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UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameUNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN
Plan identification number 002

UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNITED STATES LIABILITY INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:UNITED STATES LIABILITY INSURANCE COMPANY
Employer identification number (EIN):231383313
NAIC Classification:524290

Additional information about UNITED STATES LIABILITY INSURANCE COMPANY

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 1024456

More information about UNITED STATES LIABILITY INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LOUIS F. RIVITUSO
0022016-01-01LOUIS F. RIVITUSO
0022015-01-01LOUIS F. RIVITUSO
0022014-01-01
0022013-01-01LOUIS F. RIVITUSO
0022012-01-01LOUIS F. RIVITUSO
0022011-01-01LOUIS F. RIVITUSO
0022010-01-01LOUIS F. RIVITUSO
0022009-01-01LOUIS F. RIVITUSO LOUIS F. RIVITUSO2010-07-27

Plan Statistics for UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,291
Total number of active participants reported on line 7a of the Form 55002023-01-011,428
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01122
Total of all active and inactive participants2023-01-011,550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-011,551
Number of participants with account balances2023-01-011,005
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,201
Total number of active participants reported on line 7a of the Form 55002022-01-011,177
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01112
Total of all active and inactive participants2022-01-011,289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-011,291
Number of participants with account balances2022-01-01821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,170
Total number of active participants reported on line 7a of the Form 55002021-01-011,119
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0184
Total of all active and inactive participants2021-01-011,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,204
Number of participants with account balances2021-01-01778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,198
Total number of active participants reported on line 7a of the Form 55002020-01-011,114
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0156
Total of all active and inactive participants2020-01-011,170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,170
Number of participants with account balances2020-01-01722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,210
Total number of active participants reported on line 7a of the Form 55002019-01-011,154
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-011,198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,198
Number of participants with account balances2019-01-01682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,154
Total number of active participants reported on line 7a of the Form 55002018-01-011,155
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0155
Total of all active and inactive participants2018-01-011,210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,210
Number of participants with account balances2018-01-01548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,135
Total number of active participants reported on line 7a of the Form 55002017-01-011,107
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0141
Total of all active and inactive participants2017-01-011,148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,148
Number of participants with account balances2017-01-01510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,034
Total number of active participants reported on line 7a of the Form 55002016-01-011,092
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-011,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,122
Number of participants with account balances2016-01-01466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01949
Total number of active participants reported on line 7a of the Form 55002015-01-011,004
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-011,032
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,032
Number of participants with account balances2015-01-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01877
Total number of active participants reported on line 7a of the Form 55002014-01-01750
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01778
Number of participants with account balances2014-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01789
Total number of active participants reported on line 7a of the Form 55002013-01-01850
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01877
Number of participants with account balances2013-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01649
Total number of active participants reported on line 7a of the Form 55002012-01-01627
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0139
Total of all active and inactive participants2012-01-01666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01666
Number of participants with account balances2012-01-01330
2011: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01670
Total number of active participants reported on line 7a of the Form 55002011-01-01627
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01649
Number of participants with account balances2011-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01685
Total number of active participants reported on line 7a of the Form 55002010-01-01647
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0123
Total of all active and inactive participants2010-01-01670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01670
Number of participants with account balances2010-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01652
Total number of active participants reported on line 7a of the Form 55002009-01-01667
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01685
Number of participants with account balances2009-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$953,556
Total unrealized appreciation/depreciation of assets2023-12-31$953,556
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$611
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$766
Total income from all sources (including contributions)2023-12-31$18,013,863
Total loss/gain on sale of assets2023-12-31$94,298
Total of all expenses incurred2023-12-31$3,713,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,540,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$7,283,370
Value of total assets at end of year2023-12-31$68,141,457
Value of total assets at beginning of year2023-12-31$53,841,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$173,825
Total interest from all sources2023-12-31$126,286
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,458,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,411,501
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$10,285
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$9,822
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$6,090,566
Assets. Other investments not covered elsewhere at end of year2023-12-31$77
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$108
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,192,804
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$14,300,029
Value of net assets at end of year (total assets less liabilities)2023-12-31$68,140,846
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$53,840,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$97,238
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$61,581,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$48,014,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$2,604,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$2,612,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$2,612,983
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$126,286
Asset value of US Government securities at end of year2023-12-31$107,111
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$8,098,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Income. Dividends from preferred stock2023-12-31$604
Income. Dividends from common stock2023-12-31$46,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,540,009
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$3,837,553
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$3,203,985
Liabilities. Value of benefit claims payable at end of year2023-12-31$611
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$766
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$902,338
Aggregate carrying amount (costs) on sale of assets2023-12-31$808,040
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MAILLIE LLP
Accountancy firm EIN2023-12-31231518888
2022 : UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,183,834
Total unrealized appreciation/depreciation of assets2022-12-31$-1,183,834
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$766
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$46
Total income from all sources (including contributions)2022-12-31$-4,872,309
Total loss/gain on sale of assets2022-12-31$-172,566
Total of all expenses incurred2022-12-31$2,968,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,802,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,436,826
Value of total assets at end of year2022-12-31$53,841,583
Value of total assets at beginning of year2022-12-31$61,681,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$165,656
Total interest from all sources2022-12-31$27,643
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,243,657
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,200,709
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$9,822
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$11,397
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,373,737
Assets. Other investments not covered elsewhere at end of year2022-12-31$108
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$496
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,063,089
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$46
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,840,498
Value of net assets at end of year (total assets less liabilities)2022-12-31$53,840,817
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$61,681,315
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$92,159
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$48,014,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$55,815,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,612,983
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,280,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,280,511
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$27,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,224,035
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
Income. Dividends from preferred stock2022-12-31$604
Income. Dividends from common stock2022-12-31$42,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,802,533
Contract administrator fees2022-12-31$73,497
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$3,203,985
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$4,573,133
Liabilities. Value of benefit claims payable at end of year2022-12-31$766
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$531,296
Aggregate carrying amount (costs) on sale of assets2022-12-31$703,862
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAILLIE LLP
Accountancy firm EIN2022-12-31231518888
2021 : UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$670,686
Total unrealized appreciation/depreciation of assets2021-12-31$670,686
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$46
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$862
Total income from all sources (including contributions)2021-12-31$13,630,513
Total loss/gain on sale of assets2021-12-31$122,428
Total of all expenses incurred2021-12-31$2,679,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,527,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,605,694
Value of total assets at end of year2021-12-31$61,681,361
Value of total assets at beginning of year2021-12-31$50,730,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$151,629
Total interest from all sources2021-12-31$187
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,644,352
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$1,606,826
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$11,397
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$26,099
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,676,118
Assets. Other investments not covered elsewhere at end of year2021-12-31$496
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$929,576
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$46
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$96
Administrative expenses (other) incurred2021-12-31$146,180
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$10,951,500
Value of net assets at end of year (total assets less liabilities)2021-12-31$61,681,315
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$50,729,815
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$5,449
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$55,815,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$44,935,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,280,511
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,435,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,435,005
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,587,166
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
Income. Dividends from preferred stock2021-12-31$1,227
Income. Dividends from common stock2021-12-31$36,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,527,384
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$4,573,133
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$3,333,666
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$766
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$751,905
Aggregate carrying amount (costs) on sale of assets2021-12-31$629,477
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAILLIE LLP
Accountancy firm EIN2021-12-31231518888
2020 : UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$814,552
Total unrealized appreciation/depreciation of assets2020-12-31$814,552
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$862
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$138
Total income from all sources (including contributions)2020-12-31$12,454,286
Total loss/gain on sale of assets2020-12-31$-39,227
Total of all expenses incurred2020-12-31$2,032,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,938,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,669,293
Value of total assets at end of year2020-12-31$50,730,677
Value of total assets at beginning of year2020-12-31$40,308,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$94,053
Total interest from all sources2020-12-31$5,878
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,123,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,084,605
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$26,099
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$25,225
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,237,601
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,431,692
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$96
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$138
Administrative expenses (other) incurred2020-12-31$91,655
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$10,421,368
Value of net assets at end of year (total assets less liabilities)2020-12-31$50,729,815
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$40,308,447
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$2,398
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$44,935,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$35,649,835
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,435,005
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,757,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,757,376
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,880,622
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
Income. Dividends from preferred stock2020-12-31$1,342
Income. Dividends from common stock2020-12-31$37,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,938,865
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$3,333,666
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$2,876,149
Liabilities. Value of benefit claims payable at end of year2020-12-31$766
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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$1,756,125
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,795,352
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAILLIE LLP
Accountancy firm EIN2020-12-31231518888
2019 : UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$330,863
Total unrealized appreciation/depreciation of assets2019-12-31$330,863
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$138
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$12,956,465
Total loss/gain on sale of assets2019-12-31$16,608
Total of all expenses incurred2019-12-31$2,111,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,061,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,009,352
Value of total assets at end of year2019-12-31$40,308,585
Value of total assets at beginning of year2019-12-31$29,463,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$50,666
Total interest from all sources2019-12-31$24,344
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,752,942
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$3,727,656
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$25,225
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,456,204
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$7,695,969
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$553,148
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$138
Administrative expenses (other) incurred2019-12-31$50,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,844,502
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,308,447
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,463,945
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$121
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$35,649,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,634,712
Income. Interest from US Government securities2019-12-31$8
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$133,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,757,376
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$24,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,814,933
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
Income. Dividends from preferred stock2019-12-31$750
Income. Dividends from common stock2019-12-31$24,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,061,297
Contract administrator fees2019-12-31$350
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$2,876,149
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
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$285,944
Aggregate carrying amount (costs) on sale of assets2019-12-31$269,336
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MAILLIE LLP
Accountancy firm EIN2019-12-31231518888
2018 : UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$103
Total income from all sources (including contributions)2018-12-31$1,129,672
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,480,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,479,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,741,194
Value of total assets at end of year2018-12-31$29,463,945
Value of total assets at beginning of year2018-12-31$29,814,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$486
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,167,531
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$2,167,531
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,648,287
Assets. Other investments not covered elsewhere at end of year2018-12-31$7,695,969
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$7,077,420
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$92,907
Liabilities. Value of operating payables at beginning of year2018-12-31$103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-350,592
Value of net assets at end of year (total assets less liabilities)2018-12-31$29,463,945
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,814,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,634,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,528,444
Value of interest in master investment trust accounts at end of year2018-12-31$133,264
Value of interest in master investment trust accounts at beginning of year2018-12-31$208,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,776,477
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,479,778
Contract administrator fees2018-12-31$486
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MAILLIE LLP
Accountancy firm EIN2018-12-31231518888
2017 : UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$103
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,477,222
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$757,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$756,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,714,720
Value of total assets at end of year2017-12-31$29,814,640
Value of total assets at beginning of year2017-12-31$23,094,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$465
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,252,051
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,252,051
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,417,353
Assets. Other investments not covered elsewhere at end of year2017-12-31$7,077,420
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$5,506,864
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$297,367
Liabilities. Value of operating payables at end of year2017-12-31$103
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,720,219
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,814,537
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,094,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$22,528,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,384,367
Value of interest in master investment trust accounts at end of year2017-12-31$208,776
Value of interest in master investment trust accounts at beginning of year2017-12-31$203,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,502,728
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$756,538
Contract administrator fees2017-12-31$465
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MAILLIE LLP
Accountancy firm EIN2017-12-31231518888
2016 : UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,451,589
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$308,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$308,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,611,440
Value of total assets at end of year2016-12-31$23,094,318
Value of total assets at beginning of year2016-12-31$18,951,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$326
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,194,007
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,194,007
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,226,246
Assets. Other investments not covered elsewhere at end of year2016-12-31$5,506,864
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$4,333,252
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$385,194
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$4,143,220
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,094,318
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,951,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,384,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,428,059
Value of interest in master investment trust accounts at end of year2016-12-31$203,087
Value of interest in master investment trust accounts at beginning of year2016-12-31$189,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$632,842
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$308,043
Contract administrator fees2016-12-31$326
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MAILLIE LLP
Accountancy firm EIN2016-12-31231518888
2015 : UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,314,898
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,536,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,535,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,094,782
Value of total assets at end of year2015-12-31$18,951,098
Value of total assets at beginning of year2015-12-31$18,172,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$298
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,393,926
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,393,926
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,936,878
Assets. Other investments not covered elsewhere at end of year2015-12-31$4,333,252
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,973,501
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$157,904
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$778,891
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,951,098
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,172,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,428,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,921,981
Value of interest in master investment trust accounts at end of year2015-12-31$189,787
Value of interest in master investment trust accounts at beginning of year2015-12-31$276,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,174,322
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,535,709
Contract administrator fees2015-12-31$298
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MAILLIE LLP
Accountancy firm EIN2015-12-31231518888
2014 : UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,124,293
Total of all expenses incurred2014-12-31$1,298,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,298,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,861,565
Value of total assets at end of year2014-12-31$18,172,207
Value of total assets at beginning of year2014-12-31$16,346,470
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,374,388
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,374,388
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,642,634
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,973,501
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$3,199,563
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$218,931
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,825,737
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,172,207
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,346,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,921,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,882,874
Value of interest in master investment trust accounts at end of year2014-12-31$276,725
Value of interest in master investment trust accounts at beginning of year2014-12-31$264,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-111,660
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,298,556
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MAILLIE LLP
Accountancy firm EIN2014-12-31231518888
2013 : UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,695,971
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$440,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$440,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,521,347
Value of total assets at end of year2013-12-31$16,346,470
Value of total assets at beginning of year2013-12-31$12,091,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$843,680
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$843,680
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,476,404
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,199,563
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,219,801
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$44,943
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$4,255,443
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,346,470
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,091,027
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$12,882,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,619,971
Value of interest in master investment trust accounts at end of year2013-12-31$264,033
Value of interest in master investment trust accounts at beginning of year2013-12-31$251,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,314,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$440,528
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MAILLIE LLP
Accountancy firm EIN2013-12-31231518888
2012 : UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,668,074
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$531,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$531,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,537,364
Value of total assets at end of year2012-12-31$12,091,027
Value of total assets at beginning of year2012-12-31$9,954,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$294,777
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$294,777
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,466,747
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,219,801
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,827,538
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$70,617
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$2,136,350
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,091,027
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,954,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,619,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,881,276
Value of interest in master investment trust accounts at end of year2012-12-31$251,255
Value of interest in master investment trust accounts at beginning of year2012-12-31$245,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$828,873
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$531,724
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 name2012-12-31MAILLIE LLP
Accountancy firm EIN2012-12-31231518888
2011 : UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,391,285
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$637,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$637,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,586,390
Value of total assets at end of year2011-12-31$9,954,677
Value of total assets at beginning of year2011-12-31$9,200,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$73,107
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$73,107
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$1,422,281
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,827,538
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,594,973
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$164,109
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$753,816
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,954,677
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,200,861
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$7,881,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,348,328
Value of interest in master investment trust accounts at end of year2011-12-31$245,863
Value of interest in master investment trust accounts at beginning of year2011-12-31$257,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-279,205
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$637,469
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 name2011-12-31MALLIE, FALCONIERO & COMPANY, LLP
Accountancy firm EIN2011-12-31231518888
2010 : UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,105
Total income from all sources (including contributions)2010-12-31$2,301,834
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$246,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$246,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,341,125
Value of total assets at end of year2010-12-31$9,200,861
Value of total assets at beginning of year2010-12-31$7,150,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$78,710
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$78,710
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,322,263
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$11
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,594,973
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,278,904
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$18,862
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$5,105
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$24,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,055,291
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,200,861
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,145,570
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$7,348,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,743,089
Value of interest in master investment trust accounts at end of year2010-12-31$257,560
Value of interest in master investment trust accounts at beginning of year2010-12-31$240,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$863,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$863,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$864,710
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$246,543
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 name2010-12-31MALLIE, FALCONIERO & COMPANY, LLP
Accountancy firm EIN2010-12-31231518888
2009 : UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING 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 UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN

2023: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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: UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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