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STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 401k Plan overview

Plan NameSTATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN
Plan identification number 001

STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

STATE VOLUNTEER MUTUAL INSURANCE CO has sponsored the creation of one or more 401k plans.

Company Name:STATE VOLUNTEER MUTUAL INSURANCE CO
Employer identification number (EIN):620965320
NAIC Classification:524150

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SUSAN BENNETT
0012016-01-01SUSAN BENNETT
0012015-01-01SUSAN BENNETT
0012014-01-01SUSAN BENNETT
0012013-01-01SUSAN SWATZELL
0012012-01-01SUSAN SWATZELL
0012011-01-01SUSAN SWATZELL
0012010-01-01SUSAN SWATZELL SUSAN SWATZELL2011-10-17
0012009-01-01SUSAN SWATZELL SUSAN SWATZELL2010-10-13

Plan Statistics for STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN

401k plan membership statisitcs for STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN

Measure Date Value
2022: STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-3160,556,223
Acturial value of plan assets2022-12-3157,685,072
Funding target for retired participants and beneficiaries receiving payment2022-12-3112,577,937
Number of terminated vested participants2022-12-3143
Fundng target for terminated vested participants2022-12-312,700,426
Active participant vested funding target2022-12-3124,567,844
Number of active participants2022-12-31122
Total funding liabilities for active participants2022-12-3124,758,419
Total participant count2022-12-31213
Total funding target for all participants2022-12-3140,036,782
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-313,541,347
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-313,541,347
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-313,914,605
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-312,282,126
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01213
Total number of active participants reported on line 7a of the Form 55002022-01-01109
Number of retired or separated participants receiving benefits2022-01-0141
Number of other retired or separated participants entitled to future benefits2022-01-0148
Total of all active and inactive participants2022-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-3159,584,083
Acturial value of plan assets2021-12-3155,326,901
Funding target for retired participants and beneficiaries receiving payment2021-12-3112,577,272
Number of terminated vested participants2021-12-3140
Fundng target for terminated vested participants2021-12-312,865,698
Active participant vested funding target2021-12-3122,859,170
Number of active participants2021-12-31136
Total funding liabilities for active participants2021-12-3123,086,754
Total participant count2021-12-31228
Total funding target for all participants2021-12-3138,529,724
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-313,114,093
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-313,114,093
Present value of excess contributions2021-12-312,019,679
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-312,130,761
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-313,541,347
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-312,166,122
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01224
Total number of active participants reported on line 7a of the Form 55002021-01-01122
Number of retired or separated participants receiving benefits2021-01-0141
Number of other retired or separated participants entitled to future benefits2021-01-0143
Total of all active and inactive participants2021-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-3156,411,302
Acturial value of plan assets2020-12-3154,727,084
Funding target for retired participants and beneficiaries receiving payment2020-12-3112,722,062
Number of terminated vested participants2020-12-3139
Fundng target for terminated vested participants2020-12-312,139,009
Active participant vested funding target2020-12-3124,308,147
Number of active participants2020-12-31146
Total funding liabilities for active participants2020-12-3124,534,534
Total participant count2020-12-31237
Total funding target for all participants2020-12-3139,395,605
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-312,604,410
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-312,604,410
Present value of excess contributions2020-12-316,883,724
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-317,273,343
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-313,114,093
Total employer contributions2020-12-312,200,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-312,019,679
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-312,423,241
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-312,019,679
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01233
Total number of active participants reported on line 7a of the Form 55002020-01-01136
Number of retired or separated participants receiving benefits2020-01-0142
Number of other retired or separated participants entitled to future benefits2020-01-0140
Total of all active and inactive participants2020-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-3145,833,507
Acturial value of plan assets2019-12-3148,613,991
Funding target for retired participants and beneficiaries receiving payment2019-12-3112,697,367
Number of terminated vested participants2019-12-3138
Fundng target for terminated vested participants2019-12-312,270,742
Active participant vested funding target2019-12-3122,000,783
Number of active participants2019-12-31145
Total funding liabilities for active participants2019-12-3124,430,259
Total participant count2019-12-31236
Total funding target for all participants2019-12-3139,398,368
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-312,781,301
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-312,781,301
Present value of excess contributions2019-12-314,985,186
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-315,276,321
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-312,604,410
Total employer contributions2019-12-317,500,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-316,883,724
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-312,134,247
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-316,883,724
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01232
Total number of active participants reported on line 7a of the Form 55002019-01-01142
Number of retired or separated participants receiving benefits2019-01-0140
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-3146,544,637
Acturial value of plan assets2018-12-3146,325,732
Funding target for retired participants and beneficiaries receiving payment2018-12-319,533,155
Number of terminated vested participants2018-12-3136
Fundng target for terminated vested participants2018-12-311,909,493
Active participant vested funding target2018-12-3122,842,862
Number of active participants2018-12-31151
Total funding liabilities for active participants2018-12-3125,217,213
Total participant count2018-12-31238
Total funding target for all participants2018-12-3136,659,861
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-312,430,570
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-312,430,570
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-312,781,301
Total employer contributions2018-12-315,400,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-314,985,186
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-312,080,561
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-314,985,186
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01234
Total number of active participants reported on line 7a of the Form 55002018-01-01142
Number of retired or separated participants receiving benefits2018-01-0142
Number of other retired or separated participants entitled to future benefits2018-01-0137
Total of all active and inactive participants2018-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-3143,166,406
Acturial value of plan assets2017-12-3143,828,552
Funding target for retired participants and beneficiaries receiving payment2017-12-319,051,936
Number of terminated vested participants2017-12-3136
Fundng target for terminated vested participants2017-12-311,778,623
Active participant vested funding target2017-12-3119,387,298
Number of active participants2017-12-31153
Total funding liabilities for active participants2017-12-3121,561,508
Total participant count2017-12-31238
Total funding target for all participants2017-12-3132,392,067
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-312,246,991
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-312,246,991
Present value of excess contributions2017-12-314,970,685
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-315,278,867
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-312,430,570
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,802,368
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01234
Total number of active participants reported on line 7a of the Form 55002017-01-01149
Number of retired or separated participants receiving benefits2017-01-0140
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-3137,385,032
Acturial value of plan assets2016-12-3139,853,582
Funding target for retired participants and beneficiaries receiving payment2016-12-319,228,073
Number of terminated vested participants2016-12-3133
Fundng target for terminated vested participants2016-12-311,739,194
Active participant vested funding target2016-12-3117,118,875
Number of active participants2016-12-31157
Total funding liabilities for active participants2016-12-3119,098,562
Total participant count2016-12-31237
Total funding target for all participants2016-12-3130,065,829
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-312,281,209
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-312,281,209
Present value of excess contributions2016-12-312,222,048
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-312,363,370
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-312,246,991
Total employer contributions2016-12-315,500,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-314,970,685
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,614,309
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-314,970,685
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01237
Total number of active participants reported on line 7a of the Form 55002016-01-01151
Number of retired or separated participants receiving benefits2016-01-0140
Number of other retired or separated participants entitled to future benefits2016-01-0135
Total of all active and inactive participants2016-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01233
Total number of active participants reported on line 7a of the Form 55002015-01-01152
Number of retired or separated participants receiving benefits2015-01-0142
Number of other retired or separated participants entitled to future benefits2015-01-0133
Total of all active and inactive participants2015-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01237
Total number of active participants reported on line 7a of the Form 55002014-01-01158
Number of retired or separated participants receiving benefits2014-01-0137
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01233
Total number of active participants reported on line 7a of the Form 55002013-01-01165
Number of retired or separated participants receiving benefits2013-01-0133
Number of other retired or separated participants entitled to future benefits2013-01-0131
Total of all active and inactive participants2013-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01223
Total number of active participants reported on line 7a of the Form 55002012-01-01169
Number of retired or separated participants receiving benefits2012-01-0127
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01222
Total number of active participants reported on line 7a of the Form 55002011-01-01161
Number of retired or separated participants receiving benefits2011-01-0123
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01208
Total number of active participants reported on line 7a of the Form 55002010-01-01165
Number of retired or separated participants receiving benefits2010-01-0120
Number of other retired or separated participants entitled to future benefits2010-01-0134
Total of all active and inactive participants2010-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01197
Total number of active participants reported on line 7a of the Form 55002009-01-01155
Number of retired or separated participants receiving benefits2009-01-0119
Number of other retired or separated participants entitled to future benefits2009-01-0132
Total of all active and inactive participants2009-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN

Measure Date Value
2022 : STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-11,343,135
Total unrealized appreciation/depreciation of assets2022-12-31$-11,343,135
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-10,705,968
Total loss/gain on sale of assets2022-12-31$-944,088
Total of all expenses incurred2022-12-31$2,918,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,881,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$46,932,033
Value of total assets at beginning of year2022-12-31$60,556,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$36,250
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,538,381
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$1,538,381
Administrative expenses professional fees incurred2022-12-31$11,250
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other income not declared elsewhere2022-12-31$42,874
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,624,190
Value of net assets at end of year (total assets less liabilities)2022-12-31$46,932,033
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$60,556,223
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
Investment advisory and management fees2022-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$46,629,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$60,529,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$302,634
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$26,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$26,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,881,972
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$9,661,776
Aggregate carrying amount (costs) on sale of assets2022-12-31$10,605,864
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG
Accountancy firm EIN2022-12-31346565596
2021 : STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$545,358
Total unrealized appreciation/depreciation of assets2021-12-31$545,358
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$5,873,347
Total loss/gain on sale of assets2021-12-31$2,439,569
Total of all expenses incurred2021-12-31$4,970,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,911,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$60,556,223
Value of total assets at beginning of year2021-12-31$59,653,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$58,616
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,831,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,831,466
Administrative expenses professional fees incurred2021-12-31$19,100
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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
Other income not declared elsewhere2021-12-31$56,954
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$903,214
Value of net assets at end of year (total assets less liabilities)2021-12-31$60,556,223
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$59,653,009
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$39,516
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$60,529,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$57,164,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$26,802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$288,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$288,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$2,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,911,517
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$17,681,404
Aggregate carrying amount (costs) on sale of assets2021-12-31$15,241,835
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG
Accountancy firm EIN2021-12-31346565596
2020 : STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-400,296
Total unrealized appreciation/depreciation of assets2020-12-31$-400,296
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$8,982,509
Total loss/gain on sale of assets2020-12-31$6,073,394
Total of all expenses incurred2020-12-31$5,967,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,914,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,200,000
Value of total assets at end of year2020-12-31$59,653,009
Value of total assets at beginning of year2020-12-31$56,637,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$53,343
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,069,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,069,859
Administrative expenses professional fees incurred2020-12-31$20,075
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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
Other income not declared elsewhere2020-12-31$39,552
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,015,050
Value of net assets at end of year (total assets less liabilities)2020-12-31$59,653,009
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$56,637,959
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
Investment advisory and management fees2020-12-31$33,268
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$57,164,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$48,737,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$288,927
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$400,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$400,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$2,200,000
Employer contributions (assets) at end of year2020-12-31$2,200,000
Employer contributions (assets) at beginning of year2020-12-31$7,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,914,116
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
Aggregate proceeds on sale of assets2020-12-31$51,054,087
Aggregate carrying amount (costs) on sale of assets2020-12-31$44,980,693
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST & YOUNG
Accountancy firm EIN2020-12-31346565596
2019 : STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$5,665,000
Total unrealized appreciation/depreciation of assets2019-12-31$5,665,000
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$15,555,554
Total loss/gain on sale of assets2019-12-31$669,321
Total of all expenses incurred2019-12-31$4,874,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,827,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,500,000
Value of total assets at end of year2019-12-31$56,637,959
Value of total assets at beginning of year2019-12-31$45,957,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,612
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,685,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,685,134
Administrative expenses professional fees incurred2019-12-31$22,475
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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
Other income not declared elsewhere2019-12-31$36,099
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,680,773
Value of net assets at end of year (total assets less liabilities)2019-12-31$56,637,959
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$45,957,186
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
Investment advisory and management fees2019-12-31$25,137
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$48,737,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$40,014,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$400,755
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$543,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$543,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$7,500,000
Employer contributions (assets) at end of year2019-12-31$7,500,000
Employer contributions (assets) at beginning of year2019-12-31$5,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,827,169
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$12,346,030
Aggregate carrying amount (costs) on sale of assets2019-12-31$11,676,709
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERNST & YOUNG
Accountancy firm EIN2019-12-31346565596
2018 : STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-6,099,359
Total unrealized appreciation/depreciation of assets2018-12-31$-6,099,359
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,547,819
Total loss/gain on sale of assets2018-12-31$1,623,468
Total of all expenses incurred2018-12-31$3,135,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,117,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,400,000
Value of total assets at end of year2018-12-31$45,957,186
Value of total assets at beginning of year2018-12-31$46,544,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,747
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,589,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,589,265
Administrative expenses professional fees incurred2018-12-31$10,850
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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
Other income not declared elsewhere2018-12-31$34,445
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-587,451
Value of net assets at end of year (total assets less liabilities)2018-12-31$45,957,186
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$46,544,637
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
Investment advisory and management fees2018-12-31$6,897
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$40,014,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$46,165,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$543,104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$379,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$379,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$5,400,000
Employer contributions (assets) at end of year2018-12-31$5,400,000
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,117,523
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$8,864,025
Aggregate carrying amount (costs) on sale of assets2018-12-31$7,240,557
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ERNST & YOUNG
Accountancy firm EIN2018-12-31346565596
2017 : STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,731,053
Total unrealized appreciation/depreciation of assets2017-12-31$1,731,053
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$5,525,442
Total loss/gain on sale of assets2017-12-31$2,371,129
Total of all expenses incurred2017-12-31$2,367,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,346,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$46,544,637
Value of total assets at beginning of year2017-12-31$43,386,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,088
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,388,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,388,304
Administrative expenses professional fees incurred2017-12-31$11,100
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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
Other income not declared elsewhere2017-12-31$34,956
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$75,126
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$3,157,969
Value of net assets at end of year (total assets less liabilities)2017-12-31$46,544,637
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$43,386,668
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
Investment advisory and management fees2017-12-31$9,988
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$46,165,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$37,272,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$379,472
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$538,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$538,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$5,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,346,385
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$12,807,376
Aggregate carrying amount (costs) on sale of assets2017-12-31$10,436,247
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ERNST & YOUNG
Accountancy firm EIN2017-12-31346565596
2016 : STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,294,500
Total unrealized appreciation/depreciation of assets2016-12-31$2,294,500
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$8,456,429
Total loss/gain on sale of assets2016-12-31$-195,360
Total of all expenses incurred2016-12-31$2,454,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,454,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,500,429
Value of total assets at end of year2016-12-31$43,386,668
Value of total assets at beginning of year2016-12-31$37,385,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$856,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$856,860
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$429
Total non interest bearing cash at end of year2016-12-31$75,126
Total non interest bearing cash at beginning of year2016-12-31$75,823
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$6,001,636
Value of net assets at end of year (total assets less liabilities)2016-12-31$43,386,668
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$37,385,032
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$37,272,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$36,632,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$538,923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$676,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$676,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$5,500,000
Employer contributions (assets) at end of year2016-12-31$5,500,000
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,454,793
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$8,257,892
Aggregate carrying amount (costs) on sale of assets2016-12-31$8,453,252
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST & YOUNG
Accountancy firm EIN2016-12-31346565596
2015 : STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,889,760
Total unrealized appreciation/depreciation of assets2015-12-31$-1,889,760
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$1,670,932
Total loss/gain on sale of assets2015-12-31$5,316
Total of all expenses incurred2015-12-31$2,210,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,081,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,250,000
Value of total assets at end of year2015-12-31$37,385,032
Value of total assets at beginning of year2015-12-31$37,924,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$129,063
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,305,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,305,376
Administrative expenses professional fees incurred2015-12-31$129,063
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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
Total non interest bearing cash at end of year2015-12-31$75,823
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-539,511
Value of net assets at end of year (total assets less liabilities)2015-12-31$37,385,032
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$37,924,543
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$36,632,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$37,164,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$676,360
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$759,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$759,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$2,250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,081,380
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
Aggregate proceeds on sale of assets2015-12-31$11,017,477
Aggregate carrying amount (costs) on sale of assets2015-12-31$11,012,161
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ERNST & YOUNG
Accountancy firm EIN2015-12-31346565596
2014 : STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-272,411
Total unrealized appreciation/depreciation of assets2014-12-31$-272,411
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$1,579,586
Total loss/gain on sale of assets2014-12-31$601,678
Total of all expenses incurred2014-12-31$798,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$674,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$37,924,543
Value of total assets at beginning of year2014-12-31$37,143,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$124,644
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,250,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,250,319
Administrative expenses professional fees incurred2014-12-31$124,644
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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
Other income not declared elsewhere2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$780,824
Value of net assets at end of year (total assets less liabilities)2014-12-31$37,924,543
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$37,143,719
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$37,164,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$36,405,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$759,887
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$738,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$738,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$674,118
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
Aggregate proceeds on sale of assets2014-12-31$9,817,821
Aggregate carrying amount (costs) on sale of assets2014-12-31$9,216,143
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERNST & YOUNG
Accountancy firm EIN2014-12-31346565596
2013 : STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,754,487
Total unrealized appreciation/depreciation of assets2013-12-31$2,754,487
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$4,548,096
Total loss/gain on sale of assets2013-12-31$667,779
Total of all expenses incurred2013-12-31$652,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$557,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$37,143,719
Value of total assets at beginning of year2013-12-31$33,248,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$95,546
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,125,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,125,830
Administrative expenses professional fees incurred2013-12-31$95,546
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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
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$3,895,503
Value of net assets at end of year (total assets less liabilities)2013-12-31$37,143,719
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$33,248,216
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$36,405,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$32,585,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$738,132
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$662,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$662,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$557,047
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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
Aggregate proceeds on sale of assets2013-12-31$8,334,623
Aggregate carrying amount (costs) on sale of assets2013-12-31$7,666,844
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST & YOUNG
Accountancy firm EIN2013-12-31346565596
2012 : STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,932,493
Total unrealized appreciation/depreciation of assets2012-12-31$1,932,493
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$8,117,269
Total loss/gain on sale of assets2012-12-31$278,140
Total of all expenses incurred2012-12-31$563,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$509,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,000,000
Value of total assets at end of year2012-12-31$33,248,216
Value of total assets at beginning of year2012-12-31$25,694,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$53,521
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$906,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$906,636
Administrative expenses professional fees incurred2012-12-31$53,521
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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
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$7,554,004
Value of net assets at end of year (total assets less liabilities)2012-12-31$33,248,216
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,694,212
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$32,585,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$25,180,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$662,603
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$513,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$513,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$5,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$509,744
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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
Aggregate proceeds on sale of assets2012-12-31$278,140
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG
Accountancy firm EIN2012-12-31346565596
2011 : STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,017,905
Total unrealized appreciation/depreciation of assets2011-12-31$-1,017,905
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$4,709,315
Total loss/gain on sale of assets2011-12-31$550,548
Total of all expenses incurred2011-12-31$344,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$320,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,600,000
Value of total assets at end of year2011-12-31$25,694,212
Value of total assets at beginning of year2011-12-31$21,329,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$24,058
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$576,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$576,672
Administrative expenses professional fees incurred2011-12-31$24,058
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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
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$4,364,500
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,694,212
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,329,712
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$25,180,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$21,075,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$513,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$253,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$253,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$4,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$320,757
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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
Aggregate proceeds on sale of assets2011-12-31$550,548
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG
Accountancy firm EIN2011-12-31346565596
2010 : STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,969,969
Total unrealized appreciation/depreciation of assets2010-12-31$1,969,969
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$2,823,080
Total loss/gain on sale of assets2010-12-31$44,887
Total of all expenses incurred2010-12-31$237,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$221,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$21,329,712
Value of total assets at beginning of year2010-12-31$18,744,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,679
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$808,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$808,224
Administrative expenses professional fees incurred2010-12-31$15,679
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Total non interest bearing cash at beginning of year2010-12-31$18,142
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$2,585,468
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,329,712
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,744,244
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$21,075,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$18,368,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$253,789
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$357,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$357,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$221,933
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
Aggregate proceeds on sale of assets2010-12-31$44,887
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG
Accountancy firm EIN2010-12-31346565596
2009 : STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN

2022: STATE VOLUNTEER MUTUAL INSURANCE COMPANY 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STATE VOLUNTEER MUTUAL INSURANCE COMPANY 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STATE VOLUNTEER MUTUAL INSURANCE COMPANY 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STATE VOLUNTEER MUTUAL INSURANCE COMPANY 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STATE VOLUNTEER MUTUAL INSURANCE COMPANY 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STATE VOLUNTEER MUTUAL INSURANCE COMPANY 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STATE VOLUNTEER MUTUAL INSURANCE COMPANY 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STATE VOLUNTEER MUTUAL INSURANCE COMPANY 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STATE VOLUNTEER MUTUAL INSURANCE COMPANY 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STATE VOLUNTEER MUTUAL INSURANCE COMPANY 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STATE VOLUNTEER MUTUAL INSURANCE COMPANY 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STATE VOLUNTEER MUTUAL INSURANCE COMPANY 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: STATE VOLUNTEER MUTUAL INSURANCE COMPANY 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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