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FARMERS GROUP, INC. 401K SAVINGS PLAN 401k Plan overview

Plan NameFARMERS GROUP, INC. 401K SAVINGS PLAN
Plan identification number 002

FARMERS GROUP, INC. 401K SAVINGS 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FARMERS GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:FARMERS GROUP, INC.
Employer identification number (EIN):950725935
NAIC Classification:524290

Additional information about FARMERS GROUP, INC.

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 1927-10-17
Company Identification Number: 19271000069
Legal Registered Office Address: 2215-B RENAISSANCE DR

LAS VEGAS
United States of America (USA)
89119

More information about FARMERS GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FARMERS GROUP, INC. 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ANTHONY MORRIS
0022016-01-01ANTHONY MORRIS ANTHONY MORRIS2017-09-29
0022015-01-01ANTHONY MORRIS
0022014-01-01ANTHONY MORRIS ANTHONY MORRIS2015-10-02
0022013-01-01ANTHONY MORRIS
0022012-01-01ANTHONY MORRIS
0022011-01-01ANTHONY MORRIS
0022010-01-01ANTHONY MORRIS
0022009-01-01ANTHONY MORRIS

Plan Statistics for FARMERS GROUP, INC. 401K SAVINGS PLAN

401k plan membership statisitcs for FARMERS GROUP, INC. 401K SAVINGS PLAN

Measure Date Value
2022: FARMERS GROUP, INC. 401K SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0131,370
Total number of active participants reported on line 7a of the Form 55002022-01-0122,503
Number of retired or separated participants receiving benefits2022-01-01532
Number of other retired or separated participants entitled to future benefits2022-01-018,734
Total of all active and inactive participants2022-01-0131,769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0186
Total participants2022-01-0131,855
Number of participants with account balances2022-01-0131,303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012,027
2021: FARMERS GROUP, INC. 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0127,210
Total number of active participants reported on line 7a of the Form 55002021-01-0122,423
Number of retired or separated participants receiving benefits2021-01-01443
Number of other retired or separated participants entitled to future benefits2021-01-018,424
Total of all active and inactive participants2021-01-0131,290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0180
Total participants2021-01-0131,370
Number of participants with account balances2021-01-0130,899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011,741
2020: FARMERS GROUP, INC. 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0127,476
Total number of active participants reported on line 7a of the Form 55002020-01-0119,067
Number of retired or separated participants receiving benefits2020-01-01396
Number of other retired or separated participants entitled to future benefits2020-01-017,671
Total of all active and inactive participants2020-01-0127,134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0176
Total participants2020-01-0127,210
Number of participants with account balances2020-01-0126,826
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01871
2019: FARMERS GROUP, INC. 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0124,866
Total number of active participants reported on line 7a of the Form 55002019-01-0120,060
Number of retired or separated participants receiving benefits2019-01-01412
Number of other retired or separated participants entitled to future benefits2019-01-016,942
Total of all active and inactive participants2019-01-0127,414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0162
Total participants2019-01-0127,476
Number of participants with account balances2019-01-0127,130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011,315
2018: FARMERS GROUP, INC. 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0124,613
Total number of active participants reported on line 7a of the Form 55002018-01-0118,052
Number of retired or separated participants receiving benefits2018-01-01353
Number of other retired or separated participants entitled to future benefits2018-01-016,417
Total of all active and inactive participants2018-01-0124,822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0144
Total participants2018-01-0124,866
Number of participants with account balances2018-01-0124,356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: FARMERS GROUP, INC. 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0124,139
Total number of active participants reported on line 7a of the Form 55002017-01-0118,048
Number of retired or separated participants receiving benefits2017-01-01290
Number of other retired or separated participants entitled to future benefits2017-01-016,232
Total of all active and inactive participants2017-01-0124,570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0143
Total participants2017-01-0124,613
Number of participants with account balances2017-01-0124,132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: FARMERS GROUP, INC. 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0123,894
Total number of active participants reported on line 7a of the Form 55002016-01-0117,949
Number of retired or separated participants receiving benefits2016-01-01249
Number of other retired or separated participants entitled to future benefits2016-01-015,897
Total of all active and inactive participants2016-01-0124,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0144
Total participants2016-01-0124,139
Number of participants with account balances2016-01-0123,862
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FARMERS GROUP, INC. 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0124,197
Total number of active participants reported on line 7a of the Form 55002015-01-0118,115
Number of retired or separated participants receiving benefits2015-01-01207
Number of other retired or separated participants entitled to future benefits2015-01-015,535
Total of all active and inactive participants2015-01-0123,857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0137
Total participants2015-01-0123,894
Number of participants with account balances2015-01-0123,561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FARMERS GROUP, INC. 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0124,739
Total number of active participants reported on line 7a of the Form 55002014-01-0118,576
Number of retired or separated participants receiving benefits2014-01-01164
Number of other retired or separated participants entitled to future benefits2014-01-015,431
Total of all active and inactive participants2014-01-0124,171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0126
Total participants2014-01-0124,197
Number of participants with account balances2014-01-0123,852
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FARMERS GROUP, INC. 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0125,454
Total number of active participants reported on line 7a of the Form 55002013-01-0119,134
Number of retired or separated participants receiving benefits2013-01-01123
Number of other retired or separated participants entitled to future benefits2013-01-015,460
Total of all active and inactive participants2013-01-0124,717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0122
Total participants2013-01-0124,739
Number of participants with account balances2013-01-0124,366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FARMERS GROUP, INC. 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0126,209
Total number of active participants reported on line 7a of the Form 55002012-01-0120,615
Number of retired or separated participants receiving benefits2012-01-0198
Number of other retired or separated participants entitled to future benefits2012-01-015,100
Total of all active and inactive participants2012-01-0125,813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0133
Total participants2012-01-0125,846
Number of participants with account balances2012-01-0125,454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: FARMERS GROUP, INC. 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0125,820
Total number of active participants reported on line 7a of the Form 55002011-01-0121,124
Number of retired or separated participants receiving benefits2011-01-0184
Number of other retired or separated participants entitled to future benefits2011-01-014,982
Total of all active and inactive participants2011-01-0126,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0119
Total participants2011-01-0126,209
Number of participants with account balances2011-01-0125,752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011,114
2010: FARMERS GROUP, INC. 401K SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0130,078
Total number of active participants reported on line 7a of the Form 55002010-01-0120,920
Number of retired or separated participants receiving benefits2010-01-0183
Number of other retired or separated participants entitled to future benefits2010-01-014,802
Total of all active and inactive participants2010-01-0125,805
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0115
Total participants2010-01-0125,820
Number of participants with account balances2010-01-0125,644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011,432
2009: FARMERS GROUP, INC. 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0120,966
Total number of active participants reported on line 7a of the Form 55002009-01-0125,152
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-014,916
Total of all active and inactive participants2009-01-0130,073
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-0130,078
Number of participants with account balances2009-01-0129,994
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FARMERS GROUP, INC. 401K SAVINGS PLAN

Measure Date Value
2022 : FARMERS GROUP, INC. 401K SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-126,742,078
Total unrealized appreciation/depreciation of assets2022-12-31$-126,742,078
Total transfer of assets to this plan2022-12-31$5,533
Total transfer of assets from this plan2022-12-31$853,582
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$56,256,111
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$45,752,132
Total income from all sources (including contributions)2022-12-31$-347,862,952
Total loss/gain on sale of assets2022-12-31$-29,159,117
Total of all expenses incurred2022-12-31$273,221,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$264,275,662
Expenses. Certain deemed distributions of participant loans2022-12-31$3,638,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$358,361,169
Value of total assets at end of year2022-12-31$4,091,295,678
Value of total assets at beginning of year2022-12-31$4,702,724,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,307,425
Total interest from all sources2022-12-31$11,549,142
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$11,870,784
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$56,178
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$2,491,610
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$111,250
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$190,765,638
Participant contributions at end of year2022-12-31$57,638,250
Participant contributions at beginning of year2022-12-31$55,630,324
Participant contributions at end of year2022-12-31$10,536
Participant contributions at beginning of year2022-12-31$4,995
Assets. Other investments not covered elsewhere at end of year2022-12-31$82,977,976
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$117,952,389
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$35,506,653
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$45,537,191
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$53,786,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$44,410,534
Other income not declared elsewhere2022-12-31$1,232,909
Administrative expenses (other) incurred2022-12-31$1,348,415
Liabilities. Value of operating payables at end of year2022-12-31$2,469,304
Liabilities. Value of operating payables at beginning of year2022-12-31$1,341,598
Total non interest bearing cash at end of year2022-12-31$28,298
Total non interest bearing cash at beginning of year2022-12-31$14,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-621,084,835
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,035,039,567
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,656,972,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$3,959,010
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$196,263,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$214,933,696
Value of interest in pooled separate accounts at end of year2022-12-31$99,036,874
Interest on participant loans2022-12-31$2,646,104
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$6,310,365
Income. Interest from US Government securities2022-12-31$923,941
Income. Interest from corporate debt instruments2022-12-31$1,677,136
Value of interest in common/collective trusts at end of year2022-12-31$2,840,988,600
Value of interest in common/collective trusts at beginning of year2022-12-31$3,357,527,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$7,775,465
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,168,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,168,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$-8,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$192,781,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$262,005,491
Asset value of US Government securities at end of year2022-12-31$91,014,428
Asset value of US Government securities at beginning of year2022-12-31$69,001,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,143,013
Net investment gain or loss from common/collective trusts2022-12-31$-562,832,748
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$167,595,531
Employer contributions (assets) at end of year2022-12-31$13,841
Employer contributions (assets) at beginning of year2022-12-31$14,877
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$11,814,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$264,275,662
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$25,309,197
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$30,319,466
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$37,045,929
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$36,786,362
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$422,413,566
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$511,715,864
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$786,022,114
Aggregate carrying amount (costs) on sale of assets2022-12-31$815,181,231
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG
Accountancy firm EIN2022-12-31346565596
2021 : FARMERS GROUP, INC. 401K SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$56,156,002
Total unrealized appreciation/depreciation of assets2021-12-31$56,156,002
Total transfer of assets to this plan2021-12-31$2,229,936
Total transfer of assets from this plan2021-12-31$33,166
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$45,752,132
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$140,981,371
Total income from all sources (including contributions)2021-12-31$912,459,451
Total loss/gain on sale of assets2021-12-31$8,015,600
Total of all expenses incurred2021-12-31$360,045,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$350,403,519
Expenses. Certain deemed distributions of participant loans2021-12-31$5,007,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$406,876,246
Value of total assets at end of year2021-12-31$4,702,724,583
Value of total assets at beginning of year2021-12-31$4,243,342,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,634,738
Total interest from all sources2021-12-31$11,278,152
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$11,017,217
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$51,726
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$111,250
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$169,045
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$253,010,846
Participant contributions at end of year2021-12-31$55,630,324
Participant contributions at beginning of year2021-12-31$57,791,114
Participant contributions at end of year2021-12-31$4,995
Participant contributions at beginning of year2021-12-31$11,833
Assets. Other investments not covered elsewhere at end of year2021-12-31$117,952,389
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$133,615,801
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$45,537,191
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$94,595,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$44,410,534
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$139,449,415
Other income not declared elsewhere2021-12-31$3,018,702
Administrative expenses (other) incurred2021-12-31$1,495,847
Liabilities. Value of operating payables at end of year2021-12-31$1,341,598
Liabilities. Value of operating payables at beginning of year2021-12-31$1,531,956
Total non interest bearing cash at end of year2021-12-31$14,785
Total non interest bearing cash at beginning of year2021-12-31$76,737
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$552,414,156
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,656,972,451
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,102,361,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$3,138,891
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$214,933,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$193,730,803
Interest on participant loans2021-12-31$2,742,518
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$5,785,874
Income. Interest from US Government securities2021-12-31$780,271
Income. Interest from corporate debt instruments2021-12-31$1,976,872
Value of interest in common/collective trusts at end of year2021-12-31$3,357,527,216
Value of interest in common/collective trusts at beginning of year2021-12-31$2,822,310,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,168,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,539,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,539,752
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-7,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$262,005,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$289,009,372
Asset value of US Government securities at end of year2021-12-31$69,001,916
Asset value of US Government securities at beginning of year2021-12-31$95,050,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,438,415
Net investment gain or loss from common/collective trusts2021-12-31$410,659,117
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$153,865,400
Employer contributions (assets) at end of year2021-12-31$14,877
Employer contributions (assets) at beginning of year2021-12-31$21,775
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$10,965,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$350,403,519
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$30,319,466
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$34,268,184
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$36,786,362
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$53,386,765
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$511,715,864
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$466,765,068
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$858,234,635
Aggregate carrying amount (costs) on sale of assets2021-12-31$850,219,035
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ERNST & YOUNG
Accountancy firm EIN2021-12-31346565596
2020 : FARMERS GROUP, INC. 401K SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$77,844,211
Total unrealized appreciation/depreciation of assets2020-12-31$77,844,211
Total transfer of assets to this plan2020-12-31$666,920
Total transfer of assets from this plan2020-12-31$780,071
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$140,981,371
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$65,097,025
Total income from all sources (including contributions)2020-12-31$757,684,333
Total loss/gain on sale of assets2020-12-31$-19,331,310
Total of all expenses incurred2020-12-31$221,889,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$215,067,704
Expenses. Certain deemed distributions of participant loans2020-12-31$2,738,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$300,587,222
Value of total assets at end of year2020-12-31$4,243,342,897
Value of total assets at beginning of year2020-12-31$3,631,776,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,082,910
Total interest from all sources2020-12-31$13,866,090
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,349,971
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$93,824
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$169,045
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$165,857
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$155,569,142
Participant contributions at end of year2020-12-31$57,791,114
Participant contributions at beginning of year2020-12-31$59,310,294
Participant contributions at end of year2020-12-31$11,833
Participant contributions at beginning of year2020-12-31$3,166
Assets. Other investments not covered elsewhere at end of year2020-12-31$133,615,802
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$104,039,821
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$94,595,743
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$33,213,083
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$139,449,415
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$63,562,890
Other income not declared elsewhere2020-12-31$440,018
Administrative expenses (other) incurred2020-12-31$1,095,810
Liabilities. Value of operating payables at end of year2020-12-31$1,531,956
Liabilities. Value of operating payables at beginning of year2020-12-31$1,534,135
Total non interest bearing cash at end of year2020-12-31$76,737
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$535,794,754
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,102,361,526
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,566,679,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$2,987,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$193,730,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$107,882,395
Interest on participant loans2020-12-31$3,199,733
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$6,978,364
Income. Interest from US Government securities2020-12-31$927,093
Income. Interest from corporate debt instruments2020-12-31$2,716,016
Value of interest in common/collective trusts at end of year2020-12-31$2,822,310,173
Value of interest in common/collective trusts at beginning of year2020-12-31$2,451,928,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,539,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,982,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,982,494
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$44,884
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$289,009,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$234,651,336
Asset value of US Government securities at end of year2020-12-31$95,050,731
Asset value of US Government securities at beginning of year2020-12-31$80,049,651
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$13,735,792
Net investment gain or loss from common/collective trusts2020-12-31$362,192,339
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$145,018,080
Employer contributions (assets) at end of year2020-12-31$21,775
Employer contributions (assets) at beginning of year2020-12-31$435,213
Income. Dividends from preferred stock2020-12-31$-3,776
Income. Dividends from common stock2020-12-31$8,259,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$215,067,704
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$34,268,184
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$46,762,304
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$53,386,765
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$53,863,805
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$466,765,068
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$457,488,900
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$1,715,420,552
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,734,751,862
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST & YOUNG
Accountancy firm EIN2020-12-31346565596
2019 : FARMERS GROUP, INC. 401K SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$81,586,934
Total unrealized appreciation/depreciation of assets2019-12-31$81,586,934
Total transfer of assets to this plan2019-12-31$867,052
Total transfer of assets from this plan2019-12-31$573,700
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$65,097,025
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$51,093,423
Total income from all sources (including contributions)2019-12-31$880,198,110
Total loss/gain on sale of assets2019-12-31$19,718,402
Total of all expenses incurred2019-12-31$218,819,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$209,397,970
Expenses. Certain deemed distributions of participant loans2019-12-31$4,762,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$306,296,278
Value of total assets at end of year2019-12-31$3,631,776,948
Value of total assets at beginning of year2019-12-31$2,956,101,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,659,361
Total interest from all sources2019-12-31$14,202,970
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,896,402
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$157,994
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$165,857
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$135,496
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$150,051,203
Participant contributions at end of year2019-12-31$59,310,294
Participant contributions at beginning of year2019-12-31$58,037,038
Participant contributions at end of year2019-12-31$3,166
Participant contributions at beginning of year2019-12-31$3,783
Assets. Other investments not covered elsewhere at end of year2019-12-31$104,039,821
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$116,688,806
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$33,213,083
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$17,788,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$63,562,890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$49,975,472
Other income not declared elsewhere2019-12-31$-70,324
Administrative expenses (other) incurred2019-12-31$1,189,049
Liabilities. Value of operating payables at end of year2019-12-31$1,534,135
Liabilities. Value of operating payables at beginning of year2019-12-31$1,117,951
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$661,378,703
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,566,679,923
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,905,007,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$3,470,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$107,882,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$93,033,768
Interest on participant loans2019-12-31$3,135,512
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$7,401,742
Income. Interest from US Government securities2019-12-31$952,840
Income. Interest from corporate debt instruments2019-12-31$2,699,802
Value of interest in common/collective trusts at end of year2019-12-31$2,451,928,629
Value of interest in common/collective trusts at beginning of year2019-12-31$1,929,600,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,982,494
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$850,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$850,603
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$13,074
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$234,651,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$225,752,034
Asset value of US Government securities at end of year2019-12-31$80,049,651
Asset value of US Government securities at beginning of year2019-12-31$73,507,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$351,248
Net investment gain or loss from common/collective trusts2019-12-31$447,216,200
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$156,245,075
Employer contributions (assets) at end of year2019-12-31$435,213
Employer contributions (assets) at beginning of year2019-12-31$444,468
Income. Dividends from preferred stock2019-12-31$1,672
Income. Dividends from common stock2019-12-31$10,736,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$209,397,970
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$46,762,304
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$33,531,839
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$53,863,805
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$41,517,473
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$457,488,900
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$365,209,759
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$990,996,243
Aggregate carrying amount (costs) on sale of assets2019-12-31$971,277,841
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2019-12-31134008324
2018 : FARMERS GROUP, INC. 401K SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-57,590,017
Total unrealized appreciation/depreciation of assets2018-12-31$-57,590,017
Total transfer of assets to this plan2018-12-31$329,311
Total transfer of assets from this plan2018-12-31$1,035,376
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$51,093,423
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$84,809,656
Total income from all sources (including contributions)2018-12-31$47,481,762
Total loss/gain on sale of assets2018-12-31$-8,993,143
Total of all expenses incurred2018-12-31$201,769,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$192,958,879
Expenses. Certain deemed distributions of participant loans2018-12-31$4,242,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$215,798,567
Value of total assets at end of year2018-12-31$2,956,101,291
Value of total assets at beginning of year2018-12-31$3,144,811,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,568,352
Total interest from all sources2018-12-31$13,291,162
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,264,662
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$132,675
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$135,496
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$455,110
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$144,311,424
Participant contributions at end of year2018-12-31$58,037,038
Participant contributions at beginning of year2018-12-31$56,871,733
Participant contributions at end of year2018-12-31$3,783
Participant contributions at beginning of year2018-12-31$2,591
Assets. Other investments not covered elsewhere at end of year2018-12-31$116,688,806
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$111,550,335
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$17,788,350
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$71,331,036
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$49,975,472
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$83,733,233
Other income not declared elsewhere2018-12-31$66,234
Administrative expenses (other) incurred2018-12-31$1,251,620
Liabilities. Value of operating payables at end of year2018-12-31$1,117,951
Liabilities. Value of operating payables at beginning of year2018-12-31$1,076,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-154,287,869
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,905,007,868
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,060,001,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$3,316,732
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$93,033,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$71,177,383
Interest on participant loans2018-12-31$2,789,514
Interest earned on other investments2018-12-31$6,760,390
Income. Interest from US Government securities2018-12-31$790,743
Income. Interest from corporate debt instruments2018-12-31$2,950,515
Value of interest in common/collective trusts at end of year2018-12-31$1,929,600,293
Value of interest in common/collective trusts at beginning of year2018-12-31$2,037,098,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$850,603
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,226,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,226,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$225,752,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$226,384,233
Asset value of US Government securities at end of year2018-12-31$73,507,581
Asset value of US Government securities at beginning of year2018-12-31$43,829,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$207,918
Net investment gain or loss from common/collective trusts2018-12-31$-125,563,621
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$71,487,143
Employer contributions (assets) at end of year2018-12-31$444,468
Employer contributions (assets) at beginning of year2018-12-31$439,660
Income. Dividends from common stock2018-12-31$10,131,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$192,958,879
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$33,531,839
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$41,101,365
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$41,517,473
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$56,116,876
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$365,209,759
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$426,227,078
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$795,745,575
Aggregate carrying amount (costs) on sale of assets2018-12-31$804,738,718
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2018-12-31134008324
2017 : FARMERS GROUP, INC. 401K SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$70,864,056
Total unrealized appreciation/depreciation of assets2017-12-31$70,864,056
Total transfer of assets to this plan2017-12-31$4,478,557
Total transfer of assets from this plan2017-12-31$25,788,411
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$84,809,656
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$110,537,171
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$632,418,640
Total loss/gain on sale of assets2017-12-31$12,217,606
Total of all expenses incurred2017-12-31$165,885,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$157,032,105
Expenses. Certain deemed distributions of participant loans2017-12-31$4,409,360
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$210,676,544
Value of total assets at end of year2017-12-31$3,144,811,458
Value of total assets at beginning of year2017-12-31$2,725,316,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,444,522
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$12,816,606
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$9,294,466
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$24,001
Administrative expenses professional fees incurred2017-12-31$5,368
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$455,110
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$536,243
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$137,707,970
Participant contributions at end of year2017-12-31$56,871,733
Participant contributions at beginning of year2017-12-31$56,886,250
Participant contributions at end of year2017-12-31$2,591
Participant contributions at beginning of year2017-12-31$28,206
Assets. Other investments not covered elsewhere at end of year2017-12-31$111,550,335
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$68,894,537
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$71,331,036
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$98,581,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$83,733,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$109,749,934
Other income not declared elsewhere2017-12-31$133,458
Administrative expenses (other) incurred2017-12-31$1,322,395
Liabilities. Value of operating payables at end of year2017-12-31$1,076,423
Liabilities. Value of operating payables at beginning of year2017-12-31$787,237
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$466,532,653
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,060,001,802
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,614,779,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$3,116,759
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$71,177,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$68,284,334
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$2,476,531
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$6,401,654
Income. Interest from US Government securities2017-12-31$720,941
Income. Interest from corporate debt instruments2017-12-31$3,217,480
Value of interest in common/collective trusts at end of year2017-12-31$2,037,098,692
Value of interest in common/collective trusts at beginning of year2017-12-31$1,744,404,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,226,247
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,454,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,454,443
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$226,384,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$239,345,360
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$43,829,119
Asset value of US Government securities at beginning of year2017-12-31$84,956,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$92,830
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$316,323,074
Net gain/loss from 103.12 investment entities2017-12-31$0
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$72,968,574
Employer contributions (assets) at end of year2017-12-31$439,660
Employer contributions (assets) at beginning of year2017-12-31$417,980
Income. Dividends from preferred stock2017-12-31$1,617
Income. Dividends from common stock2017-12-31$9,268,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$157,032,105
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$41,101,365
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$49,265,332
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$56,116,876
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$45,184,376
Contract administrator fees2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$426,227,078
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$265,075,586
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$731,214,690
Aggregate carrying amount (costs) on sale of assets2017-12-31$718,997,084
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31PRICEWATERHOUSE COOPERS
Accountancy firm EIN2017-12-31134008324
2016 : FARMERS GROUP, INC. 401K SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$4,786,136
Total unrealized appreciation/depreciation of assets2016-12-31$4,786,136
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$110,537,170
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$32,490,426
Total income from all sources (including contributions)2016-12-31$363,548,570
Total loss/gain on sale of assets2016-12-31$-7,331,731
Total of all expenses incurred2016-12-31$145,388,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$137,038,616
Expenses. Certain deemed distributions of participant loans2016-12-31$4,360,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$200,663,565
Value of total assets at end of year2016-12-31$2,725,316,173
Value of total assets at beginning of year2016-12-31$2,429,109,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,989,629
Total interest from all sources2016-12-31$12,534,526
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,067,781
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$66,749
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$536,243
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$1,108,574
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$130,891,605
Participant contributions at end of year2016-12-31$56,886,250
Participant contributions at beginning of year2016-12-31$57,822,521
Participant contributions at end of year2016-12-31$28,206
Participant contributions at beginning of year2016-12-31$2,817
Assets. Other investments not covered elsewhere at end of year2016-12-31$68,894,537
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$80,596,951
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$98,581,962
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$29,130,973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$109,749,933
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$31,749,761
Other income not declared elsewhere2016-12-31$667,190
Administrative expenses (other) incurred2016-12-31$1,308,870
Liabilities. Value of operating payables at end of year2016-12-31$787,237
Liabilities. Value of operating payables at beginning of year2016-12-31$740,665
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$218,159,721
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,614,779,003
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,396,619,282
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
Investment advisory and management fees2016-12-31$2,680,759
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$68,284,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$60,909,060
Interest on participant loans2016-12-31$2,427,360
Interest earned on other investments2016-12-31$6,111,064
Income. Interest from US Government securities2016-12-31$741,273
Income. Interest from corporate debt instruments2016-12-31$3,249,109
Value of interest in common/collective trusts at end of year2016-12-31$1,744,404,641
Value of interest in common/collective trusts at beginning of year2016-12-31$1,492,847,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,454,443
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,703,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,703,375
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$239,345,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$218,012,427
Asset value of US Government securities at end of year2016-12-31$84,956,923
Asset value of US Government securities at beginning of year2016-12-31$60,810,651
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$447,163
Net investment gain or loss from common/collective trusts2016-12-31$143,713,940
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$69,771,960
Employer contributions (assets) at end of year2016-12-31$417,980
Employer contributions (assets) at beginning of year2016-12-31$517,514
Income. Dividends from preferred stock2016-12-31$2,950
Income. Dividends from common stock2016-12-31$7,998,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$137,038,616
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$49,265,332
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$48,432,627
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$45,184,376
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$40,533,591
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$265,075,586
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$334,681,033
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$956,171,313
Aggregate carrying amount (costs) on sale of assets2016-12-31$963,503,044
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31PRICEWATERHOUSE COOPERS
Accountancy firm EIN2016-12-31134008324
2015 : FARMERS GROUP, INC. 401K SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-24,823,319
Total unrealized appreciation/depreciation of assets2015-12-31$-24,823,319
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$32,490,426
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$46,180,632
Total income from all sources (including contributions)2015-12-31$186,250,702
Total loss/gain on sale of assets2015-12-31$10,775,110
Total of all expenses incurred2015-12-31$149,212,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$140,740,912
Expenses. Certain deemed distributions of participant loans2015-12-31$3,951,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$195,820,555
Value of total assets at end of year2015-12-31$2,429,109,708
Value of total assets at beginning of year2015-12-31$2,405,761,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,519,818
Total interest from all sources2015-12-31$12,330,868
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,867,145
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$38,538
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$1,108,574
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$1,308,163
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$126,000,186
Participant contributions at end of year2015-12-31$57,822,521
Participant contributions at beginning of year2015-12-31$54,522,996
Participant contributions at end of year2015-12-31$2,817
Participant contributions at beginning of year2015-12-31$889
Assets. Other investments not covered elsewhere at end of year2015-12-31$80,596,951
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$110,449,166
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$29,130,973
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$43,909,451
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$31,749,761
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$45,038,800
Other income not declared elsewhere2015-12-31$206,517
Administrative expenses (other) incurred2015-12-31$1,389,999
Liabilities. Value of operating payables at end of year2015-12-31$740,665
Liabilities. Value of operating payables at beginning of year2015-12-31$1,141,832
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$37,038,396
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,396,619,282
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,359,580,886
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
Investment advisory and management fees2015-12-31$3,129,819
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$60,909,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$46,162,162
Interest on participant loans2015-12-31$2,325,752
Interest earned on other investments2015-12-31$5,878,159
Income. Interest from US Government securities2015-12-31$820,741
Income. Interest from corporate debt instruments2015-12-31$3,293,966
Value of interest in common/collective trusts at end of year2015-12-31$1,492,847,594
Value of interest in common/collective trusts at beginning of year2015-12-31$1,380,341,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,703,375
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$957,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$957,162
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$12,250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$218,012,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$218,337,297
Asset value of US Government securities at end of year2015-12-31$60,810,651
Asset value of US Government securities at beginning of year2015-12-31$38,730,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-200,798
Net investment gain or loss from common/collective trusts2015-12-31$-16,725,376
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$69,820,369
Employer contributions (assets) at end of year2015-12-31$517,514
Employer contributions (assets) at beginning of year2015-12-31$459,479
Income. Dividends from preferred stock2015-12-31$26,117
Income. Dividends from common stock2015-12-31$8,802,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$140,740,912
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$48,432,627
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$47,230,552
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$40,533,591
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$48,480,229
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$334,681,033
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$414,872,040
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$900,417,639
Aggregate carrying amount (costs) on sale of assets2015-12-31$889,642,529
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31PRICEWATERHOUSE COOPERS
Accountancy firm EIN2015-12-31134008324
2014 : FARMERS GROUP, INC. 401K SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,538,722
Total unrealized appreciation/depreciation of assets2014-12-31$1,538,722
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$46,180,632
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,244,648
Total income from all sources (including contributions)2014-12-31$310,452,289
Total loss/gain on sale of assets2014-12-31$-7,074,741
Total of all expenses incurred2014-12-31$163,216,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$154,036,797
Expenses. Certain deemed distributions of participant loans2014-12-31$4,239,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$188,178,519
Value of total assets at end of year2014-12-31$2,405,761,518
Value of total assets at beginning of year2014-12-31$2,217,590,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,940,737
Total interest from all sources2014-12-31$12,675,609
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$9,392,940
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$17,494
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$1,308,163
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$475,448
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$119,937,773
Participant contributions at end of year2014-12-31$54,522,996
Participant contributions at beginning of year2014-12-31$51,511,835
Participant contributions at end of year2014-12-31$889
Participant contributions at beginning of year2014-12-31$6,652
Assets. Other investments not covered elsewhere at end of year2014-12-31$110,449,166
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$191,864,449
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$43,909,451
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$14,114,665
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$45,038,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$5,049,648
Other income not declared elsewhere2014-12-31$2,111,173
Administrative expenses (other) incurred2014-12-31$1,542,924
Liabilities. Value of operating payables at end of year2014-12-31$1,141,832
Liabilities. Value of operating payables at beginning of year2014-12-31$195,000
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$29,255
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$147,235,426
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,359,580,886
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,212,345,460
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
Investment advisory and management fees2014-12-31$3,397,813
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$46,162,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$37,477,570
Interest on participant loans2014-12-31$2,195,670
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$5,892,754
Income. Interest from US Government securities2014-12-31$796,312
Income. Interest from corporate debt instruments2014-12-31$3,784,103
Value of interest in common/collective trusts at end of year2014-12-31$1,380,341,508
Value of interest in common/collective trusts at beginning of year2014-12-31$1,204,135,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$957,162
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,548,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,548,068
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$6,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$218,337,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$156,268,815
Asset value of US Government securities at end of year2014-12-31$38,730,424
Asset value of US Government securities at beginning of year2014-12-31$28,374,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,572,132
Net investment gain or loss from common/collective trusts2014-12-31$102,057,935
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$68,240,746
Employer contributions (assets) at end of year2014-12-31$459,479
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$9,210
Income. Dividends from common stock2014-12-31$9,366,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$154,036,797
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$47,230,552
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$36,603,468
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$48,480,229
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$35,066,023
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$414,872,040
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$460,114,495
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$702,313,675
Aggregate carrying amount (costs) on sale of assets2014-12-31$709,388,416
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PRICEWATERHOUSE COOPERS
Accountancy firm EIN2014-12-31134008324
2013 : FARMERS GROUP, INC. 401K SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$9,072,494
Total unrealized appreciation/depreciation of assets2013-12-31$9,072,494
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,244,648
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$154,000
Total income from all sources (including contributions)2013-12-31$504,479,405
Total loss/gain on sale of assets2013-12-31$48,224,420
Total of all expenses incurred2013-12-31$154,572,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$148,060,653
Expenses. Certain deemed distributions of participant loans2013-12-31$5,485,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$181,781,290
Value of total assets at end of year2013-12-31$2,217,590,108
Value of total assets at beginning of year2013-12-31$1,862,593,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,026,444
Total interest from all sources2013-12-31$16,915,920
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,553,235
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$23,399
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$475,448
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$113,812,467
Participant contributions at end of year2013-12-31$51,511,835
Participant contributions at beginning of year2013-12-31$48,461,656
Participant contributions at end of year2013-12-31$6,652
Participant contributions at beginning of year2013-12-31$47,538
Assets. Other investments not covered elsewhere at end of year2013-12-31$191,864,449
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$66,075,049
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$14,114,665
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,511,096
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$5,049,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$1,026,444
Liabilities. Value of operating payables at end of year2013-12-31$195,000
Liabilities. Value of operating payables at beginning of year2013-12-31$154,000
Total non interest bearing cash at end of year2013-12-31$29,255
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$349,906,457
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,212,345,460
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,862,439,003
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$37,477,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,587,468,577
Interest on participant loans2013-12-31$2,090,434
Interest earned on other investments2013-12-31$12,751,319
Income. Interest from US Government securities2013-12-31$661,349
Income. Interest from corporate debt instruments2013-12-31$1,412,818
Value of interest in common/collective trusts at end of year2013-12-31$1,204,135,306
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,548,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$156,268,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$158,521,426
Asset value of US Government securities at end of year2013-12-31$28,374,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$110,252,700
Net investment gain or loss from common/collective trusts2013-12-31$134,679,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$67,968,823
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$507,661
Income. Dividends from preferred stock2013-12-31$11,470
Income. Dividends from common stock2013-12-31$3,518,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$148,060,653
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$36,603,468
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$35,066,023
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$460,114,495
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,519,388,741
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,471,164,321
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31PRICEWATERHOUSE COOPERS
Accountancy firm EIN2013-12-31134008324
2012 : FARMERS GROUP, INC. 401K SAVINGS 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$154,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$135,000
Total income from all sources (including contributions)2012-12-31$388,262,304
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$102,371,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$98,987,116
Expenses. Certain deemed distributions of participant loans2012-12-31$3,025,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$191,637,147
Value of total assets at end of year2012-12-31$1,862,593,003
Value of total assets at beginning of year2012-12-31$1,576,683,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$359,624
Total interest from all sources2012-12-31$4,880,636
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$40,357,937
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$40,357,937
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$30,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$122,245,624
Participant contributions at end of year2012-12-31$48,461,656
Participant contributions at beginning of year2012-12-31$43,606,716
Participant contributions at end of year2012-12-31$47,538
Assets. Other investments not covered elsewhere at end of year2012-12-31$66,075,049
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$65,061,371
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,511,096
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,752,719
Administrative expenses (other) incurred2012-12-31$359,624
Liabilities. Value of operating payables at end of year2012-12-31$154,000
Liabilities. Value of operating payables at beginning of year2012-12-31$135,000
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$285,890,454
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,862,439,003
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,576,548,549
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$1,587,468,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,322,410,771
Interest on participant loans2012-12-31$1,932,928
Interest earned on other investments2012-12-31$2,947,708
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$158,521,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$143,354,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$151,386,584
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$69,391,523
Employer contributions (assets) at end of year2012-12-31$507,661
Employer contributions (assets) at beginning of year2012-12-31$497,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$98,987,116
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2012-12-31134008324
2011 : FARMERS GROUP, INC. 401K SAVINGS 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$135,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$130,000
Total income from all sources (including contributions)2011-12-31$179,938,169
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$138,439,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$134,536,578
Expenses. Certain deemed distributions of participant loans2011-12-31$3,398,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$185,294,927
Value of total assets at end of year2011-12-31$1,576,683,549
Value of total assets at beginning of year2011-12-31$1,535,179,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$504,302
Total interest from all sources2011-12-31$1,903,745
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$36,415,618
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$36,415,618
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$30,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$117,639,943
Participant contributions at end of year2011-12-31$43,606,716
Participant contributions at beginning of year2011-12-31$42,526,135
Participant contributions at beginning of year2011-12-31$9,367
Assets. Other investments not covered elsewhere at end of year2011-12-31$65,061,371
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,752,719
Administrative expenses (other) incurred2011-12-31$504,302
Liabilities. Value of operating payables at end of year2011-12-31$135,000
Liabilities. Value of operating payables at beginning of year2011-12-31$130,000
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$41,498,712
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,576,548,549
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,535,049,837
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$1,322,410,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,287,753,725
Interest on participant loans2011-12-31$1,903,745
Value of interest in common/collective trusts at beginning of year2011-12-31$204,881,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$143,354,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-38,535,305
Net investment gain or loss from common/collective trusts2011-12-31$-5,140,816
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$67,654,984
Employer contributions (assets) at end of year2011-12-31$497,100
Employer contributions (assets) at beginning of year2011-12-31$9,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$134,536,578
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2011-12-31134008324
2010 : FARMERS GROUP, INC. 401K SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$24,189,197
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$130,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$124,998
Total income from all sources (including contributions)2010-12-31$339,176,955
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$142,620,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$137,741,595
Expenses. Certain deemed distributions of participant loans2010-12-31$4,418,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$177,027,878
Value of total assets at end of year2010-12-31$1,535,179,837
Value of total assets at beginning of year2010-12-31$1,314,429,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$460,679
Total interest from all sources2010-12-31$1,843,670
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$35,976,395
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$35,976,395
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$30,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
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$112,787,203
Participant contributions at end of year2010-12-31$42,526,135
Participant contributions at beginning of year2010-12-31$36,990,311
Participant contributions at end of year2010-12-31$9,367
Administrative expenses (other) incurred2010-12-31$460,679
Liabilities. Value of operating payables at end of year2010-12-31$130,000
Liabilities. Value of operating payables at beginning of year2010-12-31$124,998
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$196,556,366
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,535,049,837
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,314,304,274
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$1,287,753,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,088,787,251
Interest on participant loans2010-12-31$1,843,670
Value of interest in common/collective trusts at end of year2010-12-31$204,881,289
Value of interest in common/collective trusts at beginning of year2010-12-31$188,651,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$119,758,524
Net investment gain or loss from common/collective trusts2010-12-31$4,570,488
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$64,240,675
Employer contributions (assets) at end of year2010-12-31$9,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$137,741,595
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2010-12-31134008324
2009 : FARMERS GROUP, INC. 401K SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FARMERS GROUP, INC. 401K SAVINGS PLAN

2022: FARMERS GROUP, INC. 401K SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FARMERS GROUP, INC. 401K SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FARMERS GROUP, INC. 401K SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FARMERS GROUP, INC. 401K SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FARMERS GROUP, INC. 401K SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FARMERS GROUP, INC. 401K SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FARMERS GROUP, INC. 401K SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FARMERS GROUP, INC. 401K SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FARMERS GROUP, INC. 401K SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FARMERS GROUP, INC. 401K SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FARMERS GROUP, INC. 401K SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FARMERS GROUP, INC. 401K SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FARMERS GROUP, INC. 401K SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FARMERS GROUP, INC. 401K SAVINGS 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

Insurance Providers Used on plan

MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01246TR
Policy instance 3
Insurance contract or identification numberMDA01246TR
Number of Individuals Covered4103
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62451
Policy instance 2
Insurance contract or identification numberGA-62451
Number of Individuals Covered4103
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 32972
Policy instance 1
Insurance contract or identification numberGAC 32972
Number of Individuals Covered4103
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01246TR
Policy instance 3
Insurance contract or identification numberMDA01246TR
Number of Individuals Covered4122
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62451
Policy instance 2
Insurance contract or identification numberGA-62451
Number of Individuals Covered4122
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 32972
Policy instance 1
Insurance contract or identification numberGAC 32972
Number of Individuals Covered4122
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 32972
Policy instance 1
Insurance contract or identification numberGAC 32972
Number of Individuals Covered4479
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62451
Policy instance 2
Insurance contract or identification numberGA-62451
Number of Individuals Covered4479
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01246TR
Policy instance 3
Insurance contract or identification numberMDA01246TR
Number of Individuals Covered4479
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 32972
Policy instance 1
Insurance contract or identification numberGAC 32972
Number of Individuals Covered4564
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62451
Policy instance 2
Insurance contract or identification numberGA-62451
Number of Individuals Covered4564
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01246TR
Policy instance 3
Insurance contract or identification numberMDA01246TR
Number of Individuals Covered4564
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 32972
Policy instance 1
Insurance contract or identification numberGAC 32972
Number of Individuals Covered4849
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62451
Policy instance 2
Insurance contract or identification numberGA-62451
Number of Individuals Covered4849
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01246TR
Policy instance 3
Insurance contract or identification numberMDA01246TR
Number of Individuals Covered4849
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract numberG-1596-1
Policy instance 1
Insurance contract or identification numberG-1596-1
Number of Individuals Covered5125
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 32972
Policy instance 2
Insurance contract or identification numberGAC 32972
Number of Individuals Covered5125
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01246TR
Policy instance 3
Insurance contract or identification numberMDA01246TR
Number of Individuals Covered5125
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-12303-1
Policy instance 4
Insurance contract or identification number7-12303-1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-12303-2
Policy instance 5
Insurance contract or identification number7-12303-2
Number of Individuals Covered5125
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62451
Policy instance 6
Insurance contract or identification numberGA-62451
Number of Individuals Covered5125
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-12303-1
Policy instance 4
Insurance contract or identification number7-12303-1
Number of Individuals Covered5001
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01246TR
Policy instance 3
Insurance contract or identification numberMDA01246TR
Number of Individuals Covered5001
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 32972
Policy instance 2
Insurance contract or identification numberGAC 32972
Number of Individuals Covered5001
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $144,731
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees144731
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION CHARGE
Insurance broker organization code?7
Insurance broker nameMETROPOLITAN LIFE INSURANCE COMPANY
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract numberG-1596-1
Policy instance 1
Insurance contract or identification numberG-1596-1
Number of Individuals Covered5001
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62451
Policy instance 7
Insurance contract or identification numberGA-62451
Number of Individuals Covered5001
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-12303-2
Policy instance 5
Insurance contract or identification number7-12303-2
Number of Individuals Covered5001
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberGA 2061
Policy instance 6
Insurance contract or identification numberGA 2061
Number of Individuals Covered5001
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01246TR
Policy instance 8
Insurance contract or identification numberMDA01246TR
Number of Individuals Covered5900
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01173TR
Policy instance 2
Insurance contract or identification numberMDA01173TR
Number of Individuals Covered5900
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberGA 2061
Policy instance 1
Insurance contract or identification numberGA 2061
Number of Individuals Covered5900
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 32551
Policy instance 3
Insurance contract or identification numberGAC 32551
Number of Individuals Covered5900
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $25,470
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees25470
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION CHARGE
Insurance broker organization code?7
Insurance broker nameMETROPOLITAN LIFE INSURANCE COMPANY
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract numberG-1596-1
Policy instance 4
Insurance contract or identification numberG-1596-1
Number of Individuals Covered5900
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-12303-1
Policy instance 5
Insurance contract or identification number7-12303-1
Number of Individuals Covered5900
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62451
Policy instance 6
Insurance contract or identification numberGA-62451
Number of Individuals Covered5900
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-12303-2
Policy instance 7
Insurance contract or identification number7-12303-2
Number of Individuals Covered5900
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 32972
Policy instance 9
Insurance contract or identification numberGAC 32972
Number of Individuals Covered5900
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $121,179
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees121179
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION CHARGE
Insurance broker organization code?7
Insurance broker nameMETROPOLITAN LIFE INSURANCE COMPANY
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract numberG-1596-1
Policy instance 4
Insurance contract or identification numberG-1596-1
Number of Individuals Covered6370
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 32551
Policy instance 3
Insurance contract or identification numberGAC 32551
Number of Individuals Covered6370
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $151,212
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees151212
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION CHARGE
Insurance broker organization code?7
Insurance broker nameMETROPOLITAN LIFE INSURANCE COMPANY
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01173TR
Policy instance 2
Insurance contract or identification numberMDA01173TR
Number of Individuals Covered6370
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberGA 2061
Policy instance 1
Insurance contract or identification numberGA 2061
Number of Individuals Covered6370
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-12303-1
Policy instance 5
Insurance contract or identification number7-12303-1
Number of Individuals Covered6370
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62451
Policy instance 6
Insurance contract or identification numberGA-62451
Number of Individuals Covered6370
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-12303-2
Policy instance 7
Insurance contract or identification number7-12303-2
Number of Individuals Covered6370
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01173TR
Policy instance 2
Insurance contract or identification numberMDA01173TR
Number of Individuals Covered7117
Insurance policy start date2012-04-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 32551
Policy instance 4
Insurance contract or identification numberGAC 32551
Number of Individuals Covered7117
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $150,141
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees150141
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION CHARGE
Insurance broker organization code?7
Insurance broker nameMETROPOLITAN LIFE INSURANCE COMPANY
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01135TR
Policy instance 3
Insurance contract or identification numberMDA01135TR
Number of Individuals Covered7117
Insurance policy start date2012-01-01
Insurance policy end date2012-04-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract numberG-1596-1
Policy instance 5
Insurance contract or identification numberG-1596-1
Number of Individuals Covered7117
Insurance policy start date2012-11-29
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-12303-1
Policy instance 6
Insurance contract or identification number7-12303-1
Number of Individuals Covered7117
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62451
Policy instance 7
Insurance contract or identification numberGA-62451
Number of Individuals Covered7117
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberGA 2061
Policy instance 1
Insurance contract or identification numberGA 2061
Number of Individuals Covered7117
Insurance policy start date2012-12-14
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01135TR
Policy instance 1
Insurance contract or identification numberMDA01135TR
Number of Individuals Covered7707
Insurance policy start date2011-10-03
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-12303-1
Policy instance 2
Insurance contract or identification number7-12303-1
Number of Individuals Covered7707
Insurance policy start date2011-10-03
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 32551
Policy instance 3
Insurance contract or identification numberGAC 32551
Number of Individuals Covered7707
Insurance policy start date2011-10-03
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62451
Policy instance 4
Insurance contract or identification numberGA-62451
Number of Individuals Covered7707
Insurance policy start date2011-10-03
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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