401k Plan data: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN plan

AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 401k Plan overview

Plan Name	AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN
Plan identification number	001

AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

AMERICAN-AMICABLE LIFE INSURANCE has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN-AMICABLE LIFE INSURANCE

Employer identification number (EIN): 742179909

NAIC Classification: 524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 TINA HOLCOMB 2023-10-11 TINA HOLCOMB 2023-10-11
001 2021-01-01 DARLA SCHAFFER 2022-07-22 JOE DUNLAP 2022-07-22
001 2020-01-01 LISA SANCHEZ 2021-07-29 JOE DUNLAP 2021-07-29
001 2019-01-01 LISA SANCHEZ 2020-07-23
001 2018-01-01 LISA SANCHEZ 2019-07-10 JOE DUNLAP 2019-07-10
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 LISA SANCHEZ
001 2013-01-01 LISA SANCHEZ
001 2012-01-01 LISA SANCHEZ
001 2011-01-01 LISA SANCHEZ
001 2009-01-01 LISA SANCHEZ S. LANNY PEAVY 2010-07-16
001 2009-01-01 LISA SANCHEZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	TINA HOLCOMB	2023-10-11	TINA HOLCOMB	2023-10-11
001	2021-01-01	DARLA SCHAFFER	2022-07-22	JOE DUNLAP	2022-07-22
001	2020-01-01	LISA SANCHEZ	2021-07-29	JOE DUNLAP	2021-07-29
001	2019-01-01	LISA SANCHEZ	2020-07-23
001	2018-01-01	LISA SANCHEZ	2019-07-10	JOE DUNLAP	2019-07-10
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	LISA SANCHEZ
001	2013-01-01	LISA SANCHEZ
001	2012-01-01	LISA SANCHEZ
001	2011-01-01	LISA SANCHEZ
001	2009-01-01	LISA SANCHEZ		S. LANNY PEAVY	2010-07-16
001	2009-01-01	LISA SANCHEZ

Plan Statistics for AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN

401k plan membership statisitcs for AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN

Measure Date Value
2022: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 235
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 240
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 25
Total of all active and inactive participants 2022-01-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 268
Number of participants with account balances 2022-01-01 245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 18
2021: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 208
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 24
Total of all active and inactive participants 2021-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 235
Number of participants with account balances 2021-01-01 230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 11
2020: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 187
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 18
Total of all active and inactive participants 2020-01-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 206
Number of participants with account balances 2020-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 177
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 17
Total of all active and inactive participants 2019-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 197
Number of participants with account balances 2019-01-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 10
2018: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 199
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 176
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 16
Total of all active and inactive participants 2018-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 195
Number of participants with account balances 2018-01-01 193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 11
2017: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 186
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 10
Total of all active and inactive participants 2017-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 199
Number of participants with account balances 2017-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11
2016: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 172
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 30
Total of all active and inactive participants 2016-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 204
Number of participants with account balances 2016-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7
2015: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 181
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 26
Total of all active and inactive participants 2015-01-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 209
Number of participants with account balances 2015-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 11
2014: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 152
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 23
Total of all active and inactive participants 2014-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 177
Number of participants with account balances 2014-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
2013: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 144
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 18
Total of all active and inactive participants 2013-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 164
Number of participants with account balances 2013-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 123
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 20
Total of all active and inactive participants 2012-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 144
Number of participants with account balances 2012-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 120
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 18
Total of all active and inactive participants 2011-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 139
Number of participants with account balances 2011-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 108
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 18
Total of all active and inactive participants 2009-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 126
Number of participants with account balances 2009-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	235
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	240
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	25
Total of all active and inactive participants	2022-01-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	268
Number of participants with account balances	2022-01-01	245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	18
2021: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	208
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	24
Total of all active and inactive participants	2021-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	235
Number of participants with account balances	2021-01-01	230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	11
2020: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	187
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	18
Total of all active and inactive participants	2020-01-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	206
Number of participants with account balances	2020-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	177
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	17
Total of all active and inactive participants	2019-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	197
Number of participants with account balances	2019-01-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	10
2018: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	176
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	16
Total of all active and inactive participants	2018-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	195
Number of participants with account balances	2018-01-01	193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	11
2017: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	186
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	10
Total of all active and inactive participants	2017-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	199
Number of participants with account balances	2017-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11
2016: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	172
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	30
Total of all active and inactive participants	2016-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	204
Number of participants with account balances	2016-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7
2015: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	181
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	26
Total of all active and inactive participants	2015-01-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	209
Number of participants with account balances	2015-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	11
2014: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	152
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	23
Total of all active and inactive participants	2014-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	177
Number of participants with account balances	2014-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
2013: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	144
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	18
Total of all active and inactive participants	2013-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	164
Number of participants with account balances	2013-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	123
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	20
Total of all active and inactive participants	2012-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	144
Number of participants with account balances	2012-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	120
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	18
Total of all active and inactive participants	2011-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	139
Number of participants with account balances	2011-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	108
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	18
Total of all active and inactive participants	2009-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	126
Number of participants with account balances	2009-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN

Measure	Date	Value
2022 : AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$28,077
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$13,841
Total income from all sources (including contributions)	2022-12-31	$-2,043,791
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,237,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,241,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,628,949
Value of total assets at end of year	2022-12-31	$19,821,395
Value of total assets at beginning of year	2022-12-31	$23,088,656
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$-4,206
Total interest from all sources	2022-12-31	$35,447
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,178,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,178,877
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$813,340
Participant contributions at end of year	2022-12-31	$209,391
Participant contributions at beginning of year	2022-12-31	$215,287
Participant contributions at end of year	2022-12-31	$17,491
Participant contributions at beginning of year	2022-12-31	$24,487
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$164,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$28,077
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$13,841
Administrative expenses (other) incurred	2022-12-31	$-8,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,281,497
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$19,793,318
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$23,074,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$4,357
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$17,285,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$20,955,607
Interest on participant loans	2022-12-31	$11,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1,934,508
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,538,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,538,940
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$23,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,887,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$651,169
Employer contributions (assets) at end of year	2022-12-31	$374,948
Employer contributions (assets) at beginning of year	2022-12-31	$354,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,241,912
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2022-12-31	742533381
2021 : AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$13,841
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$38,618
Total income from all sources (including contributions)	2021-12-31	$4,488,145
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,823,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,817,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,382,685
Value of total assets at end of year	2021-12-31	$23,088,656
Value of total assets at beginning of year	2021-12-31	$20,448,969
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$5,795
Total interest from all sources	2021-12-31	$12,720
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,697,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,697,861
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$781,653
Participant contributions at end of year	2021-12-31	$215,287
Participant contributions at beginning of year	2021-12-31	$229,615
Participant contributions at end of year	2021-12-31	$24,487
Participant contributions at beginning of year	2021-12-31	$43,374
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$13,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$38,618
Administrative expenses (other) incurred	2021-12-31	$2,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,664,464
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$23,074,815
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$20,410,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$3,207
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$20,955,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$18,053,283
Interest on participant loans	2021-12-31	$12,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,538,940
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,784,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,784,018
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$192
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,394,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$601,032
Employer contributions (assets) at end of year	2021-12-31	$354,335
Employer contributions (assets) at beginning of year	2021-12-31	$338,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,817,886
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2021-12-31	742533381
2020 : AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$38,618
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$51,730
Total income from all sources (including contributions)	2020-12-31	$4,006,592
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,398,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,395,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,325,262
Value of total assets at end of year	2020-12-31	$20,448,969
Value of total assets at beginning of year	2020-12-31	$17,854,151
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,109
Total interest from all sources	2020-12-31	$20,331
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$864,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$864,723
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$738,592
Participant contributions at end of year	2020-12-31	$229,615
Participant contributions at beginning of year	2020-12-31	$276,944
Participant contributions at end of year	2020-12-31	$43,374
Participant contributions at beginning of year	2020-12-31	$8,999
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$38,618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$51,730
Administrative expenses (other) incurred	2020-12-31	$2,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,607,930
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$20,410,351
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$17,802,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$553
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$18,053,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$15,439,015
Interest on participant loans	2020-12-31	$15,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,784,018
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,835,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,835,669
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$4,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,796,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$586,670
Employer contributions (assets) at end of year	2020-12-31	$338,679
Employer contributions (assets) at beginning of year	2020-12-31	$293,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,395,553
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2020-12-31	742533381
2019 : AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$51,730
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$43,761
Total income from all sources (including contributions)	2019-12-31	$4,432,970
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,251,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,247,647
Value of total corrective distributions	2019-12-31	$173
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,223,786
Value of total assets at end of year	2019-12-31	$17,854,151
Value of total assets at beginning of year	2019-12-31	$15,665,136
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,104
Total interest from all sources	2019-12-31	$51,754
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$879,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$879,284
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$665,214
Participant contributions at end of year	2019-12-31	$276,944
Participant contributions at beginning of year	2019-12-31	$285,014
Participant contributions at end of year	2019-12-31	$8,999
Participant contributions at beginning of year	2019-12-31	$9,746
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$38,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$51,730
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$43,761
Administrative expenses (other) incurred	2019-12-31	$3,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,181,046
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$17,802,421
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$15,621,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$242
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$15,439,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,205,745
Interest on participant loans	2019-12-31	$16,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,835,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,883,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,883,438
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$35,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,278,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$520,334
Employer contributions (assets) at end of year	2019-12-31	$293,524
Employer contributions (assets) at beginning of year	2019-12-31	$281,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,247,647
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2019-12-31	742533381
2018 : AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$43,761
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$49,975
Total income from all sources (including contributions)	2018-12-31	$293,494
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$321,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$317,961
Expenses. Certain deemed distributions of participant loans	2018-12-31	$-28
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,163,669
Value of total assets at end of year	2018-12-31	$15,665,136
Value of total assets at beginning of year	2018-12-31	$15,699,191
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,402
Total interest from all sources	2018-12-31	$43,238
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,085,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,085,131
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$656,955
Participant contributions at end of year	2018-12-31	$285,014
Participant contributions at beginning of year	2018-12-31	$281,856
Participant contributions at end of year	2018-12-31	$9,746
Participant contributions at beginning of year	2018-12-31	$5,211
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$5,673
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$43,761
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$49,975
Administrative expenses (other) incurred	2018-12-31	$3,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-27,841
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$15,621,375
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$15,649,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$46
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$13,205,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$13,326,791
Interest on participant loans	2018-12-31	$15,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,883,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,829,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,829,639
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$27,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,998,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$501,041
Employer contributions (assets) at end of year	2018-12-31	$281,193
Employer contributions (assets) at beginning of year	2018-12-31	$255,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$317,961
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2018-12-31	742533381
2017 : AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$49,975
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$14,072
Total income from all sources (including contributions)	2017-12-31	$3,311,707
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,633,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,630,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,062,490
Value of total assets at end of year	2017-12-31	$15,699,191
Value of total assets at beginning of year	2017-12-31	$13,984,986
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$3,106
Total interest from all sources	2017-12-31	$21,867
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$749,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$749,311
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$609,623
Participant contributions at end of year	2017-12-31	$281,856
Participant contributions at beginning of year	2017-12-31	$269,706
Participant contributions at end of year	2017-12-31	$5,211
Participant contributions at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$49,975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$14,072
Administrative expenses (other) incurred	2017-12-31	$3,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,678,302
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$15,649,216
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$13,970,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$13,326,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$11,650,074
Interest on participant loans	2017-12-31	$13,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,829,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,806,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,806,593
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$8,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,478,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$452,867
Employer contributions (assets) at end of year	2017-12-31	$255,694
Employer contributions (assets) at beginning of year	2017-12-31	$258,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,630,299
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2017-12-31	742533381
2016 : AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$14,072
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$8,389
Total income from all sources (including contributions)	2016-12-31	$1,866,366
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$974,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$971,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,030,068
Value of total assets at end of year	2016-12-31	$13,984,986
Value of total assets at beginning of year	2016-12-31	$13,087,145
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,037
Total interest from all sources	2016-12-31	$14,625
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$430,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$430,662
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$581,314
Participant contributions at end of year	2016-12-31	$269,706
Participant contributions at beginning of year	2016-12-31	$350,136
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$2,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$14,072
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$8,389
Administrative expenses (other) incurred	2016-12-31	$3,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$892,158
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$13,970,914
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$13,078,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$11,650,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$10,755,736
Interest on participant loans	2016-12-31	$13,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,806,593
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,720,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,720,839
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$866
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$391,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$448,754
Employer contributions (assets) at end of year	2016-12-31	$258,613
Employer contributions (assets) at beginning of year	2016-12-31	$258,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$971,171
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2016-12-31	742533381
2015 : AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$8,389
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$26,266
Total income from all sources (including contributions)	2015-12-31	$1,218,667
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,559,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,555,045
Value of total corrective distributions	2015-12-31	$980
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,101,296
Value of total assets at end of year	2015-12-31	$13,087,145
Value of total assets at beginning of year	2015-12-31	$13,445,755
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,375
Total interest from all sources	2015-12-31	$15,000
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$573,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$573,995
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$540,272
Participant contributions at end of year	2015-12-31	$350,136
Participant contributions at beginning of year	2015-12-31	$298,994
Participant contributions at end of year	2015-12-31	$2,181
Participant contributions at beginning of year	2015-12-31	$19,784
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$117,493
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$8,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$26,266
Administrative expenses (other) incurred	2015-12-31	$3,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-340,733
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$13,078,756
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$13,419,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$10,755,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$11,324,975
Interest on participant loans	2015-12-31	$14,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,720,839
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,552,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,552,801
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$238
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-471,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$443,531
Employer contributions (assets) at end of year	2015-12-31	$258,253
Employer contributions (assets) at beginning of year	2015-12-31	$249,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,555,045
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2015-12-31	742533381
2014 : AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$26,266
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	$1,746,049
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$353,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$343,038
Expenses. Certain deemed distributions of participant loans	2014-12-31	$-1,279
Value of total corrective distributions	2014-12-31	$9,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$906,151
Value of total assets at end of year	2014-12-31	$13,445,755
Value of total assets at beginning of year	2014-12-31	$12,027,166
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,799
Total interest from all sources	2014-12-31	$12,428
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$665,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$665,106
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$469,478
Participant contributions at end of year	2014-12-31	$298,994
Participant contributions at beginning of year	2014-12-31	$252,330
Participant contributions at end of year	2014-12-31	$19,784
Participant contributions at beginning of year	2014-12-31	$16,860
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$20,064
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$26,266
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$2,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,392,323
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$13,419,489
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$12,027,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$11,324,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$9,958,810
Interest on participant loans	2014-12-31	$12,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,552,801
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,568,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,568,886
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$159
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$162,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$416,609
Employer contributions (assets) at end of year	2014-12-31	$249,201
Employer contributions (assets) at beginning of year	2014-12-31	$230,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$343,038
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2014-12-31	742533381
2013 : AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,989,948
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$928,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$921,917
Value of total corrective distributions	2013-12-31	$3,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$843,278
Value of total assets at end of year	2013-12-31	$12,027,166
Value of total assets at beginning of year	2013-12-31	$9,965,779
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,690
Total interest from all sources	2013-12-31	$12,439
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$476,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$476,117
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$459,804
Participant contributions at end of year	2013-12-31	$252,330
Participant contributions at beginning of year	2013-12-31	$295,123
Participant contributions at end of year	2013-12-31	$16,860
Participant contributions at beginning of year	2013-12-31	$13,918
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$5,989
Administrative expenses (other) incurred	2013-12-31	$2,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,061,387
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$12,027,166
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$9,965,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$9,958,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,941,978
Interest on participant loans	2013-12-31	$12,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,568,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,508,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,508,084
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$152
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,658,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$377,485
Employer contributions (assets) at end of year	2013-12-31	$230,280
Employer contributions (assets) at beginning of year	2013-12-31	$206,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$921,917
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2013-12-31	742533381
2012 : AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,836,406
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$574,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$571,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$796,893
Value of total assets at end of year	2012-12-31	$9,965,779
Value of total assets at beginning of year	2012-12-31	$8,703,689
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,338
Total interest from all sources	2012-12-31	$15,356
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$227,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$227,718
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$448,893
Participant contributions at end of year	2012-12-31	$295,123
Participant contributions at beginning of year	2012-12-31	$364,781
Participant contributions at end of year	2012-12-31	$13,918
Participant contributions at beginning of year	2012-12-31	$12,778
Administrative expenses (other) incurred	2012-12-31	$2,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,262,090
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$9,965,779
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$8,703,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$7,941,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,671,730
Interest on participant loans	2012-12-31	$15,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,508,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,460,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,460,188
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$151
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$796,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$348,000
Employer contributions (assets) at end of year	2012-12-31	$206,676
Employer contributions (assets) at beginning of year	2012-12-31	$194,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$571,978
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2012-12-31	742533381
2011 : AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$0
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Expenses. Interest paid	2011-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$545,634
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$319,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$316,649
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$763,660
Value of total assets at end of year	2011-12-31	$8,703,689
Value of total assets at beginning of year	2011-12-31	$8,477,865
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,161
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$14,692
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$196,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$196,555
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$426,949
Participant contributions at end of year	2011-12-31	$364,781
Participant contributions at beginning of year	2011-12-31	$281,999
Participant contributions at end of year	2011-12-31	$12,778
Participant contributions at beginning of year	2011-12-31	$11,532
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$6,432
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$3,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$225,824
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$8,703,689
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$8,477,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$6,671,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$6,794,485
Interest on participant loans	2011-12-31	$14,561
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$0
Income. Interest from US Government securities	2011-12-31	$0
Income. Interest from corporate debt instruments	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,460,188
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,217,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,217,888
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$131
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-429,273
Net investment gain/loss from pooled separate accounts	2011-12-31	$0
Net investment gain or loss from common/collective trusts	2011-12-31	$0
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$330,279
Employer contributions (assets) at end of year	2011-12-31	$194,212
Employer contributions (assets) at beginning of year	2011-12-31	$171,961
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$316,649
Contract administrator fees	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2011-12-31	742533381
2010 : AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,610,945
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$214,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$208,699
Value of total corrective distributions	2010-12-31	$2,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$717,594
Value of total assets at end of year	2010-12-31	$8,477,865
Value of total assets at beginning of year	2010-12-31	$7,081,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,640
Total interest from all sources	2010-12-31	$14,528
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$93,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$93,100
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$416,020
Participant contributions at end of year	2010-12-31	$281,999
Participant contributions at beginning of year	2010-12-31	$246,880
Participant contributions at end of year	2010-12-31	$11,532
Administrative expenses (other) incurred	2010-12-31	$2,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,396,823
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$8,477,865
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$7,081,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$6,794,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,458,213
Interest on participant loans	2010-12-31	$14,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,217,888
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,213,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,213,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$224
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$785,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$301,574
Employer contributions (assets) at end of year	2010-12-31	$171,961
Employer contributions (assets) at beginning of year	2010-12-31	$162,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$208,699
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2010-12-31	742533381
2009 : AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN

2022: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

AMERICAN-AMICABLE LIFE INSURANCE [EIN = 772179909]

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Company Name:	AMERICAN-AMICABLE LIFE INSURANCE
Employer identification number (EIN):	742179909
NAIC Classification:	524140