UNIVERSAL INSURANCE MANAGERS, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US
401k plan membership statisitcs for UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US
| Measure | Date | Value |
|---|
| 2022: UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 264 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 182 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 73 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 255 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 255 |
| Number of participants with account balances | 2022-01-01 | 255 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 305 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 198 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 57 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 9 |
| Total of all active and inactive participants | 2021-01-01 | 264 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 264 |
| Number of participants with account balances | 2021-01-01 | 264 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 287 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 213 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 13 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 63 |
| Total of all active and inactive participants | 2020-01-01 | 289 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 289 |
| Number of participants with account balances | 2020-01-01 | 289 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 294 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 217 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 13 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 57 |
| Total of all active and inactive participants | 2019-01-01 | 287 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 287 |
| Number of participants with account balances | 2019-01-01 | 287 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 217 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 253 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 41 |
| Total of all active and inactive participants | 2018-01-01 | 294 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 294 |
| Number of participants with account balances | 2018-01-01 | 294 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 205 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 217 |
| 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 | 66 |
| Total of all active and inactive participants | 2017-01-01 | 283 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 283 |
| Number of participants with account balances | 2017-01-01 | 217 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 198 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 205 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 54 |
| Total of all active and inactive participants | 2016-01-01 | 259 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 259 |
| Number of participants with account balances | 2016-01-01 | 205 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 54 |
| 2015: UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 196 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 198 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 37 |
| Total of all active and inactive participants | 2015-01-01 | 235 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 235 |
| Number of participants with account balances | 2015-01-01 | 198 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 37 |
| 2014: UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 206 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 196 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 20 |
| Total of all active and inactive participants | 2014-01-01 | 216 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 216 |
| 2013: UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 216 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 198 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 206 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 206 |
| Number of participants with account balances | 2013-01-01 | 206 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 117 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 216 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 216 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 216 |
| Number of participants with account balances | 2012-01-01 | 216 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2008: UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 48 |
| Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 1 |
| Total of all active and inactive participants | 2008-01-01 | 49 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
| Total participants | 2008-01-01 | 49 |
| Number of participants with account balances | 2008-01-01 | 49 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 2 |
| Number of employers contributing to the scheme | 2008-01-01 | 0 |
| 2007: UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 31 |
| Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 0 |
| Total of all active and inactive participants | 2007-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
| Total participants | 2007-01-01 | 31 |
| Number of participants with account balances | 2007-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 1 |
| Number of employers contributing to the scheme | 2007-01-01 | 0 |
| 2006: UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2006-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2006-01-01 | 2 |
| Total of all active and inactive participants | 2006-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2006-01-01 | 0 |
| Total participants | 2006-01-01 | 18 |
| Number of participants with account balances | 2006-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2006-01-01 | 2 |
| Number of employers contributing to the scheme | 2006-01-01 | 0 |
| 2005: UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2005 401k membership |
|---|
| Total participants, beginning-of-year | 2005-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2005-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2005-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2005-01-01 | 0 |
| Total of all active and inactive participants | 2005-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2005-01-01 | 0 |
| Total participants | 2005-01-01 | 9 |
| Number of participants with account balances | 2005-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2005-01-01 | 1 |
| Number of employers contributing to the scheme | 2005-01-01 | 0 |
| 2004: UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2004 401k membership |
|---|
| Total participants, beginning-of-year | 2004-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2004-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2004-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2004-01-01 | 0 |
| Total of all active and inactive participants | 2004-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2004-01-01 | 0 |
| Total participants | 2004-01-01 | 3 |
| Number of participants with account balances | 2004-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2004-01-01 | 0 |
| Number of employers contributing to the scheme | 2004-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-2,743,019 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-2,743,019 |
| 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 |
| Total income from all sources (including contributions) | 2022-12-31 | $-1,055,215 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $1,569,820 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,496,433 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $6,500 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,234,608 |
| Value of total assets at end of year | 2022-12-31 | $14,076,582 |
| Value of total assets at beginning of year | 2022-12-31 | $16,701,617 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $66,887 |
| Total interest from all sources | 2022-12-31 | $13,786 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $439,410 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $439,410 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $919,428 |
| Participant contributions at end of year | 2022-12-31 | $257,605 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $35,344 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $330,151 |
| Administrative expenses (other) incurred | 2022-12-31 | $66,887 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-2,625,035 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $14,076,582 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $16,701,617 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $9,470,056 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $11,494,545 |
| Interest on participant loans | 2022-12-31 | $13,786 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $2,970,290 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $3,541,927 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,378,631 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,334,994 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $279,836 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,496,433 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | RSM PUERTO RICO |
| Accountancy firm EIN | 2022-12-31 | 660388756 |
| 2021 : UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $1,512,515 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $1,512,515 |
| 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 | $10,440 |
| Total income from all sources (including contributions) | 2021-12-31 | $3,788,211 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $2,538,155 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,483,559 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,502,242 |
| Value of total assets at end of year | 2021-12-31 | $16,701,617 |
| Value of total assets at beginning of year | 2021-12-31 | $15,462,001 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $54,596 |
| Total interest from all sources | 2021-12-31 | $17,190 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $756,264 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $756,264 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $1,049,552 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $127,364 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $330,151 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $286,710 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $10,440 |
| Administrative expenses (other) incurred | 2021-12-31 | $54,596 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,250,056 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $16,701,617 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $15,451,561 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $11,494,545 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $9,734,197 |
| Income. Interest from loans (other than to participants) | 2021-12-31 | $17,190 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $3,541,927 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $3,456,279 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,334,994 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,984,815 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $325,326 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,483,559 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | RSM PUERTO RICO |
| Accountancy firm EIN | 2021-12-31 | 660388756 |
| 2020 : UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $1,476,196 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $1,476,196 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $10,440 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $5,891 |
| Total income from all sources (including contributions) | 2020-12-31 | $3,307,736 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $760,258 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $707,325 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,470,927 |
| Value of total assets at end of year | 2020-12-31 | $15,462,001 |
| Value of total assets at beginning of year | 2020-12-31 | $12,909,974 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $52,933 |
| Total interest from all sources | 2020-12-31 | $18,466 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $342,147 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $342,147 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $1,113,730 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,712 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $286,710 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $346,916 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $10,440 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $5,891 |
| Administrative expenses (other) incurred | 2020-12-31 | $52,933 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $2,547,478 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $15,451,561 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,904,083 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $9,734,197 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $7,961,121 |
| Interest on participant loans | 2020-12-31 | $18,466 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $3,456,279 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,861,966 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,984,815 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,239,971 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $355,485 |
| Employer contributions (assets) at end of year | 2020-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $500,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $707,325 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | RSM PUERTO RICO |
| Accountancy firm EIN | 2020-12-31 | 660388756 |
| 2019 : UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $1,816,139 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $1,816,139 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $5,891 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $28,177 |
| Total income from all sources (including contributions) | 2019-12-31 | $4,221,598 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $1,543,559 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,495,595 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,101,902 |
| Value of total assets at end of year | 2019-12-31 | $12,909,974 |
| Value of total assets at beginning of year | 2019-12-31 | $10,254,221 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $47,964 |
| Total interest from all sources | 2019-12-31 | $19,470 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $284,087 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $284,087 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $1,063,837 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $200,630 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $346,916 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $285,831 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $5,891 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $28,177 |
| Administrative expenses (other) incurred | 2019-12-31 | $47,964 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $2,678,039 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $12,904,083 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,226,044 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,961,121 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,928,757 |
| Interest on participant loans | 2019-12-31 | $19,470 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,861,966 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $2,021,347 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,239,971 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,018,286 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $837,435 |
| Employer contributions (assets) at end of year | 2019-12-31 | $500,000 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,495,595 |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | RSM PUERTO RICO |
| Accountancy firm EIN | 2019-12-31 | 660388756 |
| 2018 : UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-1,234,794 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-1,234,794 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $28,177 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $5,703 |
| Total income from all sources (including contributions) | 2018-12-31 | $791,344 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $531,791 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $494,703 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,502,904 |
| Value of total assets at end of year | 2018-12-31 | $10,254,221 |
| Value of total assets at beginning of year | 2018-12-31 | $9,972,194 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $37,088 |
| Total interest from all sources | 2018-12-31 | $8,988 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $514,246 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $514,246 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $1,059,378 |
| Participant contributions at beginning of year | 2018-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $74,452 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $285,831 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $188,871 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $28,177 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $5,703 |
| Administrative expenses (other) incurred | 2018-12-31 | $37,088 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $259,553 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $10,226,044 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,966,491 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $6,928,757 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $8,036,482 |
| Interest on participant loans | 2018-12-31 | $8,988 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $2,021,347 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $1,018,286 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $853,999 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $369,074 |
| Employer contributions (assets) at end of year | 2018-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $892,842 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $494,703 |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | RSM PUERTO RICO |
| Accountancy firm EIN | 2018-12-31 | 660388756 |
| 2017 : UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $649,809 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $649,809 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $5,702 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $8,569 |
| Total income from all sources (including contributions) | 2017-12-31 | $3,324,127 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $720,238 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $699,033 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,209,403 |
| Value of total assets at end of year | 2017-12-31 | $9,972,194 |
| Value of total assets at beginning of year | 2017-12-31 | $7,371,172 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $21,205 |
| Total interest from all sources | 2017-12-31 | $7,566 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $457,349 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $457,349 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $951,986 |
| Participant contributions at end of year | 2017-12-31 | $0 |
| Participant contributions at beginning of year | 2017-12-31 | $39,458 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $41,943 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $188,871 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $178,192 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $5,702 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $8,569 |
| Administrative expenses (other) incurred | 2017-12-31 | $21,205 |
| 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 | $2,603,889 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,966,492 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,362,603 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $8,036,482 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $6,384,127 |
| Interest on participant loans | 2017-12-31 | $7,566 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $853,999 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $758,345 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| 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 |
| Contributions received in cash from employer | 2017-12-31 | $1,215,474 |
| Employer contributions (assets) at end of year | 2017-12-31 | $892,842 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $11,050 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $699,033 |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 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 | No |
| 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 | RSM PUERTO RICO |
| Accountancy firm EIN | 2017-12-31 | 660388756 |
| 2016 : UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $186,547 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $186,547 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $8,569 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,829 |
| Total income from all sources (including contributions) | 2016-12-31 | $1,816,173 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $469,876 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $449,384 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,291,600 |
| Value of total assets at end of year | 2016-12-31 | $7,371,172 |
| Value of total assets at beginning of year | 2016-12-31 | $6,018,135 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $20,492 |
| Total interest from all sources | 2016-12-31 | $7,314 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $330,712 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $330,712 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $867,680 |
| Participant contributions at end of year | 2016-12-31 | $39,458 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $119,823 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $178,192 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $197,626 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $8,569 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $1,829 |
| Administrative expenses (other) incurred | 2016-12-31 | $20,492 |
| 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 | $1,346,297 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $7,362,603 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,016,306 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $6,384,127 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $4,421,044 |
| Interest on participant loans | 2016-12-31 | $7,314 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $758,345 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $697,352 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| 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 |
| Contributions received in cash from employer | 2016-12-31 | $304,097 |
| Employer contributions (assets) at end of year | 2016-12-31 | $11,050 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $702,113 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $449,384 |
| 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 | RSM PUERTO RICO |
| Accountancy firm EIN | 2016-12-31 | 660388756 |
| 2015 : UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-399,303 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-399,303 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,829 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $6,541 |
| Total income from all sources (including contributions) | 2015-12-31 | $1,676,033 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $507,662 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $494,195 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,718,127 |
| Value of total assets at end of year | 2015-12-31 | $6,018,135 |
| Value of total assets at beginning of year | 2015-12-31 | $4,854,476 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $13,467 |
| Total interest from all sources | 2015-12-31 | $6,001 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $351,208 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $351,208 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $673,285 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $93,164 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $197,626 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $132,816 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $1,829 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $6,541 |
| Administrative expenses (other) incurred | 2015-12-31 | $13,467 |
| 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 | $1,168,371 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,016,306 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,847,935 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $4,421,044 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $4,090,214 |
| Interest on participant loans | 2015-12-31 | $6,001 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $697,352 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $631,446 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $951,678 |
| Employer contributions (assets) at end of year | 2015-12-31 | $702,113 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $494,195 |
| 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 | RSM PUERTO RICO |
| Accountancy firm EIN | 2015-12-31 | 660388756 |
| 2014 : UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $263,809 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $263,809 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $6,541 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,805 |
| Total income from all sources (including contributions) | 2014-12-31 | $1,384,727 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $343,956 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $335,246 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,116,070 |
| Value of total assets at end of year | 2014-12-31 | $4,854,476 |
| Value of total assets at beginning of year | 2014-12-31 | $3,808,969 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $8,710 |
| Total interest from all sources | 2014-12-31 | $4,848 |
| 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 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $705,856 |
| Participant contributions at end of year | 2014-12-31 | $132,816 |
| Participant contributions at beginning of year | 2014-12-31 | $92,444 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $135,307 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $6,541 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $1,805 |
| Administrative expenses (other) incurred | 2014-12-31 | $8,710 |
| 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 | $1,040,771 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,847,935 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,807,164 |
| 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 |
| Interest on participant loans | 2014-12-31 | $4,848 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $4,721,660 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $3,716,525 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| 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 |
| Contributions received in cash from employer | 2014-12-31 | $274,907 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $335,246 |
| 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 | RSM ROC & COMPANY |
| Accountancy firm EIN | 2014-12-31 | 660388756 |
| 2013 : UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $569,374 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $569,374 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,805 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $11,761 |
| Total income from all sources (including contributions) | 2013-12-31 | $1,402,505 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $297,708 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $296,807 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $827,544 |
| Value of total assets at end of year | 2013-12-31 | $3,808,969 |
| Value of total assets at beginning of year | 2013-12-31 | $2,714,128 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $901 |
| Total interest from all sources | 2013-12-31 | $3,252 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $562,937 |
| Participant contributions at end of year | 2013-12-31 | $92,444 |
| Participant contributions at beginning of year | 2013-12-31 | $88,955 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $25,880 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $1,805 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $11,761 |
| Other income not declared elsewhere | 2013-12-31 | $2,335 |
| 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 | $1,104,797 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,807,164 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,702,367 |
| 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 |
| Interest on participant loans | 2013-12-31 | $3,252 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $164,180 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $164,180 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $3,716,525 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $2,460,993 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| 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 | $238,727 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $296,807 |
| Contract administrator fees | 2013-12-31 | $901 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| 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 | RSM ROC & COMPANY |
| Accountancy firm EIN | 2013-12-31 | 660388756 |
| 2012 : UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $261,682 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $261,682 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $11,761 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $1,170,828 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $306,552 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $306,552 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $908,113 |
| Value of total assets at end of year | 2012-12-31 | $2,714,128 |
| Value of total assets at beginning of year | 2012-12-31 | $1,838,091 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
| Total interest from all sources | 2012-12-31 | $1,033 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $674,691 |
| Participant contributions at end of year | 2012-12-31 | $88,955 |
| Participant contributions at beginning of year | 2012-12-31 | $11,839 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $11,761 |
| 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 | $864,276 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,702,367 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,838,091 |
| 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 |
| Interest on participant loans | 2012-12-31 | $1,033 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $164,180 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $120,849 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $120,849 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $2,460,993 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $1,705,403 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| 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 | $233,422 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $306,552 |
| 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 |
| 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 | RSM ROC & COMPANY |
| Accountancy firm EIN | 2012-12-31 | 660388756 |
