401k Plan data: THE HOME INSURANCE COMPANY RETIREMENT PLAN plan

THE HOME INSURANCE COMPANY RETIREMENT PLAN 401k Plan overview

Plan Name	THE HOME INSURANCE COMPANY RETIREMENT PLAN
Plan identification number	004

THE HOME INSURANCE COMPANY RETIREMENT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation). Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ZURICH AMERICAN INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name: ZURICH AMERICAN INSURANCE COMPANY

Employer identification number (EIN): 364233459

NAIC Classification: 524290

Additional information about ZURICH AMERICAN INSURANCE COMPANY

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 588433

More information about ZURICH AMERICAN INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HOME INSURANCE COMPANY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2017-01-01
004 2016-01-01
004 2015-01-01
004 2014-01-01 SARAH STAGGS
004 2013-01-01 SARAH STAGGS
004 2012-01-01 SARAH STAGGS
004 2011-01-01 SARAH STAGGS
004 2010-01-01 SARAH STAGGS
004 2009-01-01 SARAH STAGGS

Plan Statistics for THE HOME INSURANCE COMPANY RETIREMENT PLAN

401k plan membership statisitcs for THE HOME INSURANCE COMPANY RETIREMENT PLAN

Measure Date Value
2017: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 183,907,169
Acturial value of plan assets 2017-12-31 184,623,009
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 114,402,084
Number of terminated vested participants 2017-12-31 819
Fundng target for terminated vested participants 2017-12-31 37,039,599
Active participant vested funding target 2017-12-31 4,233,647
Number of active participants 2017-12-31 88
Total funding liabilities for active participants 2017-12-31 4,266,952
Total participant count 2017-12-31 3,336
Total funding target for all participants 2017-12-31 155,708,635
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 18,706,369
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 18,706,369
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 20,004,591
Total employer contributions 2017-12-31 0
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 500,000
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 3,336
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 183,959,024
Acturial value of plan assets 2016-12-31 185,132,608
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 111,568,805
Number of terminated vested participants 2016-12-31 873
Fundng target for terminated vested participants 2016-12-31 33,176,921
Active participant vested funding target 2016-12-31 4,476,464
Number of active participants 2016-12-31 114
Total funding liabilities for active participants 2016-12-31 4,532,281
Total participant count 2016-12-31 3,381
Total funding target for all participants 2016-12-31 149,278,007
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 19,006,674
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 19,006,674
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 18,706,369
Total employer contributions 2016-12-31 0
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 500,000
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 3,381
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 88
Number of retired or separated participants receiving benefits 2016-01-01 2,174
Number of other retired or separated participants entitled to future benefits 2016-01-01 803
Total of all active and inactive participants 2016-01-01 3,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 271
Total participants 2016-01-01 3,336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3,440
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 114
Number of retired or separated participants receiving benefits 2015-01-01 2,167
Number of other retired or separated participants entitled to future benefits 2015-01-01 856
Total of all active and inactive participants 2015-01-01 3,137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 244
Total participants 2015-01-01 3,381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3,487
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 146
Number of retired or separated participants receiving benefits 2014-01-01 2,195
Number of other retired or separated participants entitled to future benefits 2014-01-01 882
Total of all active and inactive participants 2014-01-01 3,223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 217
Total participants 2014-01-01 3,440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3,544
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 162
Number of retired or separated participants receiving benefits 2013-01-01 2,174
Number of other retired or separated participants entitled to future benefits 2013-01-01 953
Total of all active and inactive participants 2013-01-01 3,289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 198
Total participants 2013-01-01 3,487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4,121
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 183
Number of retired or separated participants receiving benefits 2012-01-01 2,141
Number of other retired or separated participants entitled to future benefits 2012-01-01 1,036
Total of all active and inactive participants 2012-01-01 3,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 184
Total participants 2012-01-01 3,544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4,196
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 203
Number of retired or separated participants receiving benefits 2011-01-01 1,952
Number of other retired or separated participants entitled to future benefits 2011-01-01 1,832
Total of all active and inactive participants 2011-01-01 3,987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 134
Total participants 2011-01-01 4,121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 23
2010: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4,204
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 222
Number of retired or separated participants receiving benefits 2010-01-01 1,880
Number of other retired or separated participants entitled to future benefits 2010-01-01 1,970
Total of all active and inactive participants 2010-01-01 4,072
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 124
Total participants 2010-01-01 4,196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4,142
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 158
Number of retired or separated participants receiving benefits 2009-01-01 1,608
Number of other retired or separated participants entitled to future benefits 2009-01-01 2,216
Total of all active and inactive participants 2009-01-01 3,982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 158
Total participants 2009-01-01 4,140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	183,907,169
Acturial value of plan assets	2017-12-31	184,623,009
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	114,402,084
Number of terminated vested participants	2017-12-31	819
Fundng target for terminated vested participants	2017-12-31	37,039,599
Active participant vested funding target	2017-12-31	4,233,647
Number of active participants	2017-12-31	88
Total funding liabilities for active participants	2017-12-31	4,266,952
Total participant count	2017-12-31	3,336
Total funding target for all participants	2017-12-31	155,708,635
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	18,706,369
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	18,706,369
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	20,004,591
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	500,000
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	3,336
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	183,959,024
Acturial value of plan assets	2016-12-31	185,132,608
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	111,568,805
Number of terminated vested participants	2016-12-31	873
Fundng target for terminated vested participants	2016-12-31	33,176,921
Active participant vested funding target	2016-12-31	4,476,464
Number of active participants	2016-12-31	114
Total funding liabilities for active participants	2016-12-31	4,532,281
Total participant count	2016-12-31	3,381
Total funding target for all participants	2016-12-31	149,278,007
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	19,006,674
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	19,006,674
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	18,706,369
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	500,000
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	3,381
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	88
Number of retired or separated participants receiving benefits	2016-01-01	2,174
Number of other retired or separated participants entitled to future benefits	2016-01-01	803
Total of all active and inactive participants	2016-01-01	3,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	271
Total participants	2016-01-01	3,336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3,440
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	114
Number of retired or separated participants receiving benefits	2015-01-01	2,167
Number of other retired or separated participants entitled to future benefits	2015-01-01	856
Total of all active and inactive participants	2015-01-01	3,137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	244
Total participants	2015-01-01	3,381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3,487
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	146
Number of retired or separated participants receiving benefits	2014-01-01	2,195
Number of other retired or separated participants entitled to future benefits	2014-01-01	882
Total of all active and inactive participants	2014-01-01	3,223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	217
Total participants	2014-01-01	3,440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3,544
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	162
Number of retired or separated participants receiving benefits	2013-01-01	2,174
Number of other retired or separated participants entitled to future benefits	2013-01-01	953
Total of all active and inactive participants	2013-01-01	3,289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	198
Total participants	2013-01-01	3,487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4,121
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	183
Number of retired or separated participants receiving benefits	2012-01-01	2,141
Number of other retired or separated participants entitled to future benefits	2012-01-01	1,036
Total of all active and inactive participants	2012-01-01	3,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	184
Total participants	2012-01-01	3,544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4,196
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	203
Number of retired or separated participants receiving benefits	2011-01-01	1,952
Number of other retired or separated participants entitled to future benefits	2011-01-01	1,832
Total of all active and inactive participants	2011-01-01	3,987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	134
Total participants	2011-01-01	4,121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	23
2010: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4,204
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	222
Number of retired or separated participants receiving benefits	2010-01-01	1,880
Number of other retired or separated participants entitled to future benefits	2010-01-01	1,970
Total of all active and inactive participants	2010-01-01	4,072
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	124
Total participants	2010-01-01	4,196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4,142
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	158
Number of retired or separated participants receiving benefits	2009-01-01	1,608
Number of other retired or separated participants entitled to future benefits	2009-01-01	2,216
Total of all active and inactive participants	2009-01-01	3,982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	158
Total participants	2009-01-01	4,140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE HOME INSURANCE COMPANY RETIREMENT PLAN

Measure	Date	Value
2017 : THE HOME INSURANCE COMPANY RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$7,715,619
Total unrealized appreciation/depreciation of assets	2017-12-31	$7,715,619
Total transfer of assets from this plan	2017-12-31	$195,219,707
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	$77,444
Total income from all sources (including contributions)	2017-12-31	$23,234,747
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$11,870,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$11,870,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$0
Value of total assets at end of year	2017-12-31	$0
Value of total assets at beginning of year	2017-12-31	$183,932,825
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$5,425,049
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$9,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$9,509,213
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$1,239,036
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$25,656
Other income not declared elsewhere	2017-12-31	$1,546,454
Liabilities. Value of operating payables at end of year	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$51,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$11,364,326
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$183,855,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Income. Interest from US Government securities	2017-12-31	$5,425,049
Value of interest in master investment trust accounts at end of year	2017-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2017-12-31	$45,369,764
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$3,186,710
Asset value of US Government securities at end of year	2017-12-31	$0
Asset value of US Government securities at beginning of year	2017-12-31	$17,095,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$11,870,421
Asset. Corporate debt instrument preferred debt at end of year	2017-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2017-12-31	$16,040,827
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$91,492,018
Did the plan have assets held for investment	2017-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PRICEWATERHOUSECOOPERS
Accountancy firm EIN	2017-12-31	134008324
2016 : THE HOME INSURANCE COMPANY RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$2,023,322
Total unrealized appreciation/depreciation of assets	2016-12-31	$2,023,322
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$77,444
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$99,809
Total income from all sources (including contributions)	2016-12-31	$11,720,270
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$11,744,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$11,744,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$0
Value of total assets at end of year	2016-12-31	$183,932,825
Value of total assets at beginning of year	2016-12-31	$183,978,993
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$4,031,003
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$9,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$9,509,213
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$4,922,960
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$1,239,036
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$914,943
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$25,656
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$19,969
Other income not declared elsewhere	2016-12-31	$832,863
Liabilities. Value of operating payables at end of year	2016-12-31	$51,788
Liabilities. Value of operating payables at beginning of year	2016-12-31	$79,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-23,803
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$183,855,381
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$183,879,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Income. Interest from US Government securities	2016-12-31	$4,031,003
Value of interest in master investment trust accounts at end of year	2016-12-31	$45,369,764
Value of interest in master investment trust accounts at beginning of year	2016-12-31	$51,438,209
Value of interest in common/collective trusts at end of year	2016-12-31	$3,186,710
Value of interest in common/collective trusts at beginning of year	2016-12-31	$4,875,437
Asset value of US Government securities at end of year	2016-12-31	$17,095,257
Asset value of US Government securities at beginning of year	2016-12-31	$36,405,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$11,744,073
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$16,040,827
Asset. Corporate debt instrument preferred debt at beginning of year	2016-12-31	$8,821,442
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$91,492,018
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$76,600,807
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PRICEWATERHOUSECOOPERS
Accountancy firm EIN	2016-12-31	134008324
2015 : THE HOME INSURANCE COMPANY RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-4,771,327
Total unrealized appreciation/depreciation of assets	2015-12-31	$-4,771,327
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$99,809
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$84,524
Total income from all sources (including contributions)	2015-12-31	$-3,635,391
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$11,351,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$11,351,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$0
Value of total assets at end of year	2015-12-31	$183,978,993
Value of total assets at beginning of year	2015-12-31	$198,950,451
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$4,053,047
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$9,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$4,922,960
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$9,589,388
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$914,943
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$852,555
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$19,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$15,359
Other income not declared elsewhere	2015-12-31	$-1,008,915
Liabilities. Value of operating payables at end of year	2015-12-31	$79,840
Liabilities. Value of operating payables at beginning of year	2015-12-31	$69,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-14,986,743
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$183,879,184
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$198,865,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Income. Interest from US Government securities	2015-12-31	$4,053,047
Value of interest in master investment trust accounts at end of year	2015-12-31	$51,438,209
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$53,014,382
Value of interest in common/collective trusts at end of year	2015-12-31	$4,875,437
Value of interest in common/collective trusts at beginning of year	2015-12-31	$6,107,829
Asset value of US Government securities at end of year	2015-12-31	$36,405,195
Asset value of US Government securities at beginning of year	2015-12-31	$49,631,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$11,351,352
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$8,821,442
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$56,544,847
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$76,600,807
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$23,209,763
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PRICEWATERHOUSECOOPERS
Accountancy firm EIN	2015-12-31	134008324
2014 : THE HOME INSURANCE COMPANY RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$19,187,859
Total unrealized appreciation/depreciation of assets	2014-12-31	$19,187,859
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$84,524
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$126,200
Total income from all sources (including contributions)	2014-12-31	$27,376,385
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$11,548,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$11,548,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$0
Value of total assets at end of year	2014-12-31	$198,950,451
Value of total assets at beginning of year	2014-12-31	$183,164,027
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$3,729,097
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$9,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$9,589,388
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$5,793,994
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$852,555
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$830,142
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$15,359
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$54,016
Other income not declared elsewhere	2014-12-31	$2,173,510
Liabilities. Value of operating payables at end of year	2014-12-31	$69,165
Liabilities. Value of operating payables at beginning of year	2014-12-31	$72,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$15,828,100
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$198,865,927
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$183,037,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Income. Interest from US Government securities	2014-12-31	$3,729,097
Value of interest in master investment trust accounts at end of year	2014-12-31	$53,014,382
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$47,226,589
Value of interest in common/collective trusts at end of year	2014-12-31	$6,107,829
Value of interest in common/collective trusts at beginning of year	2014-12-31	$2,009,984
Asset value of US Government securities at end of year	2014-12-31	$49,631,687
Asset value of US Government securities at beginning of year	2014-12-31	$36,456,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$17,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$11,548,285
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$56,544,847
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$52,750,680
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$23,209,763
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$21,096,598
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PRICEWATERHOUSECOOPERS
Accountancy firm EIN	2014-12-31	134008324
2013 : THE HOME INSURANCE COMPANY RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$-13,656,490
Total unrealized appreciation/depreciation of assets	2013-12-31	$-13,656,490
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$126,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$243,977
Total income from all sources (including contributions)	2013-12-31	$15,756,963
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$10,888,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$10,888,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$17,000,000
Value of total assets at end of year	2013-12-31	$183,164,027
Value of total assets at beginning of year	2013-12-31	$178,413,254
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$3,561,419
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$9,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$5,793,994
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$7,600,814
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$830,142
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$879,919
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$54,016
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$14,094
Liabilities. Value of operating payables at end of year	2013-12-31	$72,184
Liabilities. Value of operating payables at beginning of year	2013-12-31	$229,883
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$125,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$4,868,550
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$183,037,827
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$178,169,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Income. Interest from US Government securities	2013-12-31	$3,561,419
Value of interest in master investment trust accounts at end of year	2013-12-31	$47,226,589
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$45,704,723
Value of interest in common/collective trusts at end of year	2013-12-31	$2,009,984
Value of interest in common/collective trusts at beginning of year	2013-12-31	$2,889,604
Asset value of US Government securities at end of year	2013-12-31	$36,456,040
Asset value of US Government securities at beginning of year	2013-12-31	$45,138,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$-2,612,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$17,000,000
Employer contributions (assets) at end of year	2013-12-31	$17,000,000
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$10,888,413
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$52,750,680
Asset. Corporate debt instrument preferred debt at beginning of year	2013-12-31	$54,177,901
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$21,096,598
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$21,896,762
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PRICEWATERHOUSECOOPERS
Accountancy firm EIN	2013-12-31	134008324
2012 : THE HOME INSURANCE COMPANY RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$-4,057,193
Total unrealized appreciation/depreciation of assets	2012-12-31	$-4,057,193
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$243,977
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$134,911
Total income from all sources (including contributions)	2012-12-31	$19,042,558
Total loss/gain on sale of assets	2012-12-31	$12,968,142
Total of all expenses incurred	2012-12-31	$32,341,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$31,425,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$700
Value of total assets at end of year	2012-12-31	$178,413,254
Value of total assets at beginning of year	2012-12-31	$191,603,390
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$916,516
Total interest from all sources	2012-12-31	$4,464,812
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$653,958
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$9,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$7,600,814
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$8,448,248
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$879,919
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$1,202,048
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$14,094
Administrative expenses (other) incurred	2012-12-31	$147,000
Liabilities. Value of operating payables at end of year	2012-12-31	$229,883
Liabilities. Value of operating payables at beginning of year	2012-12-31	$134,911
Total non interest bearing cash at end of year	2012-12-31	$125,000
Total non interest bearing cash at beginning of year	2012-12-31	$298,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-13,299,202
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$178,169,277
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$191,468,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$115,558
Interest earned on other investments	2012-12-31	$371,256
Income. Interest from US Government securities	2012-12-31	$690,212
Income. Interest from corporate debt instruments	2012-12-31	$3,403,344
Value of interest in master investment trust accounts at end of year	2012-12-31	$45,704,723
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$38,586,699
Value of interest in common/collective trusts at end of year	2012-12-31	$2,889,604
Value of interest in common/collective trusts at beginning of year	2012-12-31	$5,560,362
Asset value of US Government securities at end of year	2012-12-31	$45,138,531
Asset value of US Government securities at beginning of year	2012-12-31	$64,213,257
Net investment gain or loss from common/collective trusts	2012-12-31	$6,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$700
Employer contributions (assets) at beginning of year	2012-12-31	$3,633,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$31,425,244
Asset. Corporate debt instrument preferred debt at end of year	2012-12-31	$54,177,901
Asset. Corporate debt instrument preferred debt at beginning of year	2012-12-31	$45,737,032
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$21,896,762
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$23,924,744
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$196,826,421
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$183,858,279
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PRICEWATERHOUSECOOPERS
Accountancy firm EIN	2012-12-31	134008324
2011 : THE HOME INSURANCE COMPANY RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$21,015,869
Total unrealized appreciation/depreciation of assets	2011-12-31	$21,015,869
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$134,911
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$203,807
Total income from all sources (including contributions)	2011-12-31	$35,427,768
Total loss/gain on sale of assets	2011-12-31	$8,179,995
Total of all expenses incurred	2011-12-31	$9,857,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$8,883,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$3,768,000
Value of total assets at end of year	2011-12-31	$191,603,390
Value of total assets at beginning of year	2011-12-31	$166,101,975
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$973,561
Total interest from all sources	2011-12-31	$3,868,872
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$557,720
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$9,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$8,448,248
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$5,254,414
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$1,202,048
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$1,068,278
Administrative expenses (other) incurred	2011-12-31	$250,252
Liabilities. Value of operating payables at end of year	2011-12-31	$134,911
Liabilities. Value of operating payables at beginning of year	2011-12-31	$203,807
Total non interest bearing cash at end of year	2011-12-31	$298,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$25,570,311
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$191,468,479
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$165,898,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$165,589
Interest earned on other investments	2011-12-31	$61,433
Income. Interest from US Government securities	2011-12-31	$506,588
Income. Interest from corporate debt instruments	2011-12-31	$3,300,851
Value of interest in master investment trust accounts at end of year	2011-12-31	$38,586,699
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$45,493,996
Value of interest in common/collective trusts at end of year	2011-12-31	$5,560,362
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,528,901
Asset value of US Government securities at end of year	2011-12-31	$64,213,257
Asset value of US Government securities at beginning of year	2011-12-31	$55,976,607
Net investment gain or loss from common/collective trusts	2011-12-31	$1,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$3,768,000
Employer contributions (assets) at end of year	2011-12-31	$3,633,000
Employer contributions (assets) at beginning of year	2011-12-31	$10,152,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$8,883,896
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$45,737,032
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$30,720,542
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$23,924,744
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$15,907,237
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$117,724,482
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$109,544,487
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PRICEWATERHOUSECOOPERS
Accountancy firm EIN	2011-12-31	134008324
2010 : THE HOME INSURANCE COMPANY RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$3,111,923
Total unrealized appreciation/depreciation of assets	2010-12-31	$3,111,923
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$203,807
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$195,959
Total income from all sources (including contributions)	2010-12-31	$27,907,021
Total loss/gain on sale of assets	2010-12-31	$4,682,780
Total of all expenses incurred	2010-12-31	$10,768,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$9,866,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$10,152,000
Value of total assets at end of year	2010-12-31	$166,101,975
Value of total assets at beginning of year	2010-12-31	$148,955,377
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$902,177
Total interest from all sources	2010-12-31	$4,211,851
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$538,023
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$9,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$5,254,414
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$1,068,278
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$4,370,954
Administrative expenses (other) incurred	2010-12-31	$300,069
Liabilities. Value of operating payables at end of year	2010-12-31	$203,807
Liabilities. Value of operating payables at beginning of year	2010-12-31	$195,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$17,138,750
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$165,898,168
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$148,759,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$64,085
Interest earned on other investments	2010-12-31	$154,999
Income. Interest from US Government securities	2010-12-31	$948,523
Income. Interest from corporate debt instruments	2010-12-31	$3,108,329
Value of interest in master investment trust accounts at end of year	2010-12-31	$45,493,996
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$37,350,332
Value of interest in common/collective trusts at end of year	2010-12-31	$1,528,901
Value of interest in common/collective trusts at beginning of year	2010-12-31	$858,082
Asset value of US Government securities at end of year	2010-12-31	$55,976,607
Asset value of US Government securities at beginning of year	2010-12-31	$56,629,949
Net investment gain or loss from common/collective trusts	2010-12-31	$1,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$10,152,000
Employer contributions (assets) at end of year	2010-12-31	$10,152,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$9,866,094
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$30,720,542
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$41,226,036
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$15,907,237
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$8,520,024
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$133,924,470
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$129,241,690
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	PRICEWATERHOUSECOOPERS
Accountancy firm EIN	2010-12-31	134008324
2009 : THE HOME INSURANCE COMPANY RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE HOME INSURANCE COMPANY RETIREMENT PLAN

2017: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE HOME INSURANCE COMPANY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ZURICH AMERICAN INSURANCE COMPANY
Employer identification number (EIN):	364233459
NAIC Classification:	524290

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	588433