401k Plan data: FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV plan

FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV 401k Plan overview

Plan Name	FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV
Plan identification number	001

FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

FARMERS AND MECHANICS MUTUAL has sponsored the creation of one or more 401k plans.

Company Name: FARMERS AND MECHANICS MUTUAL

Employer identification number (EIN): 550168389

NAIC Classification: 524150

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 DANIEL R OTTO 2016-06-15
001 2014-01-01 DANIEL R. OTTO
001 2013-01-01 DANIEL OTTO DANIEL OTTO 2014-06-05
001 2012-01-01 DANIEL OTTO DANIEL OTTO 2013-05-16
001 2011-01-01 DANIEL OTTO
001 2010-01-01 DANIEL OTTO
001 2009-01-01 DANIEL R. OTTO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	DANIEL R OTTO	2016-06-15
001	2014-01-01	DANIEL R. OTTO
001	2013-01-01	DANIEL OTTO		DANIEL OTTO	2014-06-05
001	2012-01-01	DANIEL OTTO		DANIEL OTTO	2013-05-16
001	2011-01-01	DANIEL OTTO
001	2010-01-01	DANIEL OTTO
001	2009-01-01	DANIEL R. OTTO

Plan Statistics for FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV

401k plan membership statisitcs for FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV

Measure Date Value
2014: FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV 2014 401k membership
Total participants, beginning-of-year 2014-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 42
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 48
Number of participants with account balances 2014-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV 2013 401k membership
Total participants, beginning-of-year 2013-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 42
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 47
Number of participants with account balances 2013-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV 2012 401k membership
Total participants, beginning-of-year 2012-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 42
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 49
Number of participants with account balances 2012-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 11
2011: FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV 2011 401k membership
Total participants, beginning-of-year 2011-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 37
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 43
Number of participants with account balances 2011-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV 2010 401k membership
Total participants, beginning-of-year 2010-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 40
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 40
Number of participants with account balances 2010-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV 2009 401k membership
Total participants, beginning-of-year 2009-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 41
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 46
Number of participants with account balances 2009-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV 2014 401k membership
Total participants, beginning-of-year	2014-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	42
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	48
Number of participants with account balances	2014-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV 2013 401k membership
Total participants, beginning-of-year	2013-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	42
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	47
Number of participants with account balances	2013-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV 2012 401k membership
Total participants, beginning-of-year	2012-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	42
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	49
Number of participants with account balances	2012-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	11
2011: FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV 2011 401k membership
Total participants, beginning-of-year	2011-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	37
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	43
Number of participants with account balances	2011-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV 2010 401k membership
Total participants, beginning-of-year	2010-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	40
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	40
Number of participants with account balances	2010-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV 2009 401k membership
Total participants, beginning-of-year	2009-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	41
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	46
Number of participants with account balances	2009-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV

Measure	Date	Value
2014 : FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV 2014 401k financial data
Transfers to/from the plan	2014-12-31	$28
Total income from all sources	2014-12-31	$335,628
Expenses. Total of all expenses incurred	2014-12-31	$41,079
Benefits paid (including direct rollovers)	2014-12-31	$40,860
Total plan assets at end of year	2014-12-31	$2,566,949
Total plan assets at beginning of year	2014-12-31	$2,272,372
Value of fidelity bond covering the plan	2014-12-31	$375,000
Total contributions received or receivable from participants	2014-12-31	$169,256
Expenses. Other expenses not covered elsewhere	2014-12-31	$219
Contributions received from other sources (not participants or employers)	2014-12-31	$6,739
Other income received	2014-12-31	$102,770
Net income (gross income less expenses)	2014-12-31	$294,549
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,566,949
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,272,372
Assets. Value of participant loans	2014-12-31	$26,686
Total contributions received or receivable from employer(s)	2014-12-31	$56,863
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	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
2013 : FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$454,236
Expenses. Total of all expenses incurred	2013-12-31	$197,304
Benefits paid (including direct rollovers)	2013-12-31	$195,872
Total plan assets at end of year	2013-12-31	$2,272,372
Total plan assets at beginning of year	2013-12-31	$2,015,440
Value of fidelity bond covering the plan	2013-12-31	$375,000
Total contributions received or receivable from participants	2013-12-31	$153,297
Expenses. Other expenses not covered elsewhere	2013-12-31	$414
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$250,199
Net income (gross income less expenses)	2013-12-31	$256,932
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,272,372
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,015,440
Assets. Value of participant loans	2013-12-31	$31,663
Total contributions received or receivable from employer(s)	2013-12-31	$50,740
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$1,018
Funding deficiency by the employer to the plan for this plan year	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
2012 : FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$369,350
Expenses. Total of all expenses incurred	2012-12-31	$219,589
Benefits paid (including direct rollovers)	2012-12-31	$218,862
Total plan assets at end of year	2012-12-31	$2,015,440
Total plan assets at beginning of year	2012-12-31	$1,865,679
Value of fidelity bond covering the plan	2012-12-31	$375,000
Total contributions received or receivable from participants	2012-12-31	$146,817
Expenses. Other expenses not covered elsewhere	2012-12-31	$727
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$173,387
Net income (gross income less expenses)	2012-12-31	$149,761
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,015,440
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,865,679
Assets. Value of participant loans	2012-12-31	$50,218
Total contributions received or receivable from employer(s)	2012-12-31	$49,146
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	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
2011 : FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$145,417
Expenses. Total of all expenses incurred	2011-12-31	$80,076
Benefits paid (including direct rollovers)	2011-12-31	$79,744
Total plan assets at end of year	2011-12-31	$1,865,679
Total plan assets at beginning of year	2011-12-31	$1,800,338
Value of fidelity bond covering the plan	2011-12-31	$375,000
Total contributions received or receivable from participants	2011-12-31	$144,099
Expenses. Other expenses not covered elsewhere	2011-12-31	$332
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-49,260
Net income (gross income less expenses)	2011-12-31	$65,341
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,865,679
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,800,338
Assets. Value of participant loans	2011-12-31	$23,683
Total contributions received or receivable from employer(s)	2011-12-31	$50,578
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	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
2010 : FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$336,992
Expenses. Total of all expenses incurred	2010-12-31	$433,650
Benefits paid (including direct rollovers)	2010-12-31	$433,239
Total plan assets at end of year	2010-12-31	$1,800,338
Total plan assets at beginning of year	2010-12-31	$1,896,996
Value of fidelity bond covering the plan	2010-12-31	$375,000
Total contributions received or receivable from participants	2010-12-31	$160,653
Expenses. Other expenses not covered elsewhere	2010-12-31	$411
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$127,406
Net income (gross income less expenses)	2010-12-31	$-96,658
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,800,338
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,896,996
Assets. Value of participant loans	2010-12-31	$37,200
Total contributions received or receivable from employer(s)	2010-12-31	$48,933
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV

2014: FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: FARMERS & MECHANICS MUTUAL INSURANCE COMPANY OF WV 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	FARMERS AND MECHANICS MUTUAL
Employer identification number (EIN):	550168389
NAIC Classification:	524150