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MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 401k Plan overview

Plan NameMEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN
Plan identification number 002

MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MEDICAL MUTUAL OF OHIO has sponsored the creation of one or more 401k plans.

Company Name:MEDICAL MUTUAL OF OHIO
Employer identification number (EIN):340648820
NAIC Classification:524140

Additional information about MEDICAL MUTUAL OF OHIO

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1945-03-08
Company Identification Number: 189155
Legal Registered Office Address: 1300 EAST NINTH STREET
-
CLEVELAND
United States of America (USA)
44114

More information about MEDICAL MUTUAL OF OHIO

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01THOMAS DEWEY
0022016-01-01THOMAS DEWEY THOMAS DEWEY2017-10-12
0022015-01-01THOMAS DEWEY THOMAS DEWEY2016-10-17
0022014-01-01THOMAS DEWEY THOMAS DEWEY2015-10-14
0022013-01-01THOMAS GREENE
0022012-01-01THOMAS GREENE
0022011-01-01THOMAS GREENE
0022009-01-01THOMAS GREENE
0022009-01-01THOMAS GREENE
0022009-01-01THOMAS GREENE

Plan Statistics for MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN

401k plan membership statisitcs for MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN

Measure Date Value
2022: MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,352
Total number of active participants reported on line 7a of the Form 55002022-01-012,826
Number of retired or separated participants receiving benefits2022-01-0132
Number of other retired or separated participants entitled to future benefits2022-01-01845
Total of all active and inactive participants2022-01-013,703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0115
Total participants2022-01-013,718
Number of participants with account balances2022-01-013,635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,341
Total number of active participants reported on line 7a of the Form 55002021-01-012,596
Number of retired or separated participants receiving benefits2021-01-0126
Number of other retired or separated participants entitled to future benefits2021-01-01720
Total of all active and inactive participants2021-01-013,342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0110
Total participants2021-01-013,352
Number of participants with account balances2021-01-013,332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,305
Total number of active participants reported on line 7a of the Form 55002020-01-012,721
Number of retired or separated participants receiving benefits2020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-01597
Total of all active and inactive participants2020-01-013,329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0112
Total participants2020-01-013,341
Number of participants with account balances2020-01-013,325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,043
Total number of active participants reported on line 7a of the Form 55002019-01-012,731
Number of retired or separated participants receiving benefits2019-01-0123
Number of other retired or separated participants entitled to future benefits2019-01-01542
Total of all active and inactive participants2019-01-013,296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-013,305
Number of participants with account balances2019-01-013,282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,965
Total number of active participants reported on line 7a of the Form 55002018-01-012,500
Number of retired or separated participants receiving benefits2018-01-0117
Number of other retired or separated participants entitled to future benefits2018-01-01518
Total of all active and inactive participants2018-01-013,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-013,043
Number of participants with account balances2018-01-013,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,967
Total number of active participants reported on line 7a of the Form 55002017-01-012,448
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-01502
Total of all active and inactive participants2017-01-012,962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-012,965
Number of participants with account balances2017-01-012,947
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,893
Total number of active participants reported on line 7a of the Form 55002016-01-012,443
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01517
Total of all active and inactive participants2016-01-012,962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-012,967
Number of participants with account balances2016-01-012,915
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,883
Total number of active participants reported on line 7a of the Form 55002015-01-012,419
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-01450
Total of all active and inactive participants2015-01-012,876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-012,880
Number of participants with account balances2015-01-012,818
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,783
Total number of active participants reported on line 7a of the Form 55002014-01-012,370
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-01475
Total of all active and inactive participants2014-01-012,850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-012,852
Number of participants with account balances2014-01-012,743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,147
Total number of active participants reported on line 7a of the Form 55002013-01-012,409
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-01605
Total of all active and inactive participants2013-01-013,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-013,030
Number of participants with account balances2013-01-013,005
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,093
Total number of active participants reported on line 7a of the Form 55002012-01-012,621
Number of retired or separated participants receiving benefits2012-01-0113
Number of other retired or separated participants entitled to future benefits2012-01-01504
Total of all active and inactive participants2012-01-013,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-019
Total participants2012-01-013,147
Number of participants with account balances2012-01-013,120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,940
Total number of active participants reported on line 7a of the Form 55002011-01-012,558
Number of retired or separated participants receiving benefits2011-01-0111
Number of other retired or separated participants entitled to future benefits2011-01-01507
Total of all active and inactive participants2011-01-013,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0117
Total participants2011-01-013,093
Number of participants with account balances2011-01-013,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2009: MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,119
Total number of active participants reported on line 7a of the Form 55002009-01-012,693
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-01324
Total of all active and inactive participants2009-01-013,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-013,026
Number of participants with account balances2009-01-012,737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN

Measure Date Value
2022 : MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,142,400
Total unrealized appreciation/depreciation of assets2022-12-31$-1,142,400
Total transfer of assets to this plan2022-12-31$4,373,880
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-65,248,661
Total loss/gain on sale of assets2022-12-31$-1,861,555
Total of all expenses incurred2022-12-31$60,703,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$60,494,750
Expenses. Certain deemed distributions of participant loans2022-12-31$69,743
Value of total corrective distributions2022-12-31$18,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$49,283,302
Value of total assets at end of year2022-12-31$607,064,353
Value of total assets at beginning of year2022-12-31$728,642,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$120,000
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$282,955
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$24,689,466
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$24,600,448
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$34,144
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$32,804
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$21,341,254
Participant contributions at end of year2022-12-31$6,052,316
Participant contributions at beginning of year2022-12-31$5,916,632
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$72
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$-30,512
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,085,719
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$5,272,952
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-125,951,909
Value of net assets at end of year (total assets less liabilities)2022-12-31$607,064,353
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$728,642,382
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$120,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$507,671,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$626,962,313
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$227,349
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$203
Income. Interest from corporate debt instruments2022-12-31$169
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$70,012,605
Value of interest in common/collective trusts at beginning of year2022-12-31$64,530,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,571,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,440,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,440,321
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$55,234
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$308,959
Asset value of US Government securities at beginning of year2022-12-31$160,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-137,694,765
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$1,194,336
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$22,856,329
Employer contributions (assets) at end of year2022-12-31$14,536,531
Employer contributions (assets) at beginning of year2022-12-31$14,658,815
Income. Dividends from preferred stock2022-12-31$2,550
Income. Dividends from common stock2022-12-31$86,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$60,494,750
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$32,240
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$4,845,041
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$7,698,837
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$5,174,708
Aggregate carrying amount (costs) on sale of assets2022-12-31$7,036,263
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM
Accountancy firm EIN2022-12-31420714325
2021 : MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$642,899
Total unrealized appreciation/depreciation of assets2021-12-31$642,899
Total transfer of assets to this plan2021-12-31$5,272,952
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$135,497,379
Total loss/gain on sale of assets2021-12-31$242,043
Total of all expenses incurred2021-12-31$50,599,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$50,344,601
Expenses. Certain deemed distributions of participant loans2021-12-31$14,479
Value of total corrective distributions2021-12-31$12,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$44,757,419
Value of total assets at end of year2021-12-31$728,642,382
Value of total assets at beginning of year2021-12-31$638,471,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$228,177
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$234,938
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$32,637,720
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$32,569,710
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$55,699
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$32,804
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$13,292
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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$20,740,346
Participant contributions at end of year2021-12-31$5,916,632
Participant contributions at beginning of year2021-12-31$5,595,262
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$-30,512
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$-25,844
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,070,368
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$5,272,952
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$84,897,987
Value of net assets at end of year (total assets less liabilities)2021-12-31$728,642,382
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$638,471,443
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$172,478
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$626,962,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$538,256,071
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$231,688
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$64,530,080
Value of interest in common/collective trusts at beginning of year2021-12-31$70,925,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,440,321
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,723,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,723,110
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3,250
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$160,140
Asset value of US Government securities at beginning of year2021-12-31$165,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$55,770,940
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$1,211,420
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$22,946,705
Employer contributions (assets) at end of year2021-12-31$14,658,815
Employer contributions (assets) at beginning of year2021-12-31$14,739,314
Income. Dividends from preferred stock2021-12-31$3,138
Income. Dividends from common stock2021-12-31$64,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$50,344,601
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$7,698,837
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$6,078,988
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$10,832,662
Aggregate carrying amount (costs) on sale of assets2021-12-31$10,590,619
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2021-12-31134008324
2020 : MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,085,901
Total unrealized appreciation/depreciation of assets2020-12-31$1,085,901
Total transfer of assets to this plan2020-12-31$2,557,790
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$127,645,350
Total loss/gain on sale of assets2020-12-31$119,774
Total of all expenses incurred2020-12-31$33,532,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$33,307,842
Expenses. Certain deemed distributions of participant loans2020-12-31$6,571
Value of total corrective distributions2020-12-31$43,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$44,549,136
Value of total assets at end of year2020-12-31$638,471,443
Value of total assets at beginning of year2020-12-31$541,800,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$174,381
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$259,322
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$19,878,024
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$19,810,136
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$54,381
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$13,292
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$79,311
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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$19,391,725
Participant contributions at end of year2020-12-31$5,595,262
Participant contributions at beginning of year2020-12-31$5,046,149
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$-25,844
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$-5,787
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,198,072
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
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$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$94,113,146
Value of net assets at end of year (total assets less liabilities)2020-12-31$638,471,443
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$541,800,507
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$120,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$538,256,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$455,244,100
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$248,266
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$30
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$70,925,464
Value of interest in common/collective trusts at beginning of year2020-12-31$60,461,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,723,110
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,239,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,239,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$11,026
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$165,786
Asset value of US Government securities at beginning of year2020-12-31$147,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$60,330,616
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$1,422,577
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$22,959,339
Employer contributions (assets) at end of year2020-12-31$14,739,314
Employer contributions (assets) at beginning of year2020-12-31$14,504,922
Income. Dividends from preferred stock2020-12-31$3,994
Income. Dividends from common stock2020-12-31$63,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$33,307,842
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$2,000
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$6,078,988
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$4,080,379
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$9,948,933
Aggregate carrying amount (costs) on sale of assets2020-12-31$9,829,159
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2020-12-31134008324
2019 : MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$656,765
Total unrealized appreciation/depreciation of assets2019-12-31$656,765
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$131,960,530
Total loss/gain on sale of assets2019-12-31$352,881
Total of all expenses incurred2019-12-31$37,562,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$37,378,839
Expenses. Certain deemed distributions of participant loans2019-12-31$2,801
Value of total corrective distributions2019-12-31$1,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$42,806,271
Value of total assets at end of year2019-12-31$541,800,507
Value of total assets at beginning of year2019-12-31$447,402,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$179,156
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$284,582
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$18,593,471
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$18,524,531
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$51,156
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$79,311
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$14,324
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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$17,763,705
Participant contributions at end of year2019-12-31$5,046,149
Participant contributions at beginning of year2019-12-31$4,970,804
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$-5,787
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$-2,040
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,623,600
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$10,000
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
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$94,398,451
Value of net assets at end of year (total assets less liabilities)2019-12-31$541,800,507
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$447,402,056
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
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$128,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$455,244,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$366,415,189
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$232,084
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$390
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$60,461,942
Value of interest in common/collective trusts at beginning of year2019-12-31$57,643,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,239,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,288,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,288,910
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$52,108
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$147,782
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$67,958,844
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$1,307,716
Net gain/loss from 103.12 investment entities2019-12-31$0
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 plan2019-12-31Yes
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$22,418,966
Employer contributions (assets) at end of year2019-12-31$14,504,922
Employer contributions (assets) at beginning of year2019-12-31$13,255,876
Income. Dividends from preferred stock2019-12-31$3,561
Income. Dividends from common stock2019-12-31$65,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$37,378,839
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$2,000
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$10,008
Contract administrator fees2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$4,080,379
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$2,795,856
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$3,878,803
Aggregate carrying amount (costs) on sale of assets2019-12-31$3,525,922
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2019-12-31134008324
2018 : MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-615,939
Total unrealized appreciation/depreciation of assets2018-12-31$-615,939
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$18,189,620
Total loss/gain on sale of assets2018-12-31$184,445
Total of all expenses incurred2018-12-31$39,231,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$39,031,130
Expenses. Certain deemed distributions of participant loans2018-12-31$16,950
Value of total corrective distributions2018-12-31$13,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$37,543,538
Value of total assets at end of year2018-12-31$447,402,056
Value of total assets at beginning of year2018-12-31$468,443,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$170,105
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$245,591
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$18,918,890
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$18,869,670
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$44,600
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$14,324
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$13,773
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$14,887,757
Participant contributions at end of year2018-12-31$4,970,804
Participant contributions at beginning of year2018-12-31$4,842,541
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$-2,040
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$-1,616
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,529,356
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$10,000
Total non interest bearing cash at beginning of year2018-12-31$5,127
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-21,041,757
Value of net assets at end of year (total assets less liabilities)2018-12-31$447,402,056
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$468,443,813
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
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$125,505
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$366,415,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$387,598,031
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$200,693
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$523
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$57,643,129
Value of interest in common/collective trusts at beginning of year2018-12-31$59,093,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,288,910
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,745,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,745,599
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$44,375
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-39,303,013
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$1,216,108
Net gain/loss from 103.12 investment entities2018-12-31$0
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
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$20,126,425
Employer contributions (assets) at end of year2018-12-31$13,255,876
Employer contributions (assets) at beginning of year2018-12-31$12,505,254
Income. Dividends from preferred stock2018-12-31$998
Income. Dividends from common stock2018-12-31$48,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$39,031,130
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$10,008
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$2,795,856
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$2,641,834
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$4,379,335
Aggregate carrying amount (costs) on sale of assets2018-12-31$4,194,890
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2018-12-31134008324
2017 : MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$268,917
Total unrealized appreciation/depreciation of assets2017-12-31$268,917
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$100,145,228
Total loss/gain on sale of assets2017-12-31$165,616
Total of all expenses incurred2017-12-31$46,369,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$46,187,815
Expenses. Certain deemed distributions of participant loans2017-12-31$17,797
Value of total corrective distributions2017-12-31$1,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$34,486,251
Value of total assets at end of year2017-12-31$468,443,813
Value of total assets at beginning of year2017-12-31$414,667,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$161,650
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$344,624
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$15,921,968
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$15,904,105
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$39,910
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$13,773
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$12,771,732
Participant contributions at end of year2017-12-31$4,842,541
Participant contributions at beginning of year2017-12-31$5,027,630
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$-1,616
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$9,438,306
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,819,533
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$5,127
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$53,776,003
Value of net assets at end of year (total assets less liabilities)2017-12-31$468,443,813
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$414,667,810
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
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$121,740
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$387,598,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$324,598,081
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$177,703
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$59,093,270
Value of interest in common/collective trusts at beginning of year2017-12-31$62,217,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,745,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,115,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,115,768
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$166,921
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$47,796,818
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$1,161,034
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$18,894,986
Employer contributions (assets) at end of year2017-12-31$12,505,254
Employer contributions (assets) at beginning of year2017-12-31$12,270,408
Income. Dividends from preferred stock2017-12-31$216
Income. Dividends from common stock2017-12-31$17,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$46,187,815
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$2,641,834
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$3,560,478
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,394,862
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2017-12-31134008324
2016 : MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$59,923,896
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$23,782,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$23,610,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$31,986,928
Value of total assets at end of year2016-12-31$414,667,810
Value of total assets at beginning of year2016-12-31$378,525,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$171,395
Total interest from all sources2016-12-31$174,438
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$10,926,097
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$10,926,097
Administrative expenses professional fees incurred2016-12-31$138,200
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$11,929,872
Participant contributions at end of year2016-12-31$5,027,630
Participant contributions at beginning of year2016-12-31$4,828,897
Assets. Other investments not covered elsewhere at end of year2016-12-31$9,438,306
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$8,098,556
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,732,619
Other income not declared elsewhere2016-12-31$1,883,158
Administrative expenses (other) incurred2016-12-31$33,195
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$36,141,844
Value of net assets at end of year (total assets less liabilities)2016-12-31$414,667,810
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$378,525,966
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$324,598,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$292,997,038
Interest on participant loans2016-12-31$173,654
Value of interest in common/collective trusts at end of year2016-12-31$62,217,617
Value of interest in common/collective trusts at beginning of year2016-12-31$59,130,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,115,768
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,630,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,630,322
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$13,806,130
Net investment gain or loss from common/collective trusts2016-12-31$1,147,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$18,324,437
Employer contributions (assets) at end of year2016-12-31$12,270,408
Employer contributions (assets) at beginning of year2016-12-31$11,840,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$23,610,657
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 name2016-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2016-12-31134008324
2015 : MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$30,531,944
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$25,664,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$25,576,055
Expenses. Certain deemed distributions of participant loans2015-12-31$13,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$30,075,160
Value of total assets at end of year2015-12-31$378,525,966
Value of total assets at beginning of year2015-12-31$373,658,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$74,892
Total interest from all sources2015-12-31$172,580
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$14,189,175
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$14,189,175
Administrative expenses professional fees incurred2015-12-31$60,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$11,270,828
Participant contributions at end of year2015-12-31$4,828,897
Participant contributions at beginning of year2015-12-31$4,810,747
Assets. Other investments not covered elsewhere at end of year2015-12-31$8,098,556
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$8,718,405
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,182,322
Other income not declared elsewhere2015-12-31$-201,911
Administrative expenses (other) incurred2015-12-31$14,892
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$4,867,380
Value of net assets at end of year (total assets less liabilities)2015-12-31$378,525,966
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$373,658,586
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$292,997,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$288,285,677
Interest on participant loans2015-12-31$172,580
Value of interest in common/collective trusts at end of year2015-12-31$59,130,474
Value of interest in common/collective trusts at beginning of year2015-12-31$60,502,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,630,322
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$295,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$295,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-13,294,685
Net investment gain or loss from common/collective trusts2015-12-31$-408,375
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$17,622,010
Employer contributions (assets) at end of year2015-12-31$11,840,679
Employer contributions (assets) at beginning of year2015-12-31$11,045,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$25,576,055
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2015-12-31134008324
2014 : MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$45,683,021
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$45,304,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$45,263,533
Expenses. Certain deemed distributions of participant loans2014-12-31$5,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$27,006,714
Value of total assets at end of year2014-12-31$373,658,586
Value of total assets at beginning of year2014-12-31$373,279,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,336
Total interest from all sources2014-12-31$127,741
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$12,471,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$12,471,803
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$718,800
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$10,198,344
Participant contributions at end of year2014-12-31$4,810,747
Participant contributions at beginning of year2014-12-31$4,858,886
Assets. Other investments not covered elsewhere at end of year2014-12-31$8,718,405
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$-26,624
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$610,024
Other income not declared elsewhere2014-12-31$231,539
Administrative expenses (other) incurred2014-12-31$25,777
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$378,711
Value of net assets at end of year (total assets less liabilities)2014-12-31$373,658,586
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$373,279,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$9,559
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$288,285,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$288,250,592
Interest on participant loans2014-12-31$127,671
Value of interest in common/collective trusts at end of year2014-12-31$60,502,910
Value of interest in common/collective trusts at beginning of year2014-12-31$62,474,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$295,553
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,549,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,549,286
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$70
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,855,609
Net investment gain or loss from common/collective trusts2014-12-31$989,615
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$16,198,346
Employer contributions (assets) at end of year2014-12-31$11,045,294
Employer contributions (assets) at beginning of year2014-12-31$11,847,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$45,263,533
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$393,246
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$3,214,405
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-52,258
Total unrealized appreciation/depreciation of assets2013-12-31$-52,258
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$77,764,833
Total loss/gain on sale of assets2013-12-31$16,792
Total of all expenses incurred2013-12-31$25,371,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$25,290,945
Expenses. Certain deemed distributions of participant loans2013-12-31$48,597
Value of total corrective distributions2013-12-31$604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$28,094,263
Value of total assets at end of year2013-12-31$373,279,875
Value of total assets at beginning of year2013-12-31$320,886,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$31,226
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$199,684
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$12,426,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$12,318,243
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$718,800
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$633,225
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$10,316,466
Participant contributions at end of year2013-12-31$4,858,886
Participant contributions at beginning of year2013-12-31$5,071,481
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$-26,624
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$-12,093
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$573,058
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$31,226
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$52,393,461
Value of net assets at end of year (total assets less liabilities)2013-12-31$373,279,875
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$320,886,414
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$288,250,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$237,055,584
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$174,819
Income. Interest from loans (other than to participants)2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$24,681
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$62,474,275
Value of interest in common/collective trusts at beginning of year2013-12-31$62,467,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,549,286
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$465,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$465,871
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$184
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$37,234,066
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$-153,903
Net gain/loss from 103.12 investment entities2013-12-31$0
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$17,204,739
Employer contributions (assets) at end of year2013-12-31$11,847,009
Employer contributions (assets) at beginning of year2013-12-31$12,022,852
Income. Dividends from preferred stock2013-12-31$48,299
Income. Dividends from common stock2013-12-31$59,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$25,290,945
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$393,246
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$555,115
Contract administrator fees2013-12-31$0
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
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$3,214,405
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$2,627,201
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$3,177,100
Aggregate carrying amount (costs) on sale of assets2013-12-31$3,160,308
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,463
Total unrealized appreciation/depreciation of assets2012-12-31$3,463
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$55,996,550
Total loss/gain on sale of assets2012-12-31$67,311
Total of all expenses incurred2012-12-31$18,192,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$18,163,986
Expenses. Certain deemed distributions of participant loans2012-12-31$-1,688
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$28,080,856
Value of total assets at end of year2012-12-31$320,886,414
Value of total assets at beginning of year2012-12-31$283,082,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$30,535
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$211,611
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$8,341,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$8,244,386
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$633,225
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$561,755
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$9,980,293
Participant contributions at end of year2012-12-31$5,071,481
Participant contributions at beginning of year2012-12-31$4,828,644
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$-12,093
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$-3,209
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$779,126
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$30,535
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$37,803,717
Value of net assets at end of year (total assets less liabilities)2012-12-31$320,886,414
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$283,082,697
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
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$237,055,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$204,974,806
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$185,894
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$25,620
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$62,467,178
Value of interest in common/collective trusts at beginning of year2012-12-31$58,946,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$465,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$756,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$756,425
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$97
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
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$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$18,243,594
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$1,048,227
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$17,321,437
Employer contributions (assets) at end of year2012-12-31$12,022,852
Employer contributions (assets) at beginning of year2012-12-31$11,147,440
Income. Dividends from preferred stock2012-12-31$45,960
Income. Dividends from common stock2012-12-31$51,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$18,163,986
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$555,115
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$545,371
Contract administrator fees2012-12-31$0
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
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,627,201
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,325,071
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
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$4,592,606
Aggregate carrying amount (costs) on sale of assets2012-12-31$4,525,295
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-193,836
Total unrealized appreciation/depreciation of assets2011-12-31$-193,836
Total transfer of assets to this plan2011-12-31$75,650,910
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$11,456,735
Total loss/gain on sale of assets2011-12-31$148,445
Total of all expenses incurred2011-12-31$16,459,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,401,750
Expenses. Certain deemed distributions of participant loans2011-12-31$238
Value of total corrective distributions2011-12-31$28,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,812,580
Value of total assets at end of year2011-12-31$283,082,697
Value of total assets at beginning of year2011-12-31$212,434,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$28,913
Total interest from all sources2011-12-31$216,871
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,378,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$5,319,488
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$558,546
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$349,198
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$9,623,528
Participant contributions at end of year2011-12-31$4,828,644
Participant contributions at beginning of year2011-12-31$4,552,217
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$233,949
Administrative expenses (other) incurred2011-12-31$28,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-5,002,390
Value of net assets at end of year (total assets less liabilities)2011-12-31$283,082,697
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$212,434,177
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$204,974,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$164,326,580
Interest on participant loans2011-12-31$191,317
Income. Interest from corporate debt instruments2011-12-31$25,487
Value of interest in common/collective trusts at end of year2011-12-31$58,946,394
Value of interest in common/collective trusts at beginning of year2011-12-31$42,408,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$756,425
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$48,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$48,152
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$67
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-10,511,890
Net investment gain or loss from common/collective trusts2011-12-31$1,606,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,955,103
Employer contributions (assets) at end of year2011-12-31$11,147,440
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$35,199
Income. Dividends from common stock2011-12-31$23,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$16,401,750
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$545,371
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$324,685
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
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,325,071
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$424,483
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$9,724,325
Aggregate carrying amount (costs) on sale of assets2011-12-31$9,575,880
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2011-12-31346565596
2010 : MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-18,426
Total unrealized appreciation/depreciation of assets2010-12-31$-18,426
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$53,389,132
Total loss/gain on sale of assets2010-12-31$3,715
Total of all expenses incurred2010-12-31$14,264,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$14,233,679
Expenses. Certain deemed distributions of participant loans2010-12-31$3,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$32,203,882
Value of total assets at end of year2010-12-31$212,434,177
Value of total assets at beginning of year2010-12-31$173,309,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$27,791
Total interest from all sources2010-12-31$204,672
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,693,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,677,709
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$349,198
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$9,551,024
Participant contributions at end of year2010-12-31$4,552,217
Participant contributions at beginning of year2010-12-31$3,865,719
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$17,779,773
Administrative expenses (other) incurred2010-12-31$27,791
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$39,124,370
Value of net assets at end of year (total assets less liabilities)2010-12-31$212,434,177
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$173,309,807
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$164,326,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$132,058,051
Interest on participant loans2010-12-31$202,713
Income. Interest from corporate debt instruments2010-12-31$1,931
Value of interest in common/collective trusts at end of year2010-12-31$42,408,862
Value of interest in common/collective trusts at beginning of year2010-12-31$37,386,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$48,152
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$15,799,238
Net investment gain or loss from common/collective trusts2010-12-31$1,502,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,873,085
Income. Dividends from preferred stock2010-12-31$5,214
Income. Dividends from common stock2010-12-31$10,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$14,233,679
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$324,685
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
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
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$424,483
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
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$18,082
Aggregate carrying amount (costs) on sale of assets2010-12-31$14,367
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2010-12-31346565596
2009 : MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MEDICAL MUTUAL OF OHIO EMPLOYEE'S RETIREMENT SAVING PLAN

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

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