FARMERS MUTUAL INSURANCE CO. OF NE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FARMERS MUTUAL 401(K) SAVINGS PLAN
Measure | Date | Value |
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2023 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2023 401k financial data |
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Total income from all sources (including contributions) | 2023-12-31 | $15,074,237 |
Total of all expenses incurred | 2023-12-31 | $2,313,720 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $2,210,614 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $4,347,629 |
Value of total assets at end of year | 2023-12-31 | $70,179,192 |
Value of total assets at beginning of year | 2023-12-31 | $57,418,675 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $103,106 |
Total interest from all sources | 2023-12-31 | $21,959 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $879,550 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $879,550 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $2,626,576 |
Participant contributions at end of year | 2023-12-31 | $364,154 |
Participant contributions at beginning of year | 2023-12-31 | $279,187 |
Participant contributions at end of year | 2023-12-31 | $89,350 |
Participant contributions at beginning of year | 2023-12-31 | $71,361 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $409,738 |
Other income not declared elsewhere | 2023-12-31 | $3,980 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $12,760,517 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $70,179,192 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $57,418,675 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $53,660,733 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $42,605,628 |
Value of interest in pooled separate accounts at end of year | 2023-12-31 | $13,998,983 |
Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $12,147,341 |
Interest on participant loans | 2023-12-31 | $20,441 |
Interest earned on other investments | 2023-12-31 | $1,518 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $1,940,077 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $2,050,432 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $85,344 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $230,401 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $8,200,653 |
Net investment gain/loss from pooled separate accounts | 2023-12-31 | $1,565,152 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $55,314 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $1,311,315 |
Employer contributions (assets) at end of year | 2023-12-31 | $40,551 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $34,325 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $2,210,614 |
Contract administrator fees | 2023-12-31 | $103,106 |
Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | FORVIS MAZARS, LLP |
Accountancy firm EIN | 2023-12-31 | 440160260 |
2022 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-7,848,505 |
Total of all expenses incurred | 2022-12-31 | $1,978,167 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,890,463 |
Value of total corrective distributions | 2022-12-31 | $529 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $4,476,070 |
Value of total assets at end of year | 2022-12-31 | $57,418,675 |
Value of total assets at beginning of year | 2022-12-31 | $67,245,347 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $87,175 |
Total interest from all sources | 2022-12-31 | $11,904 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $671,792 |
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 | $671,792 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $2,000,000 |
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 | $2,468,041 |
Participant contributions at end of year | 2022-12-31 | $279,187 |
Participant contributions at beginning of year | 2022-12-31 | $163,707 |
Participant contributions at end of year | 2022-12-31 | $71,361 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $921,283 |
Other income not declared elsewhere | 2022-12-31 | $-2,197 |
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 | $-9,826,672 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $57,418,675 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $67,245,347 |
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 | $42,605,628 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $49,757,243 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $12,147,341 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $16,863,707 |
Interest on participant loans | 2022-12-31 | $8,756 |
Interest earned on other investments | 2022-12-31 | $3,148 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $2,050,432 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $230,401 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $460,690 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-10,078,082 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-2,945,252 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $17,260 |
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 | $1,086,746 |
Employer contributions (assets) at end of year | 2022-12-31 | $34,325 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,890,463 |
Contract administrator fees | 2022-12-31 | $87,175 |
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 | FORVIS, LLP |
Accountancy firm EIN | 2022-12-31 | 440160260 |
2021 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $12,571,145 |
Total of all expenses incurred | 2021-12-31 | $1,831,126 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,712,916 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,524,827 |
Value of total assets at end of year | 2021-12-31 | $67,245,347 |
Value of total assets at beginning of year | 2021-12-31 | $56,505,328 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $118,210 |
Total interest from all sources | 2021-12-31 | $17,342 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $527,706 |
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 | $527,706 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2021-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 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 | $2,174,111 |
Participant contributions at end of year | 2021-12-31 | $163,707 |
Participant contributions at beginning of year | 2021-12-31 | $285,460 |
Participant contributions at beginning of year | 2021-12-31 | $58,396 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $351,791 |
Other income not declared elsewhere | 2021-12-31 | $2,464 |
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 | $10,740,019 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $67,245,347 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $56,505,328 |
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 | $49,757,243 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $39,526,093 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $16,863,707 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $15,783,007 |
Interest on participant loans | 2021-12-31 | $10,954 |
Interest earned on other investments | 2021-12-31 | $6,388 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $460,690 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $821,877 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $7,151,204 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,347,602 |
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 | Yes |
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 | $998,925 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $30,495 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,712,916 |
Contract administrator fees | 2021-12-31 | $118,210 |
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 | FORVIS, LLP |
Accountancy firm EIN | 2021-12-31 | 440160260 |
2020 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $12,170,884 |
Total of all expenses incurred | 2020-12-31 | $1,101,489 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $952,543 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,306,788 |
Value of total assets at end of year | 2020-12-31 | $56,505,328 |
Value of total assets at beginning of year | 2020-12-31 | $45,435,933 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $148,946 |
Total interest from all sources | 2020-12-31 | $23,572 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $536,141 |
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 | $536,141 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2020-12-31 | 0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 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 | $1,942,028 |
Participant contributions at end of year | 2020-12-31 | $285,460 |
Participant contributions at beginning of year | 2020-12-31 | $213,091 |
Participant contributions at end of year | 2020-12-31 | $58,396 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $425,149 |
Other income not declared elsewhere | 2020-12-31 | $15,373 |
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 | $11,069,395 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $56,505,328 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $45,435,933 |
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 | $39,526,093 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,362,942 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $15,783,007 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $25,024,609 |
Interest on participant loans | 2020-12-31 | $12,094 |
Interest earned on other investments | 2020-12-31 | $11,478 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $13,864,222 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $821,877 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $971,069 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $5,596,891 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $2,615,130 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $76,989 |
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 | $939,611 |
Employer contributions (assets) at end of year | 2020-12-31 | $30,495 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $952,543 |
Contract administrator fees | 2020-12-31 | $148,946 |
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 | KPMG LLP |
Accountancy firm EIN | 2020-12-31 | 135565207 |
2019 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $10,944,206 |
Total of all expenses incurred | 2019-12-31 | $1,979,834 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,832,316 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,598,087 |
Value of total assets at end of year | 2019-12-31 | $45,435,933 |
Value of total assets at beginning of year | 2019-12-31 | $36,471,561 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $147,518 |
Total interest from all sources | 2019-12-31 | $23,242 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $57,533 |
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 | $57,533 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2019-12-31 | 0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,727,024 |
Participant contributions at end of year | 2019-12-31 | $213,091 |
Participant contributions at beginning of year | 2019-12-31 | $235,285 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $25,194 |
Other income not declared elsewhere | 2019-12-31 | $24,755 |
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 | $8,964,372 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $45,435,933 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $36,471,561 |
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 | $5,362,942 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,378,740 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $25,024,609 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $19,585,137 |
Interest on participant loans | 2019-12-31 | $11,053 |
Interest earned on other investments | 2019-12-31 | $12,189 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $13,864,222 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $11,377,260 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $971,069 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $895,139 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,289,757 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $4,495,391 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $2,455,441 |
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 | Yes |
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 | $845,869 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,832,316 |
Contract administrator fees | 2019-12-31 | $147,518 |
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 | KPMG LLP |
Accountancy firm EIN | 2019-12-31 | 135565207 |
2018 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $-459,034 |
Total of all expenses incurred | 2018-12-31 | $568,719 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $565,853 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,482,252 |
Value of total assets at end of year | 2018-12-31 | $36,471,561 |
Value of total assets at beginning of year | 2018-12-31 | $37,499,314 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,866 |
Total interest from all sources | 2018-12-31 | $18,893 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $35,829 |
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 | $35,829 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2018-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 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 | $1,564,098 |
Participant contributions at end of year | 2018-12-31 | $235,285 |
Participant contributions at beginning of year | 2018-12-31 | $258,751 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $130,878 |
Other income not declared elsewhere | 2018-12-31 | $-6,166 |
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 | $-1,027,753 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $36,471,561 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $37,499,314 |
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 | $4,378,740 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,794,900 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $19,585,137 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $20,645,023 |
Interest on participant loans | 2018-12-31 | $11,036 |
Interest earned on other investments | 2018-12-31 | $7,857 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $11,377,260 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $11,013,323 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $895,139 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $787,317 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-407,340 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-1,637,649 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-944,853 |
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 | Yes |
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 | $787,276 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $565,853 |
Contract administrator fees | 2018-12-31 | $2,866 |
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 | KPMG LLP |
Accountancy firm EIN | 2018-12-31 | 135565207 |
2017 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-12-31 | $8,058,281 |
Total of all expenses incurred | 2017-12-31 | $1,911,248 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,906,851 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,608,984 |
Value of total assets at end of year | 2017-12-31 | $37,499,314 |
Value of total assets at beginning of year | 2017-12-31 | $31,352,281 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $4,397 |
Total interest from all sources | 2017-12-31 | $16,145 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $26,881 |
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 | $26,881 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2017-12-31 | 0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,452,294 |
Participant contributions at end of year | 2017-12-31 | $258,751 |
Participant contributions at beginning of year | 2017-12-31 | $253,426 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $418,576 |
Other income not declared elsewhere | 2017-12-31 | $-5,528 |
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 | $6,147,033 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $37,499,314 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $31,352,281 |
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 |
Investment advisory and management fees | 2017-12-31 | $4,397 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,794,900 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,307,142 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $20,645,023 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $25,863,583 |
Interest on participant loans | 2017-12-31 | $9,906 |
Interest earned on other investments | 2017-12-31 | $6,239 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $11,013,323 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $787,317 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $928,130 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $726,031 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $3,134,678 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,551,090 |
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 | $738,114 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,906,851 |
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 | KPMG LLP |
Accountancy firm EIN | 2017-12-31 | 135565207 |
2016 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $4,852,337 |
Total of all expenses incurred | 2016-12-31 | $1,552,137 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,548,729 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,621,101 |
Value of total assets at end of year | 2016-12-31 | $31,352,281 |
Value of total assets at beginning of year | 2016-12-31 | $28,052,081 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,408 |
Total interest from all sources | 2016-12-31 | $15,763 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $20,450 |
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 | $20,450 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2016-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,379,365 |
Participant contributions at end of year | 2016-12-31 | $253,426 |
Participant contributions at beginning of year | 2016-12-31 | $149,458 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $559,640 |
Other income not declared elsewhere | 2016-12-31 | $8,507 |
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 | $3,300,200 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $31,352,281 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $28,052,081 |
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 | $4,307,142 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,514,383 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $25,863,583 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $23,161,688 |
Interest on participant loans | 2016-12-31 | $7,564 |
Interest earned on other investments | 2016-12-31 | $8,199 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $928,130 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $1,226,552 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $462,939 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $1,723,577 |
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 | $682,096 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,548,729 |
Contract administrator fees | 2016-12-31 | $3,408 |
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 | KPMG LLP |
Accountancy firm EIN | 2016-12-31 | 135565207 |
2015 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $2,091,175 |
Total of all expenses incurred | 2015-12-31 | $982,785 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $979,908 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,063,109 |
Value of total assets at end of year | 2015-12-31 | $28,052,081 |
Value of total assets at beginning of year | 2015-12-31 | $26,943,691 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,877 |
Total interest from all sources | 2015-12-31 | $13,680 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $12,855 |
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 | $12,855 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2015-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,314,534 |
Participant contributions at end of year | 2015-12-31 | $149,458 |
Participant contributions at beginning of year | 2015-12-31 | $194,405 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $128,657 |
Other income not declared elsewhere | 2015-12-31 | $-8,016 |
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 | $1,108,390 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $28,052,081 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $26,943,691 |
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 | $3,514,383 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,482,430 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $23,161,688 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $22,138,424 |
Interest on participant loans | 2015-12-31 | $6,421 |
Interest earned on other investments | 2015-12-31 | $7,259 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $1,226,552 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,128,432 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $1,499 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $8,048 |
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 | No |
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 | $619,918 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $979,908 |
Contract administrator fees | 2015-12-31 | $2,877 |
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 | KPMG LLP |
Accountancy firm EIN | 2015-12-31 | 135565207 |
2014 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $3,591,524 |
Total of all expenses incurred | 2014-12-31 | $2,140,420 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,136,668 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,889,403 |
Value of total assets at end of year | 2014-12-31 | $26,943,691 |
Value of total assets at beginning of year | 2014-12-31 | $25,492,587 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,752 |
Total interest from all sources | 2014-12-31 | $15,310 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $6,772 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $6,772 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2014-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,273,401 |
Participant contributions at end of year | 2014-12-31 | $194,405 |
Participant contributions at beginning of year | 2014-12-31 | $197,486 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $12,625 |
Other income not declared elsewhere | 2014-12-31 | $-2,782 |
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 | $1,451,104 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $26,943,691 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $25,492,587 |
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 |
Investment advisory and management fees | 2014-12-31 | $3,752 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $3,482,430 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $3,365,086 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $22,138,424 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $20,874,086 |
Interest on participant loans | 2014-12-31 | $7,253 |
Interest earned on other investments | 2014-12-31 | $8,057 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,128,432 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,055,929 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $219,331 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $1,463,490 |
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 | $603,377 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,136,668 |
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 | KPMG LLP |
Accountancy firm EIN | 2014-12-31 | 135565207 |
2013 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $6,207,456 |
Total of all expenses incurred | 2013-12-31 | $679,521 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $676,159 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,766,069 |
Value of total assets at end of year | 2013-12-31 | $25,492,587 |
Value of total assets at beginning of year | 2013-12-31 | $19,964,652 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,362 |
Total interest from all sources | 2013-12-31 | $17,243 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $9,815 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $9,815 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2013-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,167,223 |
Participant contributions at end of year | 2013-12-31 | $197,486 |
Participant contributions at beginning of year | 2013-12-31 | $231,283 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $39,341 |
Other income not declared elsewhere | 2013-12-31 | $-9,647 |
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 | $5,527,935 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $25,492,587 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $19,964,652 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $3,365,086 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,428,303 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $20,874,086 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $16,147,455 |
Interest on participant loans | 2013-12-31 | $7,713 |
Interest earned on other investments | 2013-12-31 | $9,530 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,055,929 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,157,611 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $881,896 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $3,542,080 |
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 | $559,505 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $676,159 |
Contract administrator fees | 2013-12-31 | $3,362 |
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 | KPMG LLP |
Accountancy firm EIN | 2013-12-31 | 135565207 |
2012 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-12-31 | $3,838,700 |
Total of all expenses incurred | 2012-12-31 | $1,033,785 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,030,831 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,620,212 |
Value of total assets at end of year | 2012-12-31 | $19,964,652 |
Value of total assets at beginning of year | 2012-12-31 | $17,159,737 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,954 |
Total interest from all sources | 2012-12-31 | $24,257 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $12,784 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $12,784 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2012-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,036,498 |
Participant contributions at end of year | 2012-12-31 | $231,283 |
Participant contributions at beginning of year | 2012-12-31 | $200,501 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $74,798 |
Other income not declared elsewhere | 2012-12-31 | $-3,007 |
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 | $2,804,915 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $19,964,652 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $17,159,737 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $2,954 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,428,303 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,031,794 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $16,147,455 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $13,689,216 |
Interest on participant loans | 2012-12-31 | $8,046 |
Interest earned on other investments | 2012-12-31 | $16,211 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,157,611 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $1,238,226 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $363,257 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $1,821,197 |
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 | $508,916 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,030,831 |
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 | KPMG LLP |
Accountancy firm EIN | 2012-12-31 | 135565207 |
2011 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2011 401k financial data |
---|
Total income from all sources (including contributions) | 2011-12-31 | $1,246,965 |
Total of all expenses incurred | 2011-12-31 | $1,534,321 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,531,770 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,521,467 |
Value of total assets at end of year | 2011-12-31 | $17,159,737 |
Value of total assets at beginning of year | 2011-12-31 | $17,447,093 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,551 |
Total interest from all sources | 2011-12-31 | $31,356 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $7,382 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $7,382 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $997,847 |
Participant contributions at end of year | 2011-12-31 | $200,501 |
Participant contributions at beginning of year | 2011-12-31 | $202,014 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $49,592 |
Other income not declared elsewhere | 2011-12-31 | $7,163 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-287,356 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $17,159,737 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $17,447,093 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $2,551 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,031,794 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,883,956 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $13,689,216 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $13,667,123 |
Interest on participant loans | 2011-12-31 | $8,018 |
Interest earned on other investments | 2011-12-31 | $23,338 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $1,238,226 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $1,694,000 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-141,646 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-178,757 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $474,028 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,531,770 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | KPMG LLP |
Accountancy firm EIN | 2011-12-31 | 135565207 |
2010 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2010 401k financial data |
---|
Total income from all sources (including contributions) | 2010-12-31 | $3,540,138 |
Total of all expenses incurred | 2010-12-31 | $647,581 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $644,769 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,489,420 |
Value of total assets at end of year | 2010-12-31 | $17,447,093 |
Value of total assets at beginning of year | 2010-12-31 | $14,554,536 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,812 |
Total interest from all sources | 2010-12-31 | $51,442 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $5,822 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $5,822 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,022,702 |
Participant contributions at end of year | 2010-12-31 | $202,014 |
Participant contributions at beginning of year | 2010-12-31 | $163,228 |
Other income not declared elsewhere | 2010-12-31 | $1,211 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,892,557 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $17,447,093 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $14,554,536 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $2,812 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,883,956 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,488,445 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $13,667,123 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $11,276,222 |
Interest on participant loans | 2010-12-31 | $8,338 |
Interest earned on other investments | 2010-12-31 | $43,104 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $1,694,000 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $1,626,641 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $305,087 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $1,687,156 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $466,718 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $644,769 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | KPMG LLP |
Accountancy firm EIN | 2010-12-31 | 135565207 |
2009 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |