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

Plan NameOREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN
Plan identification number 003

OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:OREGON MUTUAL INSURANCE COMPANY
Employer identification number (EIN):930242980
NAIC Classification:524290

Additional information about OREGON MUTUAL INSURANCE COMPANY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0074493

More information about OREGON MUTUAL INSURANCE COMPANY

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01SUSAN CARTER
0032016-01-01SUSAN CARTER
0032015-01-01SUSAN CARTER
0032014-01-01SUSAN CARTER SUSAN CARTER2015-08-07
0032013-01-01SUSAN CARTER
0032012-01-01SUSAN CARTER
0032011-01-01SUSAN CARTER
0032009-01-01SUSAN CARTER TURNER SUSANC CARTER TURNER2010-09-20

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

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

Measure Date Value
2022: OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01292
Total number of active participants reported on line 7a of the Form 55002022-01-01201
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0190
Total of all active and inactive participants2022-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01294
Number of participants with account balances2022-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0118
2021: OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01287
Total number of active participants reported on line 7a of the Form 55002021-01-01209
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0181
Total of all active and inactive participants2021-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01292
Number of participants with account balances2021-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01266
Total number of active participants reported on line 7a of the Form 55002020-01-01213
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0172
Total of all active and inactive participants2020-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01287
Number of participants with account balances2020-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01263
Total number of active participants reported on line 7a of the Form 55002019-01-01191
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0173
Total of all active and inactive participants2019-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01266
Number of participants with account balances2019-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01255
Total number of active participants reported on line 7a of the Form 55002018-01-01186
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0175
Total of all active and inactive participants2018-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01263
Number of participants with account balances2018-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01258
Total number of active participants reported on line 7a of the Form 55002017-01-01180
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0173
Total of all active and inactive participants2017-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01255
Number of participants with account balances2017-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01255
Total number of active participants reported on line 7a of the Form 55002016-01-01189
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0167
Total of all active and inactive participants2016-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01258
Number of participants with account balances2016-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01264
Total number of active participants reported on line 7a of the Form 55002015-01-01181
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0172
Total of all active and inactive participants2015-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01255
Number of participants with account balances2015-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01256
Total number of active participants reported on line 7a of the Form 55002014-01-01201
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0162
Total of all active and inactive participants2014-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01264
Number of participants with account balances2014-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01261
Total number of active participants reported on line 7a of the Form 55002013-01-01200
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0154
Total of all active and inactive participants2013-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01256
Number of participants with account balances2013-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01271
Total number of active participants reported on line 7a of the Form 55002012-01-01211
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0149
Total of all active and inactive participants2012-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01261
Number of participants with account balances2012-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01279
Total number of active participants reported on line 7a of the Form 55002011-01-01226
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0144
Total of all active and inactive participants2011-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01271
Number of participants with account balances2011-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01276
Total number of active participants reported on line 7a of the Form 55002009-01-01238
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0132
Total of all active and inactive participants2009-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01271
Number of participants with account balances2009-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

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

Measure Date Value
2022 : OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,008,539
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,073,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,042,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,451,267
Value of total assets at end of year2022-12-31$39,857,958
Value of total assets at beginning of year2022-12-31$48,939,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$30,700
Total interest from all sources2022-12-31$9,701
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,693,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,693,800
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,492,935
Participant contributions at end of year2022-12-31$252,561
Participant contributions at beginning of year2022-12-31$240,946
Participant contributions at end of year2022-12-31$48,336
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,684,770
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$93
Other income not declared elsewhere2022-12-31$530
Administrative expenses (other) incurred2022-12-31$30,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,081,798
Value of net assets at end of year (total assets less liabilities)2022-12-31$39,857,958
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$48,939,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$38,081,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$47,091,841
Interest on participant loans2022-12-31$9,701
Value of interest in common/collective trusts at end of year2022-12-31$1,419,689
Value of interest in common/collective trusts at beginning of year2022-12-31$1,586,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,186,475
Net investment gain or loss from common/collective trusts2022-12-31$22,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,273,562
Employer contributions (assets) at end of year2022-12-31$55,921
Employer contributions (assets) at beginning of year2022-12-31$20,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,042,466
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KERNUTT STOKES, LLP
Accountancy firm EIN2022-12-31930396435
2021 : OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,045,285
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,553,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,523,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,893,051
Value of total assets at end of year2021-12-31$48,939,756
Value of total assets at beginning of year2021-12-31$43,447,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$29,332
Total interest from all sources2021-12-31$10,612
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,054,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,054,326
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,457,708
Participant contributions at end of year2021-12-31$240,946
Participant contributions at beginning of year2021-12-31$252,751
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$226,764
Other income not declared elsewhere2021-12-31$2,034
Administrative expenses (other) incurred2021-12-31$29,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,492,024
Value of net assets at end of year (total assets less liabilities)2021-12-31$48,939,756
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$43,447,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$47,091,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$41,472,268
Interest on participant loans2021-12-31$10,612
Value of interest in common/collective trusts at end of year2021-12-31$1,586,228
Value of interest in common/collective trusts at beginning of year2021-12-31$1,705,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,061,407
Net investment gain or loss from common/collective trusts2021-12-31$23,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,208,579
Employer contributions (assets) at end of year2021-12-31$20,741
Employer contributions (assets) at beginning of year2021-12-31$17,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,523,929
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KERNUTT STOKES,LLP
Accountancy firm EIN2021-12-31930396435
2020 : OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,878,134
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,194,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,174,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,787,327
Value of total assets at end of year2020-12-31$43,447,732
Value of total assets at beginning of year2020-12-31$40,763,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$19,335
Total interest from all sources2020-12-31$14,316
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,125,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,125,974
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,326,553
Participant contributions at end of year2020-12-31$252,751
Participant contributions at beginning of year2020-12-31$365,673
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$334,859
Administrative expenses (other) incurred2020-12-31$19,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,684,027
Value of net assets at end of year (total assets less liabilities)2020-12-31$43,447,732
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$40,763,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$41,472,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$38,891,118
Interest on participant loans2020-12-31$14,316
Value of interest in common/collective trusts at end of year2020-12-31$1,705,705
Value of interest in common/collective trusts at beginning of year2020-12-31$1,493,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,909,919
Net investment gain or loss from common/collective trusts2020-12-31$40,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,125,915
Employer contributions (assets) at end of year2020-12-31$17,008
Employer contributions (assets) at beginning of year2020-12-31$13,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,174,772
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KERNUTT STOKES, LLP
Accountancy firm EIN2020-12-31930396435
2019 : OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$9,613,079
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,633,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,622,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,410,397
Value of total assets at end of year2019-12-31$40,763,705
Value of total assets at beginning of year2019-12-31$33,784,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,816
Total interest from all sources2019-12-31$20,226
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,067,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,067,724
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,236,231
Participant contributions at end of year2019-12-31$365,673
Participant contributions at beginning of year2019-12-31$478,540
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$133,375
Administrative expenses (other) incurred2019-12-31$10,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,979,369
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,763,705
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,784,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$38,891,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$31,621,958
Interest on participant loans2019-12-31$20,226
Value of interest in common/collective trusts at end of year2019-12-31$1,493,362
Value of interest in common/collective trusts at beginning of year2019-12-31$1,673,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,074,453
Net investment gain or loss from common/collective trusts2019-12-31$40,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,040,791
Employer contributions (assets) at end of year2019-12-31$13,552
Employer contributions (assets) at beginning of year2019-12-31$10,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,622,894
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KERNUTT STOKES, LLP
Accountancy firm EIN2019-12-31930396435
2018 : OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$162,505
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,940,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,932,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,224,529
Value of total assets at end of year2018-12-31$33,784,336
Value of total assets at beginning of year2018-12-31$37,562,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,155
Total interest from all sources2018-12-31$16,177
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,247,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,247,925
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,128,895
Participant contributions at end of year2018-12-31$478,540
Participant contributions at beginning of year2018-12-31$298,964
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$118,683
Administrative expenses (other) incurred2018-12-31$8,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,778,255
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,784,336
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$37,562,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$31,621,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$35,912,338
Interest on participant loans2018-12-31$16,177
Value of interest in common/collective trusts at end of year2018-12-31$1,673,480
Value of interest in common/collective trusts at beginning of year2018-12-31$1,343,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,358,757
Net investment gain or loss from common/collective trusts2018-12-31$32,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$976,951
Employer contributions (assets) at end of year2018-12-31$10,358
Employer contributions (assets) at beginning of year2018-12-31$7,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,932,605
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KERNUTT STOKES, LLP
Accountancy firm EIN2018-12-31930396435
2017 : OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,259,163
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,517,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,509,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,226,425
Value of total assets at end of year2017-12-31$37,562,591
Value of total assets at beginning of year2017-12-31$32,820,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,175
Total interest from all sources2017-12-31$11,753
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$917,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$917,431
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,122,745
Participant contributions at end of year2017-12-31$298,964
Participant contributions at beginning of year2017-12-31$344,691
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,125,831
Administrative expenses (other) incurred2017-12-31$8,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,741,848
Value of net assets at end of year (total assets less liabilities)2017-12-31$37,562,591
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$32,820,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$35,912,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$30,549,914
Interest on participant loans2017-12-31$11,753
Value of interest in common/collective trusts at end of year2017-12-31$1,343,686
Value of interest in common/collective trusts at beginning of year2017-12-31$1,916,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,073,482
Net investment gain or loss from common/collective trusts2017-12-31$30,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$977,849
Employer contributions (assets) at end of year2017-12-31$7,603
Employer contributions (assets) at beginning of year2017-12-31$10,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,509,140
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KERNUTT STOKES, LLP
Accountancy firm EIN2017-12-31930396435
2016 : OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,803,495
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,438,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,429,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,369,233
Value of total assets at end of year2016-12-31$32,820,743
Value of total assets at beginning of year2016-12-31$33,455,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,084
Total interest from all sources2016-12-31$13,519
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$642,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$642,242
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,094,454
Participant contributions at end of year2016-12-31$344,691
Participant contributions at beginning of year2016-12-31$448,891
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$304,074
Administrative expenses (other) incurred2016-12-31$9,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-635,089
Value of net assets at end of year (total assets less liabilities)2016-12-31$32,820,743
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$33,455,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$30,549,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$30,521,796
Interest on participant loans2016-12-31$13,519
Value of interest in common/collective trusts at end of year2016-12-31$1,916,003
Value of interest in common/collective trusts at beginning of year2016-12-31$2,473,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,741,517
Net investment gain or loss from common/collective trusts2016-12-31$36,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$970,705
Employer contributions (assets) at end of year2016-12-31$10,135
Employer contributions (assets) at beginning of year2016-12-31$11,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,429,500
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KERNUTT STOKES, LLP
Accountancy firm EIN2016-12-31930396435
2015 : OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,246,883
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,165,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,154,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,297,640
Value of total assets at end of year2015-12-31$33,455,832
Value of total assets at beginning of year2015-12-31$36,374,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,506
Total interest from all sources2015-12-31$16,137
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,159,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,159,102
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,106,435
Participant contributions at end of year2015-12-31$448,891
Participant contributions at beginning of year2015-12-31$510,122
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$203,502
Administrative expenses (other) incurred2015-12-31$11,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,919,018
Value of net assets at end of year (total assets less liabilities)2015-12-31$33,455,832
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$36,374,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$30,521,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$33,039,716
Interest on participant loans2015-12-31$16,137
Value of interest in common/collective trusts at end of year2015-12-31$2,473,883
Value of interest in common/collective trusts at beginning of year2015-12-31$2,817,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,275,369
Net investment gain or loss from common/collective trusts2015-12-31$49,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$987,703
Employer contributions (assets) at end of year2015-12-31$11,262
Employer contributions (assets) at beginning of year2015-12-31$7,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,154,395
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KERNUTT STOKES, LLP
Accountancy firm EIN2015-12-31930396435
2014 : OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,018,587
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,942,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,930,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,373,263
Value of total assets at end of year2014-12-31$36,374,850
Value of total assets at beginning of year2014-12-31$35,298,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,880
Total interest from all sources2014-12-31$16,795
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$842,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$842,585
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,067,354
Participant contributions at end of year2014-12-31$510,122
Participant contributions at beginning of year2014-12-31$605,225
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$359,604
Administrative expenses (other) incurred2014-12-31$11,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,075,915
Value of net assets at end of year (total assets less liabilities)2014-12-31$36,374,850
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$35,298,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$33,039,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$31,390,523
Interest on participant loans2014-12-31$16,795
Value of interest in common/collective trusts at end of year2014-12-31$2,817,207
Value of interest in common/collective trusts at beginning of year2014-12-31$3,293,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,730,100
Net investment gain or loss from common/collective trusts2014-12-31$55,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$946,305
Employer contributions (assets) at end of year2014-12-31$7,805
Employer contributions (assets) at beginning of year2014-12-31$9,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,930,792
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KERNUTT STOKES, LLP
Accountancy firm EIN2014-12-31930396435
2013 : OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,684,851
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,619,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,606,842
Value of total corrective distributions2013-12-31$1,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,338,598
Value of total assets at end of year2013-12-31$35,298,935
Value of total assets at beginning of year2013-12-31$35,234,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,984
Total interest from all sources2013-12-31$18,294
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$866,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$866,240
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,125,435
Participant contributions at end of year2013-12-31$605,225
Participant contributions at beginning of year2013-12-31$585,128
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$232,894
Administrative expenses (other) incurred2013-12-31$11,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$64,856
Value of net assets at end of year (total assets less liabilities)2013-12-31$35,298,935
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$35,234,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$31,390,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,157,795
Interest on participant loans2013-12-31$18,294
Value of interest in common/collective trusts at end of year2013-12-31$3,293,456
Value of interest in common/collective trusts at beginning of year2013-12-31$3,483,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,403,022
Net investment gain or loss from common/collective trusts2013-12-31$58,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$980,269
Employer contributions (assets) at end of year2013-12-31$9,731
Employer contributions (assets) at beginning of year2013-12-31$8,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,606,842
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KERNUTT STOKES, LLP
Accountancy firm EIN2013-12-31930396435
2012 : OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,816,061
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,771,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,759,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,089,704
Value of total assets at end of year2012-12-31$35,234,079
Value of total assets at beginning of year2012-12-31$32,189,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,029
Total interest from all sources2012-12-31$19,167
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$820,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$820,948
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,109,436
Participant contributions at end of year2012-12-31$585,128
Participant contributions at beginning of year2012-12-31$719,060
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$46,699
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$20,909
Administrative expenses (other) incurred2012-12-31$12,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,044,184
Value of net assets at end of year (total assets less liabilities)2012-12-31$35,234,079
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$32,189,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$31,157,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$27,765,960
Interest on participant loans2012-12-31$19,167
Value of interest in common/collective trusts at end of year2012-12-31$3,483,013
Value of interest in common/collective trusts at beginning of year2012-12-31$3,619,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,809,577
Net investment gain or loss from common/collective trusts2012-12-31$76,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$959,359
Employer contributions (assets) at end of year2012-12-31$8,143
Employer contributions (assets) at beginning of year2012-12-31$38,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,759,848
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KERNUTT STOKES, LLP
Accountancy firm EIN2012-12-31930396435
2011 : OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,445,440
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,653,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,640,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,578,491
Value of total assets at end of year2011-12-31$32,189,895
Value of total assets at beginning of year2011-12-31$31,397,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,378
Total interest from all sources2011-12-31$21,891
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$774,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$774,910
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,298,470
Participant contributions at end of year2011-12-31$719,060
Participant contributions at beginning of year2011-12-31$543,763
Participant contributions at end of year2011-12-31$46,699
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$149,865
Administrative expenses (other) incurred2011-12-31$12,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$792,429
Value of net assets at end of year (total assets less liabilities)2011-12-31$32,189,895
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$31,397,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$27,765,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$27,626,686
Interest on participant loans2011-12-31$21,891
Value of interest in common/collective trusts at end of year2011-12-31$3,619,731
Value of interest in common/collective trusts at beginning of year2011-12-31$3,227,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,031,019
Net investment gain or loss from common/collective trusts2011-12-31$101,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,130,156
Employer contributions (assets) at end of year2011-12-31$38,445
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,640,633
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KERNUTT STOKES, LLP
Accountancy firm EIN2011-12-31930396435
2010 : OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,641,200
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$797,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$785,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,353,562
Value of total assets at end of year2010-12-31$31,397,466
Value of total assets at beginning of year2010-12-31$26,554,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,312
Total interest from all sources2010-12-31$21,689
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$626,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$626,061
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,269,309
Participant contributions at end of year2010-12-31$543,763
Participant contributions at beginning of year2010-12-31$501,631
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$177
Administrative expenses (other) incurred2010-12-31$12,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,843,449
Value of net assets at end of year (total assets less liabilities)2010-12-31$31,397,466
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$26,554,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$27,626,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$22,480,069
Interest on participant loans2010-12-31$21,689
Value of interest in common/collective trusts at end of year2010-12-31$3,227,017
Value of interest in common/collective trusts at beginning of year2010-12-31$3,571,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,553,538
Net investment gain or loss from common/collective trusts2010-12-31$86,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,084,253
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$785,439
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KERNUTT STOKES, LLP
Accountancy firm EIN2010-12-31930396435

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

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

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