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OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN 401k Plan overview

Plan NameOHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN
Plan identification number 501

OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

OHIO FARMERS INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:OHIO FARMERS INSURANCE COMPANY
Employer identification number (EIN):340438190
NAIC Classification:524150

Additional information about OHIO FARMERS INSURANCE COMPANY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1848-02-08
Company Identification Number: 2985
Legal Registered Office Address: -
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United States of America (USA)
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More information about OHIO FARMERS INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01JENNIFER PALMIERI2024-10-14
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01CHRISTOPHER PATERAKIS
5012016-01-01CHRISTOPHER PATERAKIS
5012015-01-01CHRISTOPHER PATERAKIS
5012014-01-01CHRIS PATERAKIS, GROUP HR LEADER CHRIS PATERAKIS, GROUP HR LEADER2015-07-21
5012013-01-01CHRIS PATERAKIS, GROUP HR LEADER CHRIS PATERAKIS, GROUP HR LEADER2014-07-25
5012012-01-01CHRIS PATERAKIS, GROUP HR LEADER CHRIS PATERAKIS, GROUP HR LEADER2013-07-30
5012011-01-01CHRIS PATERAKIS, GROUP HR LEADER CHRIS PATERAKIS, GROUP HR LEADER2012-10-22
5012009-01-01CHRIS PATERAKIS, GROUP HR LEADER CHRIS PATERAKIS, GROUP HR LEADER2010-07-29

Plan Statistics for OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN

401k plan membership statisitcs for OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN

Measure Date Value
2023: OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-013,382
Total number of active participants reported on line 7a of the Form 55002023-01-012,389
Number of retired or separated participants receiving benefits2023-01-011,044
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-013,433
2022: OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,269
Total number of active participants reported on line 7a of the Form 55002022-01-012,385
Number of retired or separated participants receiving benefits2022-01-01997
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-013,382
2021: OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,249
Total number of active participants reported on line 7a of the Form 55002021-01-012,322
Number of retired or separated participants receiving benefits2021-01-01947
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-013,269
2020: OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,275
Total number of active participants reported on line 7a of the Form 55002020-01-012,327
Number of retired or separated participants receiving benefits2020-01-01922
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013,249
2019: OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,303
Total number of active participants reported on line 7a of the Form 55002019-01-012,398
Number of retired or separated participants receiving benefits2019-01-01877
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013,275
2018: OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,329
Total number of active participants reported on line 7a of the Form 55002018-01-012,466
Number of retired or separated participants receiving benefits2018-01-01837
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013,303
2017: OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,200
Total number of active participants reported on line 7a of the Form 55002017-01-012,524
Number of retired or separated participants receiving benefits2017-01-01805
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013,329
2016: OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,063
Total number of active participants reported on line 7a of the Form 55002016-01-012,427
Number of retired or separated participants receiving benefits2016-01-01773
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013,200
2015: OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,952
Total number of active participants reported on line 7a of the Form 55002015-01-012,322
Number of retired or separated participants receiving benefits2015-01-01741
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013,063
2014: OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,872
Total number of active participants reported on line 7a of the Form 55002014-01-012,241
Number of retired or separated participants receiving benefits2014-01-01711
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012,952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
2013: OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,851
Total number of active participants reported on line 7a of the Form 55002013-01-012,197
Number of retired or separated participants receiving benefits2013-01-01675
Total of all active and inactive participants2013-01-012,872
2012: OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,762
Total number of active participants reported on line 7a of the Form 55002012-01-012,197
Number of retired or separated participants receiving benefits2012-01-01654
Total of all active and inactive participants2012-01-012,851
2011: OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,696
Total number of active participants reported on line 7a of the Form 55002011-01-012,123
Number of retired or separated participants receiving benefits2011-01-01639
Total of all active and inactive participants2011-01-012,762
2009: OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,735
Total number of active participants reported on line 7a of the Form 55002009-01-012,074
Number of retired or separated participants receiving benefits2009-01-01600
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012,674

Financial Data on OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN

Measure Date Value
2023 : OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$264,136
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$177,860
Total income from all sources (including contributions)2023-12-31$1,329,903
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,738,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,679,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,030,996
Value of total assets at end of year2023-12-31$3,078,375
Value of total assets at beginning of year2023-12-31$3,400,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$58,693
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$86,062
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$86,062
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$330,000
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$986,625
Participant contributions at end of year2023-12-31$168,490
Participant contributions at beginning of year2023-12-31$85,716
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$197,130
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$94,066
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$264,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$177,860
Administrative expenses (other) incurred2023-12-31$58,693
Total non interest bearing cash at end of year2023-12-31$242
Total non interest bearing cash at beginning of year2023-12-31$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-408,221
Value of net assets at end of year (total assets less liabilities)2023-12-31$2,814,239
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,222,460
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$2,677,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$3,057,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$27,007
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$158,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$158,141
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$1,679,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$212,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
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
Contributions received in cash from employer2023-12-31$44,371
Employer contributions (assets) at end of year2023-12-31$7,786
Employer contributions (assets) at beginning of year2023-12-31$4,614
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31D'AMICO WAWRIN & COMPANY CPAS, LLC
Accountancy firm EIN2023-12-31821844788
2022 : OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-821,709
Total unrealized appreciation/depreciation of assets2022-12-31$-821,709
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$177,860
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$87,906
Total income from all sources (including contributions)2022-12-31$308,199
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,780,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,664,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,043,462
Value of total assets at end of year2022-12-31$3,400,320
Value of total assets at beginning of year2022-12-31$4,783,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$116,329
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$86,446
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$86,446
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$360,000
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$990,665
Participant contributions at end of year2022-12-31$85,716
Participant contributions at beginning of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$94,066
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$7,689
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$177,860
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$87,906
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$116,329
Total non interest bearing cash at end of year2022-12-31$30
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,472,692
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,222,460
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,695,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,057,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,772,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$158,141
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,235
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,664,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$52,797
Employer contributions (assets) at end of year2022-12-31$4,614
Employer contributions (assets) 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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31D'AMICO WAWRIN & COMPANY CPAS, LLC
Accountancy firm EIN2022-12-31821844788
2021 : OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$87,906
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$276,839
Total income from all sources (including contributions)2021-12-31$1,468,022
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,743,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,561,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$964,544
Value of total assets at end of year2021-12-31$4,783,058
Value of total assets at beginning of year2021-12-31$5,247,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$181,582
Total interest from all sources2021-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$99,828
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$99,828
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$360,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$917,858
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$71,092
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$7,689
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$87,906
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$276,839
Other income not declared elsewhere2021-12-31$12
Administrative expenses (other) incurred2021-12-31$181,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-275,167
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,695,152
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,970,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,772,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,123,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,235
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$49,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$49,046
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,561,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$403,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$46,686
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$3,714
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31D'AMICO WAWRIN & COMPANY CPAS, LLC
Accountancy firm EIN2021-12-31821844788
2020 : OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$276,839
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$94,279
Total income from all sources (including contributions)2020-12-31$1,591,908
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,625,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,448,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$866,380
Value of total assets at end of year2020-12-31$5,247,158
Value of total assets at beginning of year2020-12-31$5,098,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$177,563
Total interest from all sources2020-12-31$32
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$111,139
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$111,139
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$821,775
Participant contributions at end of year2020-12-31$71,092
Participant contributions at beginning of year2020-12-31$87,545
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$15,916
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$276,839
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$94,279
Other income not declared elsewhere2020-12-31$100,017
Administrative expenses (other) incurred2020-12-31$177,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-33,777
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,970,319
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,004,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,123,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,988,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$49,046
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$79
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$79
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$32
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,448,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$514,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$44,605
Employer contributions (assets) at end of year2020-12-31$3,714
Employer contributions (assets) at beginning of year2020-12-31$6,735
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31D'AMICO WAWRIN & COMPANY CPAS, LLC
Accountancy firm EIN2020-12-31821844788
2019 : OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$94,279
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$104,987
Total income from all sources (including contributions)2019-12-31$2,019,145
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,002,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,002,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,120,342
Value of total assets at end of year2019-12-31$5,098,375
Value of total assets at beginning of year2019-12-31$5,092,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$181
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$131,140
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$131,140
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$170,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,039,343
Participant contributions at end of year2019-12-31$87,545
Participant contributions at beginning of year2019-12-31$84,765
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$15,916
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$35
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$94,279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$104,987
Other income not declared elsewhere2019-12-31$15,906
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$16,986
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,004,096
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,987,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,988,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,983,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$79
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$17,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$17,008
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$181
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,002,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$751,576
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$80,999
Employer contributions (assets) at end of year2019-12-31$6,735
Employer contributions (assets) at beginning of year2019-12-31$7,223
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31D'AMICO WAWRIN & COMPANY CPAS, LLC
Accountancy firm EIN2019-12-31821844788
2018 : OHIO FARMERS INSURANCE COMPANY GROUP LIFE 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$104,987
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$146,195
Total income from all sources (including contributions)2018-12-31$1,199,693
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,020,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,947,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,371,559
Value of total assets at end of year2018-12-31$5,092,097
Value of total assets at beginning of year2018-12-31$5,954,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$73,000
Total interest from all sources2018-12-31$112
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$137,283
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$137,283
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$143,732
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$988,337
Participant contributions at end of year2018-12-31$84,765
Participant contributions at beginning of year2018-12-31$79,618
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$35
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$104,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$146,195
Other income not declared elsewhere2018-12-31$3
Administrative expenses (other) incurred2018-12-31$73,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-821,004
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,987,110
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,808,114
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$4,983,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,816,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$17,008
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$18,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$18,182
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$112
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,947,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-309,264
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$383,222
Employer contributions (assets) at end of year2018-12-31$7,223
Employer contributions (assets) at beginning of year2018-12-31$40,397
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31D'AMICO WAWRIN & COMPANY CPAS, LLC
Accountancy firm EIN2018-12-31821844788
2017 : OHIO FARMERS INSURANCE COMPANY GROUP LIFE 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$146,195
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$141,326
Total income from all sources (including contributions)2017-12-31$2,064,737
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,663,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,611,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,393,966
Value of total assets at end of year2017-12-31$5,954,309
Value of total assets at beginning of year2017-12-31$5,547,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$52,000
Total interest from all sources2017-12-31$20
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$132,184
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$132,184
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,500,000
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$917,281
Participant contributions at end of year2017-12-31$79,618
Participant contributions at beginning of year2017-12-31$72,319
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$146,195
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$141,326
Other income not declared elsewhere2017-12-31$3
Administrative expenses (other) incurred2017-12-31$52,000
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$401,660
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,808,114
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,406,454
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$5,816,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,419,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$18,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$17,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$17,446
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$20
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,611,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$538,564
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$476,685
Employer contributions (assets) at end of year2017-12-31$40,397
Employer contributions (assets) at beginning of year2017-12-31$38,566
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : OHIO FARMERS INSURANCE COMPANY GROUP LIFE 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$141,326
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$125,955
Total income from all sources (including contributions)2016-12-31$1,675,312
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,533,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,482,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,273,881
Value of total assets at end of year2016-12-31$5,547,780
Value of total assets at beginning of year2016-12-31$5,390,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$51,500
Total interest from all sources2016-12-31$8
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$134,320
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$134,320
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$824,018
Participant contributions at end of year2016-12-31$72,319
Participant contributions at beginning of year2016-12-31$64,660
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$141,326
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$125,955
Other income not declared elsewhere2016-12-31$3
Administrative expenses (other) incurred2016-12-31$51,500
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$141,511
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,406,454
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,264,943
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$5,419,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,272,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$17,446
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$16,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$16,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$8
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,482,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$267,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$449,863
Employer contributions (assets) at end of year2016-12-31$38,566
Employer contributions (assets) at beginning of year2016-12-31$36,533
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : OHIO FARMERS INSURANCE COMPANY GROUP LIFE 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$125,955
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$96,458
Total income from all sources (including contributions)2015-12-31$1,143,264
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,379,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,355,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,155,235
Value of total assets at end of year2015-12-31$5,390,898
Value of total assets at beginning of year2015-12-31$5,597,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,308
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$123,251
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$123,251
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$727,975
Participant contributions at end of year2015-12-31$64,660
Participant contributions at beginning of year2015-12-31$61,583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$125,955
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$96,458
Administrative expenses (other) incurred2015-12-31$24,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-236,157
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,264,943
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,501,100
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$5,272,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,501,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$16,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,355,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-135,222
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$427,260
Employer contributions (assets) at end of year2015-12-31$36,533
Employer contributions (assets) at beginning of year2015-12-31$34,875
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$294,020
Total unrealized appreciation/depreciation of assets2014-12-31$294,020
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$96,458
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$103,385
Total income from all sources (including contributions)2014-12-31$1,609,384
Total loss/gain on sale of assets2014-12-31$56,521
Total of all expenses incurred2014-12-31$1,357,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,295,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,123,084
Value of total assets at end of year2014-12-31$5,597,558
Value of total assets at beginning of year2014-12-31$5,352,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$61,389
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$135,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$709,135
Participant contributions at end of year2014-12-31$61,583
Participant contributions at beginning of year2014-12-31$55,491
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$96,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$103,385
Administrative expenses (other) incurred2014-12-31$61,389
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$252,271
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,501,100
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,248,829
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$5,501,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,262,821
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,295,724
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$413,949
Employer contributions (assets) at end of year2014-12-31$34,875
Employer contributions (assets) at beginning of year2014-12-31$33,902
Income. Dividends from common stock2014-12-31$135,759
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$4,636,774
Aggregate carrying amount (costs) on sale of assets2014-12-31$4,580,253
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 name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$487,084
Total unrealized appreciation/depreciation of assets2013-12-31$487,084
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$103,385
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$113,079
Total income from all sources (including contributions)2013-12-31$1,704,742
Total loss/gain on sale of assets2013-12-31$49,558
Total of all expenses incurred2013-12-31$1,235,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,210,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,046,328
Value of total assets at end of year2013-12-31$5,352,214
Value of total assets at beginning of year2013-12-31$4,892,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$24,300
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$121,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$646,247
Participant contributions at end of year2013-12-31$55,491
Participant contributions at beginning of year2013-12-31$51,421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$103,385
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$113,079
Administrative expenses (other) incurred2013-12-31$24,300
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$469,526
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,248,829
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,779,303
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$5,262,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,807,220
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,210,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$400,081
Employer contributions (assets) at end of year2013-12-31$33,902
Employer contributions (assets) at beginning of year2013-12-31$33,741
Income. Dividends from common stock2013-12-31$121,772
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$337,814
Aggregate carrying amount (costs) on sale of assets2013-12-31$288,256
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SS&G, INC.
Accountancy firm EIN2013-12-31341945695
2012 : OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-207,670
Total unrealized appreciation/depreciation of assets2012-12-31$-207,670
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$113,079
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$99,283
Total income from all sources (including contributions)2012-12-31$1,156,374
Total loss/gain on sale of assets2012-12-31$245,336
Total of all expenses incurred2012-12-31$1,206,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,155,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$995,029
Value of total assets at end of year2012-12-31$4,892,382
Value of total assets at beginning of year2012-12-31$4,928,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$51,059
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$123,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$596,978
Participant contributions at end of year2012-12-31$51,421
Participant contributions at beginning of year2012-12-31$45,149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$113,079
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$99,283
Administrative expenses (other) incurred2012-12-31$51,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-50,370
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,779,303
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,829,673
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$4,807,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,845,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,155,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$398,051
Employer contributions (assets) at end of year2012-12-31$33,741
Employer contributions (assets) at beginning of year2012-12-31$38,521
Income. Dividends from common stock2012-12-31$123,679
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$4,972,241
Aggregate carrying amount (costs) on sale of assets2012-12-31$4,726,905
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 name2012-12-31SS&G,INC.
Accountancy firm EIN2012-12-31341945695
2011 : OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$17,103
Total unrealized appreciation/depreciation of assets2011-12-31$17,103
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$99,283
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$62,915
Total income from all sources (including contributions)2011-12-31$1,123,294
Total loss/gain on sale of assets2011-12-31$11,002
Total of all expenses incurred2011-12-31$1,196,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,161,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$974,984
Value of total assets at end of year2011-12-31$4,928,956
Value of total assets at beginning of year2011-12-31$4,965,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,773
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$120,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$781
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$520,066
Participant contributions at end of year2011-12-31$45,149
Participant contributions at beginning of year2011-12-31$24,953
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$99,283
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$62,915
Administrative expenses (other) incurred2011-12-31$33,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-72,744
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,829,673
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,902,417
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$4,845,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,912,799
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,161,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$454,918
Employer contributions (assets) at end of year2011-12-31$38,521
Employer contributions (assets) at beginning of year2011-12-31$27,580
Income. Dividends from common stock2011-12-31$120,205
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$215,823
Aggregate carrying amount (costs) on sale of assets2011-12-31$204,821
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 name2011-12-31SS&G, INC.
Accountancy firm EIN2011-12-31341945695
2010 : OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$53,776
Total unrealized appreciation/depreciation of assets2010-12-31$53,776
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$62,915
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$68,167
Total income from all sources (including contributions)2010-12-31$937,773
Total loss/gain on sale of assets2010-12-31$6,994
Total of all expenses incurred2010-12-31$888,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$867,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$743,375
Value of total assets at end of year2010-12-31$4,965,332
Value of total assets at beginning of year2010-12-31$4,920,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,579
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$133,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$414,036
Participant contributions at end of year2010-12-31$24,953
Participant contributions at beginning of year2010-12-31$30,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$62,915
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$68,167
Administrative expenses (other) incurred2010-12-31$20,579
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$49,648
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,902,417
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,852,769
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$4,912,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,862,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$867,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$329,339
Employer contributions (assets) at end of year2010-12-31$27,580
Employer contributions (assets) at beginning of year2010-12-31$27,249
Income. Dividends from common stock2010-12-31$133,628
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$144,583
Aggregate carrying amount (costs) on sale of assets2010-12-31$137,589
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 name2010-12-31SS&G FINANCIAL SERVICES, INC
Accountancy firm EIN2010-12-31341945695

Form 5500 Responses for OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN

2023: OHIO FARMERS INSURANCE COMPANY GROUP LIFE 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 funding arrangement – General assets of the sponsorYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: OHIO FARMERS INSURANCE COMPANY GROUP LIFE 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 funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OHIO FARMERS INSURANCE COMPANY GROUP LIFE 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 funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OHIO FARMERS INSURANCE COMPANY GROUP LIFE 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 funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OHIO FARMERS INSURANCE COMPANY GROUP LIFE 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 funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OHIO FARMERS INSURANCE COMPANY GROUP LIFE 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 funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OHIO FARMERS INSURANCE COMPANY GROUP LIFE 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 funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OHIO FARMERS INSURANCE COMPANY GROUP LIFE 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 funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OHIO FARMERS INSURANCE COMPANY GROUP LIFE 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 funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OHIO FARMERS INSURANCE COMPANY GROUP LIFE 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 funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OHIO FARMERS INSURANCE COMPANY GROUP LIFE 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 funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OHIO FARMERS INSURANCE COMPANY GROUP LIFE 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 funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OHIO FARMERS INSURANCE COMPANY GROUP LIFE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: OHIO FARMERS INSURANCE COMPANY GROUP LIFE 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 funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SECURIAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93742 )
Policy contract number70419
Policy instance 1
Insurance contract or identification number70419
Number of Individuals Covered4602
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $38,056
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?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $1,682,195
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURIAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93742 )
Policy contract number70419
Policy instance 1
Insurance contract or identification number70419
Number of Individuals Covered4751
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $32,780
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?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $1,664,510
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,780
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
SECURIAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93742 )
Policy contract number70419
Policy instance 1
Insurance contract or identification number70419
Number of Individuals Covered4632
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $34,871
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?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $1,561,608
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,871
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
SECURIAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93742 )
Policy contract number70419
Policy instance 1
Insurance contract or identification number70419
Number of Individuals Covered4601
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 $32,365
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?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $1,448,120
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees32365
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number206339
Policy instance 1
Insurance contract or identification number206339
Number of Individuals Covered2407
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 $22,890
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?No
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,831,184
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees22890
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number206339
Policy instance 1
Insurance contract or identification number206339
Number of Individuals Covered2267
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 $24,018
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?No
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,993,905
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees24018
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number206339
Policy instance 1
Insurance contract or identification number206339
Number of Individuals Covered2266
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 $20,015
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?No
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,601,209
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 fees20015
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
Insurance broker nameTOWERS WATSON DE INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number206339
Policy instance 1
Insurance contract or identification number206339
Number of Individuals Covered3053
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 $19,188
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?No
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,333,616
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees19188
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
Insurance broker nameTOWERS WATSON DE INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number206339
Policy instance 1
Insurance contract or identification number206339
Number of Individuals Covered2952
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 $25,794
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?No
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,289,612
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees25794
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
Insurance broker nameTOWERS WATSON DE INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number206339
Policy instance 1
Insurance contract or identification number206339
Number of Individuals Covered2872
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 $24,708
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?No
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,210,744
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees24708
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
Insurance broker nameTOWERS WATSON PENNSYLVANIA INC.
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675794G
Policy instance 1
Insurance contract or identification number675794G
Number of Individuals Covered2077
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,625
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?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $183,664
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,625
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerALLOCATION OF CONTINGENT COMMISSIONS
Insurance broker organization code?3
Insurance broker nameBENEFIT DESIGNS LLC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number206339
Policy instance 2
Insurance contract or identification number206339
Number of Individuals Covered2836
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 $26,400
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?No
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
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,055,992
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 fees26400
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
Insurance broker nameTOWERS WATSON PENNSYLVANIA INC.
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675794G
Policy instance 1
Insurance contract or identification number675794G
Number of Individuals Covered2731
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $52,255
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?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $954,089
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADD-S07015
Policy instance 2
Insurance contract or identification numberADD-S07015
Number of Individuals Covered2257
Insurance policy start date2011-01-01
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?No
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
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $79,155
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADD-S07015
Policy instance 2
Insurance contract or identification numberADD-S07015
Number of Individuals Covered2676
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?No
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
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $80,565
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 fees0
Insurance broker organization code?3
Insurance broker nameHOME OFFICE DIRECT
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675794G
Policy instance 1
Insurance contract or identification number675794G
Number of Individuals Covered5021
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $69,675
Total amount of fees paid to insurance companyUSD $6,250
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?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $853,418
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $69,675
Amount paid for insurance broker fees6250
Additional information about fees paid to insurance brokerALLOCATION OF CONTINGENT COMMISSIONS
Insurance broker organization code?3
Insurance broker nameBENEFIT DESIGNS LLC

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