covered158
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,142
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4142
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83496
Policy instance 1
Insurance contract or identification number83496
Number of Individuals Covered161
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,080
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees3080
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83496
Policy instance 1
Insurance contract or identification number83496
Number of Individuals Covered165
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,207
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees12207
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Insurance broker nameL.R. WEBBER ASSOC., INC.
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31176
Policy instance 2
Insurance contract or identification number31176
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83496
Policy instance 1
Insurance contract or identification number83496
Number of Individuals Covered158
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $49,850
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $24,880
Insurance broker organization code?7
Insurance broker nameFINANCIAL TELESIS INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83496
Policy instance 2
Insurance contract or identification number83496
Number of Individuals Covered156
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $30,916
Total amount of fees paid to insurance companyUSD $14,053
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $30,916
Insurance broker organization code?3
Amount paid for insurance broker fees14053
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker nameL. R. WEBBER ASSOC., INC
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31176
Policy instance 1
Insurance contract or identification number31176
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83496
Policy instance 2
Insurance contract or identification number83496
Number of Individuals Covered156
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $26,330
Total amount of fees paid to insurance companyUSD $12,372
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $26,330
Insurance broker organization code?3
Amount paid for insurance broker fees12372
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker nameL. R. WEBBER ASSOC., INC
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31176
Policy instance 1
Insurance contract or identification number31176
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31176
Policy instance 1
Insurance contract or identification number31176
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83496
Policy instance 2
Insurance contract or identification number83496
Number of Individuals Covered154
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $28,018
Total amount of fees paid to insurance companyUSD $26,345
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $4,404
Amount paid for insurance broker fees26345
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker organization code?5
Insurance broker nameFINANCIAL TELESIS INC
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31176
Policy instance 2
Insurance contract or identification number31176
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83496
Policy instance 1
Insurance contract or identification number83496
Number of Individuals Covered154
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $28,017
Total amount of fees paid to insurance companyUSD $26,345
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83496
Policy instance 1
Insurance contract or identification number83496
Number of Individuals Covered151
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $22,477
Total amount of fees paid to insurance companyUSD $26,656
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees22912
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $22,477
Insurance broker nameL. R. WEBBER ASSOCIATES, INC.
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31176
Policy instance 2
Insurance contract or identification number31176
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,129

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