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RETIREMENT PLAN FOR EMPLOYEES OF FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON Benefits

401k Plan TypeDefined 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).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • 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

FIRST AMERICAN TITLE COMPANY OF OREGON has sponsored the creation of one or more 401k plans.

Company Name:FIRST AMERICAN TITLE COMPANY OF OREGON
Employer identification number (EIN):454903323
NAIC Classification:522292
NAIC Description:Real Estate Credit

Additional information about FIRST AMERICAN TITLE COMPANY OF OREGON

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2012-03-22
Company Identification Number: 84395590
Legal Registered Office Address: 1127 BROADWAY STREET NE STE 310

SALEM
United States of America (USA)
97301

More information about FIRST AMERICAN TITLE COMPANY OF OREGON

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01
0012015-01-01KEVIN BARRY
0012015-01-01KEVIN BARRY
0012015-01-01KEVIN BARRY
0012014-01-01KEVIN BARRY
0012013-01-01
0012012-01-01MATTHEW PATRICK O-FLAHERTY

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON

Measure Date Value
2017: RETIREMENT PLAN FOR EMPLOYEES OF FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON 2017 401k membership
Total participants, beginning-of-year2017-01-01104
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN FOR EMPLOYEES OF FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON 2016 401k membership
Market value of plan assets2016-12-3118,387,264
Acturial value of plan assets2016-12-3118,387,264
Funding target for retired participants and beneficiaries receiving payment2016-12-317,429,798
Number of terminated vested participants2016-12-3181
Fundng target for terminated vested participants2016-12-314,382,545
Active participant vested funding target2016-12-313,214,210
Number of active participants2016-12-3143
Total funding liabilities for active participants2016-12-313,214,210
Total participant count2016-12-31173
Total funding target for all participants2016-12-3115,026,553
Balance at beginning of prior year after applicable adjustments2016-12-315,215
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31325,796
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-315,215
Amount remaining of prefunding balance2016-12-31325,796
Present value of excess contributions2016-12-313,219,986
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-313,422,523
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-315,321
Balance of prefunding at beginning of current year2016-12-31332,442
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3130,000
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01173
Total number of active participants reported on line 7a of the Form 55002016-01-0117
Number of retired or separated participants receiving benefits2016-01-0163
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR EMPLOYEES OF FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON 2015 401k membership
Total participants, beginning-of-year2015-01-01174
Total number of active participants reported on line 7a of the Form 55002015-01-0143
Number of retired or separated participants receiving benefits2015-01-0147
Number of other retired or separated participants entitled to future benefits2015-01-0181
Total of all active and inactive participants2015-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLAN FOR EMPLOYEES OF FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON 2014 401k membership
Total participants, beginning-of-year2014-01-01174
Total number of active participants reported on line 7a of the Form 55002014-01-0147
Number of retired or separated participants receiving benefits2014-01-0140
Number of other retired or separated participants entitled to future benefits2014-01-0185
Total of all active and inactive participants2014-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PLAN FOR EMPLOYEES OF FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON 2013 401k membership
Total participants, beginning-of-year2013-01-01176
Total number of active participants reported on line 7a of the Form 55002013-01-0151
Number of retired or separated participants receiving benefits2013-01-0136
Number of other retired or separated participants entitled to future benefits2013-01-0185
Total of all active and inactive participants2013-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLAN FOR EMPLOYEES OF FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON 2012 401k membership
Total participants, beginning-of-year2012-01-01176
Total number of active participants reported on line 7a of the Form 55002012-01-0157
Number of retired or separated participants receiving benefits2012-01-0132
Number of other retired or separated participants entitled to future benefits2012-01-0185
Total of all active and inactive participants2012-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON

Measure Date Value
2017 : RETIREMENT PLAN FOR EMPLOYEES OF FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-11$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-11$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-11$0
Total income from all sources (including contributions)2017-09-11$3,992,111
Total loss/gain on sale of assets2017-09-11$3,787
Total of all expenses incurred2017-09-11$16,494,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-11$16,491,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-11$3,916,865
Value of total assets at end of year2017-09-11$0
Value of total assets at beginning of year2017-09-11$12,502,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-11$2,717
Total interest from all sources2017-09-11$2,878
Total dividends received (eg from common stock, registered investment company shares)2017-09-11$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-11Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-09-11$0
Was this plan covered by a fidelity bond2017-09-11Yes
Value of fidelity bond cover2017-09-11$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-09-11$0
Were there any nonexempt tranactions with any party-in-interest2017-09-11No
Other income not declared elsewhere2017-09-11$982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-11No
Value of net income/loss2017-09-11$-12,502,214
Value of net assets at end of year (total assets less liabilities)2017-09-11$0
Value of net assets at beginning of year (total assets less liabilities)2017-09-11$12,502,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-11No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-11No
Were any leases to which the plan was party in default or uncollectible2017-09-11No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-11$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-11$10,376,240
Interest earned on other investments2017-09-11$2,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-11$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-11$1,751,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-11$1,751,984
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-11$753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-11$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-11$373,990
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-11$15,743,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-11$67,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-11Yes
Was there a failure to transmit to the plan any participant contributions2017-09-11No
Has the plan failed to provide any benefit when due under the plan2017-09-11No
Contributions received in cash from employer2017-09-11$3,916,865
Employer contributions (assets) at end of year2017-09-11$0
Employer contributions (assets) at beginning of year2017-09-11$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-11$748,380
Contract administrator fees2017-09-11$2,717
Did the plan have assets held for investment2017-09-11No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-11No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-11Yes
Aggregate proceeds on sale of assets2017-09-11$29,546,597
Aggregate carrying amount (costs) on sale of assets2017-09-11$29,542,810
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-11Yes
Opinion of an independent qualified public accountant for this plan2017-09-11Disclaimer
Accountancy firm name2017-09-11KSJG, LLP
Accountancy firm EIN2017-09-11953322166
2016 : RETIREMENT PLAN FOR EMPLOYEES OF FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$-1,183,260
Total loss/gain on sale of assets2016-12-31$45,592
Total of all expenses incurred2016-12-31$4,819,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,808,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$12,502,214
Value of total assets at beginning of year2016-12-31$18,505,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,072
Total interest from all sources2016-12-31$156,345
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$248,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$197,783
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$11,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-6,002,976
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,502,214
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,505,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,376,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,794,349
Interest earned on other investments2016-12-31$151,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,751,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$301,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$301,956
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5,258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$373,990
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$7,931,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-1,634,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$2,925,000
Income. Dividends from common stock2016-12-31$51,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,808,644
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$4,552,338
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$5,411,842
Aggregate carrying amount (costs) on sale of assets2016-12-31$5,366,250
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KUSHNER SMITH JOANOU & GREGSON LLP
Accountancy firm EIN2016-12-31953322166
2015 : RETIREMENT PLAN FOR EMPLOYEES OF FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$85,768
Total unrealized appreciation/depreciation of assets2015-12-31$85,768
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,836,203
Total loss/gain on sale of assets2015-12-31$-7,652
Total of all expenses incurred2015-12-31$628,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$600,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,525,000
Value of total assets at end of year2015-12-31$18,505,190
Value of total assets at beginning of year2015-12-31$15,297,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$28,077
Total interest from all sources2015-12-31$236,101
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$329,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$243,668
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,207,798
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,505,190
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,297,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,794,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,909,767
Interest earned on other investments2015-12-31$235,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$301,956
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$389,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$389,963
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$7,931,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,724,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-332,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,525,000
Employer contributions (assets) at end of year2015-12-31$2,925,000
Income. Dividends from common stock2015-12-31$86,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$600,328
Contract administrator fees2015-12-31$28,077
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$4,552,338
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$4,273,593
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$1,083,900
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,091,552
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KUSHNER SMITH JOANOU & GREGSON LLP
Accountancy firm EIN2015-12-31953322166
2014 : RETIREMENT PLAN FOR EMPLOYEES OF FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$153,108
Total unrealized appreciation/depreciation of assets2014-12-31$153,108
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,275,933
Total loss/gain on sale of assets2014-12-31$-52,942
Total of all expenses incurred2014-12-31$528,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$500,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$600,000
Value of total assets at end of year2014-12-31$15,297,392
Value of total assets at beginning of year2014-12-31$14,549,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$27,846
Total interest from all sources2014-12-31$224,922
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$350,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$747,505
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,297,392
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,549,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,909,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,872,626
Interest earned on other investments2014-12-31$224,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$389,963
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$251,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$251,931
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$73
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,724,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,427,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$600,000
Income. Dividends from preferred stock2014-12-31$350,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$500,582
Contract administrator fees2014-12-31$27,746
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$4,273,593
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$3,997,782
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$-52,942
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KUSHNER SMITH JOANOU & GREGSON LLP
Accountancy firm EIN2014-12-31953322166
2013 : RETIREMENT PLAN FOR EMPLOYEES OF FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,197,531
Total unrealized appreciation/depreciation of assets2013-12-31$1,197,531
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,300,690
Total loss/gain on sale of assets2013-12-31$98,450
Total of all expenses incurred2013-12-31$474,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$447,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$600,000
Value of total assets at end of year2013-12-31$14,549,887
Value of total assets at beginning of year2013-12-31$12,724,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,054
Total interest from all sources2013-12-31$216,406
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$188,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,825,861
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,549,887
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,724,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,872,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,557,191
Interest earned on other investments2013-12-31$216,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$251,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$185,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$185,718
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,427,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,086,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$600,000
Income. Dividends from common stock2013-12-31$188,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$447,775
Contract administrator fees2013-12-31$27,054
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$3,997,782
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$2,895,028
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$98,450
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KUSHNER SMITH JOANOU & GREGSON LLP
Accountancy firm EIN2013-12-31953322166
2012 : RETIREMENT PLAN FOR EMPLOYEES OF FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$512,188
Total unrealized appreciation/depreciation of assets2012-12-31$512,188
Total income from all sources (including contributions)2012-12-31$1,558,202
Total loss/gain on sale of assets2012-12-31$76,814
Total of all expenses incurred2012-12-31$451,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$423,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$600,000
Value of total assets at end of year2012-12-31$12,724,026
Value of total assets at beginning of year2012-12-31$11,617,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$28,388
Total interest from all sources2012-12-31$211,284
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$157,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,106,674
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,724,026
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,617,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,557,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,228,454
Interest earned on other investments2012-12-31$211,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$185,718
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$210,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$210,723
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,086,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,726,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$600,000
Income. Dividends from common stock2012-12-31$157,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$423,140
Contract administrator fees2012-12-31$28,388
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,895,028
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,451,574
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$76,814
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KUSHNER SMITH JOANOU & GREGSON LLP
Accountancy firm EIN2012-12-31953322166

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON

2017: RETIREMENT PLAN FOR EMPLOYEES OF FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF FIRST AMERICAN TITLE INSURANCE COMPANY OF OREGON 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number306699
Policy instance 1
Insurance contract or identification number306699
Number of Individuals Covered173
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number306699
Policy instance 1
Insurance contract or identification number306699
Number of Individuals Covered174
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number306699
Policy instance 1
Insurance contract or identification number306699
Number of Individuals Covered174
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number306699
Policy instance 1
Insurance contract or identification number306699
Number of Individuals Covered176
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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