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RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

HALLMARK FINANCIAL SERVICES INC has sponsored the creation of one or more 401k plans.

Company Name:HALLMARK FINANCIAL SERVICES INC
Employer identification number (EIN):750439860
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID MILLER
0012016-01-01DAVID MILLER
0012015-01-01DAVID MILLER
0012014-01-01DAVID MILLER
0012013-01-01KRISTEN LAGUNES
0012012-01-01KRISTEN LAGUNES
0012011-01-01KRISTEN LAGUNES
0012010-01-01KRISTEN LAGUNES
0012009-01-01KRISTEN LAGUNES

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP

Measure Date Value
2023: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2023 401k membership
Total participants, beginning-of-year2023-01-01278
Total number of active participants reported on line 7a of the Form 55002023-01-016
Number of retired or separated participants receiving benefits2023-01-01128
Number of other retired or separated participants entitled to future benefits2023-01-01114
Total of all active and inactive participants2023-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0122
Total participants2023-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2022 401k membership
Market value of plan assets2022-12-3112,225,753
Acturial value of plan assets2022-12-3111,223,953
Funding target for retired participants and beneficiaries receiving payment2022-12-317,139,943
Number of terminated vested participants2022-12-31123
Fundng target for terminated vested participants2022-12-312,445,472
Active participant vested funding target2022-12-31149,306
Number of active participants2022-12-316
Total funding liabilities for active participants2022-12-31149,306
Total participant count2022-12-31290
Total funding target for all participants2022-12-319,734,721
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31606,413
Prefunding balanced used to offset prior years funding requirement2022-12-31137,553
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31468,860
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31546,081
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31125,308
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01290
Total number of active participants reported on line 7a of the Form 55002022-01-016
Number of retired or separated participants receiving benefits2022-01-01127
Number of other retired or separated participants entitled to future benefits2022-01-01118
Total of all active and inactive participants2022-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0127
Total participants2022-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2021 401k membership
Market value of plan assets2021-12-3111,392,910
Acturial value of plan assets2021-12-3110,484,522
Funding target for retired participants and beneficiaries receiving payment2021-12-317,126,448
Number of terminated vested participants2021-12-31129
Fundng target for terminated vested participants2021-12-312,455,305
Active participant vested funding target2021-12-31360,942
Number of active participants2021-12-317
Total funding liabilities for active participants2021-12-31360,942
Total participant count2021-12-31299
Total funding target for all participants2021-12-319,942,695
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31809,408
Prefunding balanced used to offset prior years funding requirement2021-12-31272,664
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31536,744
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31606,413
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31131,531
Net shortfall amortization installment of oustanding balance2021-12-3164,586
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31137,553
Prefunding balance elected to use to offset funding requirement2021-12-31137,553
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01299
Total number of active participants reported on line 7a of the Form 55002021-01-016
Number of retired or separated participants receiving benefits2021-01-01135
Number of other retired or separated participants entitled to future benefits2021-01-01123
Total of all active and inactive participants2021-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0126
Total participants2021-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2020 401k membership
Market value of plan assets2020-12-3110,987,872
Acturial value of plan assets2020-12-3110,552,390
Funding target for retired participants and beneficiaries receiving payment2020-12-317,489,943
Number of terminated vested participants2020-12-31133
Fundng target for terminated vested participants2020-12-312,421,349
Active participant vested funding target2020-12-31492,907
Number of active participants2020-12-319
Total funding liabilities for active participants2020-12-31492,907
Total participant count2020-12-31305
Total funding target for all participants2020-12-3110,404,199
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31913,130
Prefunding balanced used to offset prior years funding requirement2020-12-31235,177
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31677,953
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31809,408
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31141,317
Net shortfall amortization installment of oustanding balance2020-12-31661,217
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31272,664
Prefunding balance elected to use to offset funding requirement2020-12-31272,664
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01305
Total number of active participants reported on line 7a of the Form 55002020-01-017
Number of retired or separated participants receiving benefits2020-01-01137
Number of other retired or separated participants entitled to future benefits2020-01-01129
Total of all active and inactive participants2020-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0126
Total participants2020-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2019 401k membership
Market value of plan assets2019-12-3110,150,532
Acturial value of plan assets2019-12-3110,553,036
Funding target for retired participants and beneficiaries receiving payment2019-12-317,385,257
Number of terminated vested participants2019-12-31138
Fundng target for terminated vested participants2019-12-312,404,657
Active participant vested funding target2019-12-31504,752
Number of active participants2019-12-3112
Total funding liabilities for active participants2019-12-31504,752
Total participant count2019-12-31313
Total funding target for all participants2019-12-3110,294,666
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31645,806
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-31193,206
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31452,600
Present value of excess contributions2019-12-31456,296
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31481,666
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31481,666
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31913,130
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31119,159
Net shortfall amortization installment of oustanding balance2019-12-31654,760
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31235,177
Prefunding balance elected to use to offset funding requirement2019-12-31235,177
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01313
Total number of active participants reported on line 7a of the Form 55002019-01-019
Number of retired or separated participants receiving benefits2019-01-01135
Number of other retired or separated participants entitled to future benefits2019-01-01133
Total of all active and inactive participants2019-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0128
Total participants2019-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2018 401k membership
Market value of plan assets2018-12-3111,152,489
Acturial value of plan assets2018-12-3110,435,913
Funding target for retired participants and beneficiaries receiving payment2018-12-317,291,318
Number of terminated vested participants2018-12-31144
Fundng target for terminated vested participants2018-12-312,349,921
Active participant vested funding target2018-12-31451,805
Number of active participants2018-12-3112
Total funding liabilities for active participants2018-12-31451,805
Total participant count2018-12-31321
Total funding target for all participants2018-12-3110,093,044
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31709,507
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-31161,471
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31548,036
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31645,806
Total employer contributions2018-12-31500,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31459,296
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31140,567
Net shortfall amortization installment of oustanding balance2018-12-31302,937
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31193,206
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-31193,206
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31459,296
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01321
Total number of active participants reported on line 7a of the Form 55002018-01-0112
Number of retired or separated participants receiving benefits2018-01-01134
Number of other retired or separated participants entitled to future benefits2018-01-01138
Total of all active and inactive participants2018-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0129
Total participants2018-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2017 401k membership
Market value of plan assets2017-12-3110,415,157
Acturial value of plan assets2017-12-3110,677,318
Funding target for retired participants and beneficiaries receiving payment2017-12-317,307,748
Number of terminated vested participants2017-12-31152
Fundng target for terminated vested participants2017-12-312,337,594
Active participant vested funding target2017-12-31486,454
Number of active participants2017-12-3116
Total funding liabilities for active participants2017-12-31486,454
Total participant count2017-12-31329
Total funding target for all participants2017-12-3110,131,796
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31672,837
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31672,837
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31709,507
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31134,543
Net shortfall amortization installment of oustanding balance2017-12-31163,985
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31161,471
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-31161,471
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01329
Total number of active participants reported on line 7a of the Form 55002017-01-0112
Number of retired or separated participants receiving benefits2017-01-01137
Number of other retired or separated participants entitled to future benefits2017-01-01143
Total of all active and inactive participants2017-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0129
Total participants2017-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2016 401k membership
Market value of plan assets2016-12-3110,811,826
Acturial value of plan assets2016-12-3111,133,596
Funding target for retired participants and beneficiaries receiving payment2016-12-316,619,206
Number of terminated vested participants2016-12-31162
Fundng target for terminated vested participants2016-12-312,752,477
Active participant vested funding target2016-12-31891,623
Number of active participants2016-12-3122
Total funding liabilities for active participants2016-12-31891,623
Total participant count2016-12-31337
Total funding target for all participants2016-12-3110,263,306
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31277,087
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31277,087
Present value of excess contributions2016-12-31369,724
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31392,536
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31392,536
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31672,837
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31130,513
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01337
Total number of active participants reported on line 7a of the Form 55002016-01-0116
Number of retired or separated participants receiving benefits2016-01-01133
Number of other retired or separated participants entitled to future benefits2016-01-01151
Total of all active and inactive participants2016-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0129
Total participants2016-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2015 401k membership
Total participants, beginning-of-year2015-01-01352
Total number of active participants reported on line 7a of the Form 55002015-01-0122
Number of retired or separated participants receiving benefits2015-01-01125
Number of other retired or separated participants entitled to future benefits2015-01-01161
Total of all active and inactive participants2015-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0129
Total participants2015-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2014 401k membership
Total participants, beginning-of-year2014-01-01361
Total number of active participants reported on line 7a of the Form 55002014-01-0127
Number of retired or separated participants receiving benefits2014-01-01123
Number of other retired or separated participants entitled to future benefits2014-01-01175
Total of all active and inactive participants2014-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0127
Total participants2014-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2013 401k membership
Total participants, beginning-of-year2013-01-01375
Total number of active participants reported on line 7a of the Form 55002013-01-0127
Number of retired or separated participants receiving benefits2013-01-01120
Number of other retired or separated participants entitled to future benefits2013-01-01187
Total of all active and inactive participants2013-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0127
Total participants2013-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2012 401k membership
Total participants, beginning-of-year2012-01-01380
Total number of active participants reported on line 7a of the Form 55002012-01-0128
Number of retired or separated participants receiving benefits2012-01-01122
Number of other retired or separated participants entitled to future benefits2012-01-01197
Total of all active and inactive participants2012-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0128
Total participants2012-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2011 401k membership
Total participants, beginning-of-year2011-01-01387
Total number of active participants reported on line 7a of the Form 55002011-01-0129
Number of retired or separated participants receiving benefits2011-01-01125
Number of other retired or separated participants entitled to future benefits2011-01-01201
Total of all active and inactive participants2011-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0125
Total participants2011-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2010 401k membership
Total participants, beginning-of-year2010-01-01394
Total number of active participants reported on line 7a of the Form 55002010-01-0129
Number of retired or separated participants receiving benefits2010-01-01128
Number of other retired or separated participants entitled to future benefits2010-01-01209
Total of all active and inactive participants2010-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0121
Total participants2010-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2009 401k membership
Total participants, beginning-of-year2009-01-01402
Total number of active participants reported on line 7a of the Form 55002009-01-0131
Number of retired or separated participants receiving benefits2009-01-01129
Number of other retired or separated participants entitled to future benefits2009-01-01215
Total of all active and inactive participants2009-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0119
Total participants2009-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP

Measure Date Value
2023 : RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,532,686
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,059,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$782,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$10,115,124
Value of total assets at beginning of year2023-12-31$9,642,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$276,830
Total interest from all sources2023-12-31$4,833
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$216,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$216,611
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$731
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$175
Administrative expenses (other) incurred2023-12-31$110,668
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$191,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$473,049
Value of net assets at end of year (total assets less liabilities)2023-12-31$10,115,124
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$9,642,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$9,794,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$9,324,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$320,370
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$126,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$126,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$4,833
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,311,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$782,807
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$1,058,179
Aggregate carrying amount (costs) on sale of assets2023-12-31$1,058,179
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31GRANT THORNTON LLP
Accountancy firm EIN2023-12-31366055558
2022 : RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,729,187
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$854,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$748,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$9,642,075
Value of total assets at beginning of year2022-12-31$12,225,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$106,241
Total interest from all sources2022-12-31$1,876
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$223,227
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$223,227
Administrative expenses professional fees incurred2022-12-31$48,576
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$175
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$16
Other income not declared elsewhere2022-12-31$2
Administrative expenses (other) incurred2022-12-31$25,520
Total non interest bearing cash at end of year2022-12-31$191,332
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,583,678
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,642,075
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,225,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$20,529
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,324,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,770,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$126,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$455,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$455,550
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,876
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,954,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$748,250
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$11,616
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$1,529,104
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,529,104
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,829,357
Total loss/gain on sale of assets2021-12-31$-109,223
Total of all expenses incurred2021-12-31$996,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$838,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$12,225,753
Value of total assets at beginning of year2021-12-31$11,392,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$157,656
Total interest from all sources2021-12-31$51,396
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$153,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$153,761
Administrative expenses professional fees incurred2021-12-31$63,294
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$16
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$13,040
Other income not declared elsewhere2021-12-31$1,453
Administrative expenses (other) incurred2021-12-31$49,680
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$832,843
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,225,753
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,392,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$32,348
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,770,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,977,925
Interest earned on other investments2021-12-31$13,025
Income. Interest from US Government securities2021-12-31$40,024
Income. Interest from corporate debt instruments2021-12-31$11,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$455,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$526,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$526,641
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$46
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$1,652,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,731,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$838,858
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$1,222,969
Contract administrator fees2021-12-31$12,334
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$15,680,673
Aggregate carrying amount (costs) on sale of assets2021-12-31$15,789,896
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$41,929
Total unrealized appreciation/depreciation of assets2020-12-31$41,929
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,407,025
Total loss/gain on sale of assets2020-12-31$84,356
Total of all expenses incurred2020-12-31$1,001,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$831,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$11,392,910
Value of total assets at beginning of year2020-12-31$10,987,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$170,800
Total interest from all sources2020-12-31$58,359
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$126,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$126,646
Administrative expenses professional fees incurred2020-12-31$63,292
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$13,040
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$15,896
Other income not declared elsewhere2020-12-31$362
Administrative expenses (other) incurred2020-12-31$56,725
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$405,038
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,392,910
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,987,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$39,269
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,977,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,977,233
Income. Interest from US Government securities2020-12-31$14,700
Income. Interest from corporate debt instruments2020-12-31$43,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$526,641
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$584,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$584,337
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$529
Asset value of US Government securities at end of year2020-12-31$1,652,335
Asset value of US Government securities at beginning of year2020-12-31$1,592,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,095,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$831,187
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$1,222,969
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$1,817,983
Contract administrator fees2020-12-31$11,514
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$6,471,238
Aggregate carrying amount (costs) on sale of assets2020-12-31$6,386,882
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$69,588
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$69,588
Total unrealized appreciation/depreciation of assets2019-12-31$69,588
Total unrealized appreciation/depreciation of assets2019-12-31$69,588
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,842,364
Total income from all sources (including contributions)2019-12-31$1,842,364
Total loss/gain on sale of assets2019-12-31$36,843
Total loss/gain on sale of assets2019-12-31$36,843
Total of all expenses incurred2019-12-31$1,023,358
Total of all expenses incurred2019-12-31$1,023,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$848,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$848,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$10,987,872
Value of total assets at end of year2019-12-31$10,987,872
Value of total assets at beginning of year2019-12-31$10,168,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$175,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$175,139
Total interest from all sources2019-12-31$104,583
Total interest from all sources2019-12-31$104,583
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$141,729
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$141,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$141,729
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$141,729
Administrative expenses professional fees incurred2019-12-31$54,447
Administrative expenses professional fees incurred2019-12-31$54,447
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$15,896
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$15,896
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$11,814
Other income not declared elsewhere2019-12-31$200
Other income not declared elsewhere2019-12-31$200
Administrative expenses (other) incurred2019-12-31$75,264
Administrative expenses (other) incurred2019-12-31$75,264
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$-205,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$819,006
Value of net income/loss2019-12-31$819,006
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,987,872
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,168,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$33,822
Investment advisory and management fees2019-12-31$33,822
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,977,233
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,977,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,913,259
Income. Interest from US Government securities2019-12-31$42,604
Income. Interest from US Government securities2019-12-31$42,604
Income. Interest from corporate debt instruments2019-12-31$59,033
Income. Interest from corporate debt instruments2019-12-31$59,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$584,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$584,337
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$480,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$480,388
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,946
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,946
Asset value of US Government securities at end of year2019-12-31$1,592,423
Asset value of US Government securities at end of year2019-12-31$1,592,423
Asset value of US Government securities at beginning of year2019-12-31$2,197,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,489,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,489,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$848,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$848,219
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,817,983
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,817,983
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,271,146
Contract administrator fees2019-12-31$11,606
Contract administrator fees2019-12-31$11,606
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$4,918,692
Aggregate proceeds on sale of assets2019-12-31$4,918,692
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,881,849
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,881,849
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-7,522
Total unrealized appreciation/depreciation of assets2018-12-31$-7,522
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$30,218
Total loss/gain on sale of assets2018-12-31$-26,106
Total of all expenses incurred2018-12-31$1,013,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$867,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$500,000
Value of total assets at end of year2018-12-31$10,168,866
Value of total assets at beginning of year2018-12-31$11,152,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$146,841
Total interest from all sources2018-12-31$87,876
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$143,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$143,695
Administrative expenses professional fees incurred2018-12-31$50,392
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$11,814
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$12,018
Other income not declared elsewhere2018-12-31$84
Administrative expenses (other) incurred2018-12-31$57,614
Total non interest bearing cash at end of year2018-12-31$-205,000
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-983,623
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,168,866
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,152,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$27,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,913,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,156,139
Income. Interest from US Government securities2018-12-31$57,563
Income. Interest from corporate debt instruments2018-12-31$28,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$480,388
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$398,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$398,256
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,262
Asset value of US Government securities at end of year2018-12-31$2,197,259
Asset value of US Government securities at beginning of year2018-12-31$2,843,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-667,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$500,000
Employer contributions (assets) at end of year2018-12-31$500,000
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$867,000
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$1,271,146
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$742,676
Contract administrator fees2018-12-31$11,153
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$7,389,885
Aggregate carrying amount (costs) on sale of assets2018-12-31$7,415,991
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RMS US LLP
Accountancy firm EIN2018-12-31420714325
2017 : RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,212,826
Total unrealized appreciation/depreciation of assets2017-12-31$1,212,826
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,835,452
Total loss/gain on sale of assets2017-12-31$323,221
Total of all expenses incurred2017-12-31$1,098,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$891,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$11,152,489
Value of total assets at beginning of year2017-12-31$10,415,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$206,374
Total interest from all sources2017-12-31$74,423
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$149,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$41,506
Administrative expenses professional fees incurred2017-12-31$11,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$12,018
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$18,212
Other income not declared elsewhere2017-12-31$219
Administrative expenses (other) incurred2017-12-31$71,964
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$-39,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$737,332
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,152,489
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,415,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$63,056
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,156,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Income. Interest from US Government securities2017-12-31$54,705
Income. Interest from corporate debt instruments2017-12-31$17,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$398,256
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$344,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$344,792
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,475
Asset value of US Government securities at end of year2017-12-31$2,843,400
Asset value of US Government securities at beginning of year2017-12-31$2,623,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$74,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from common stock2017-12-31$108,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$891,746
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$742,676
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$815,100
Contract administrator fees2017-12-31$60,354
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$6,653,446
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$14,076,397
Aggregate carrying amount (costs) on sale of assets2017-12-31$13,753,176
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2017-12-31752783674
2016 : RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$261,327
Total unrealized appreciation/depreciation of assets2016-12-31$261,327
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$604,697
Total loss/gain on sale of assets2016-12-31$136,022
Total of all expenses incurred2016-12-31$1,018,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$828,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$10,415,157
Value of total assets at beginning of year2016-12-31$10,828,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$189,927
Total interest from all sources2016-12-31$89,244
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$117,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$65,066
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$18,212
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$28,930
Other income not declared elsewhere2016-12-31$945
Administrative expenses (other) incurred2016-12-31$3,384
Total non interest bearing cash at end of year2016-12-31$-39,634
Total non interest bearing cash at beginning of year2016-12-31$-69,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-413,436
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,415,157
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,828,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$52,000
Income. Interest from US Government securities2016-12-31$66,427
Income. Interest from corporate debt instruments2016-12-31$22,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$344,792
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$340,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$340,462
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$567
Asset value of US Government securities at end of year2016-12-31$2,623,241
Asset value of US Government securities at beginning of year2016-12-31$3,047,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$409,303
Income. Dividends from common stock2016-12-31$117,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$828,206
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$815,100
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$374,754
Contract administrator fees2016-12-31$69,477
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$6,653,446
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$6,696,948
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$12,521,946
Aggregate carrying amount (costs) on sale of assets2016-12-31$12,385,924
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2016-12-31752783674
2015 : RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-80,652
Total unrealized appreciation/depreciation of assets2015-12-31$-80,652
Total transfer of assets to this plan2015-12-31$414,354
Total transfer of assets from this plan2015-12-31$376,670
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$554,659
Total loss/gain on sale of assets2015-12-31$-23,576
Total of all expenses incurred2015-12-31$1,053,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$865,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$409,303
Value of total assets at end of year2015-12-31$10,828,593
Value of total assets at beginning of year2015-12-31$11,289,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$187,868
Total interest from all sources2015-12-31$122,762
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$123,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$67,206
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$28,930
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$33,447
Other income not declared elsewhere2015-12-31$3,082
Administrative expenses (other) incurred2015-12-31$1,642
Total non interest bearing cash at end of year2015-12-31$-69,554
Total non interest bearing cash at beginning of year2015-12-31$91,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-498,865
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,828,593
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,289,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$55,713
Income. Interest from US Government securities2015-12-31$106,103
Income. Interest from corporate debt instruments2015-12-31$16,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$340,462
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$217,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$217,218
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$32
Asset value of US Government securities at end of year2015-12-31$3,047,750
Asset value of US Government securities at beginning of year2015-12-31$3,243,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$409,303
Employer contributions (assets) at end of year2015-12-31$409,303
Income. Dividends from common stock2015-12-31$123,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$865,656
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$374,754
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$475,289
Contract administrator fees2015-12-31$63,307
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$6,696,948
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$7,229,568
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$6,839,876
Aggregate carrying amount (costs) on sale of assets2015-12-31$6,863,452
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2015-12-31752783674
2014 : RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$674,521
Total unrealized appreciation/depreciation of assets2014-12-31$674,521
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$50,834
Total income from all sources (including contributions)2014-12-31$1,215,626
Total loss/gain on sale of assets2014-12-31$27,388
Total of all expenses incurred2014-12-31$1,042,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$854,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$267,166
Value of total assets at end of year2014-12-31$11,289,774
Value of total assets at beginning of year2014-12-31$11,167,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$188,005
Total interest from all sources2014-12-31$144,442
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$101,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$90,911
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$33,447
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$37,371
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$50,834
Other income not declared elsewhere2014-12-31$695
Administrative expenses (other) incurred2014-12-31$29,035
Total non interest bearing cash at end of year2014-12-31$91,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$173,131
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,289,774
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,116,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$68,059
Income. Interest from US Government securities2014-12-31$106,618
Income. Interest from corporate debt instruments2014-12-31$37,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$217,218
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$336,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$336,431
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$36
Asset value of US Government securities at end of year2014-12-31$3,243,126
Asset value of US Government securities at beginning of year2014-12-31$1,977,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$267,166
Employer contributions (assets) at beginning of year2014-12-31$265,737
Income. Dividends from common stock2014-12-31$101,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$854,490
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$475,289
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$1,471,069
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$7,229,568
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$7,079,604
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$8,493,191
Aggregate carrying amount (costs) on sale of assets2014-12-31$8,465,803
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2014-12-31752783674
2013 : RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,393,297
Total unrealized appreciation/depreciation of assets2013-12-31$1,393,297
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$50,834
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,271,502
Total loss/gain on sale of assets2013-12-31$68,948
Total of all expenses incurred2013-12-31$976,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$822,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$566,118
Value of total assets at end of year2013-12-31$11,167,477
Value of total assets at beginning of year2013-12-31$9,821,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$154,358
Total interest from all sources2013-12-31$149,349
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$92,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$64,609
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$37,371
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$23,277
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$50,834
Other income not declared elsewhere2013-12-31$1,144
Administrative expenses (other) incurred2013-12-31$40,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,294,888
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,116,643
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,821,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$49,673
Income. Interest from US Government securities2013-12-31$83,500
Income. Interest from corporate debt instruments2013-12-31$65,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$336,431
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$389,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$389,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$22
Asset value of US Government securities at end of year2013-12-31$1,977,265
Asset value of US Government securities at beginning of year2013-12-31$1,981,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$566,118
Employer contributions (assets) at end of year2013-12-31$265,737
Employer contributions (assets) at beginning of year2013-12-31$67,361
Income. Dividends from common stock2013-12-31$92,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$822,256
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$1,471,069
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$1,206,689
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$7,079,604
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$6,153,635
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$8,146,080
Aggregate carrying amount (costs) on sale of assets2013-12-31$8,077,132
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2013-12-31752783674
2012 : RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$787,220
Total unrealized appreciation/depreciation of assets2012-12-31$787,220
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,429,942
Total loss/gain on sale of assets2012-12-31$-48,015
Total of all expenses incurred2012-12-31$989,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$815,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$416,745
Value of total assets at end of year2012-12-31$9,821,755
Value of total assets at beginning of year2012-12-31$9,380,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$173,763
Total interest from all sources2012-12-31$161,643
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$111,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$102,793
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$23,277
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$32,516
Other income not declared elsewhere2012-12-31$707
Administrative expenses (other) incurred2012-12-31$35,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$440,824
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,821,755
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,380,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$35,467
Income. Interest from US Government securities2012-12-31$71,839
Income. Interest from corporate debt instruments2012-12-31$89,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$389,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$337,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$337,886
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$39
Asset value of US Government securities at end of year2012-12-31$1,981,126
Asset value of US Government securities at beginning of year2012-12-31$1,360,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$416,745
Employer contributions (assets) at end of year2012-12-31$67,361
Employer contributions (assets) at beginning of year2012-12-31$361,912
Income. Dividends from common stock2012-12-31$111,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$815,355
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$1,206,689
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,555,612
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$6,153,635
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$5,732,883
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$8,916,508
Aggregate carrying amount (costs) on sale of assets2012-12-31$8,964,523
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2012-12-31752783674
2011 : RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-480,539
Total unrealized appreciation/depreciation of assets2011-12-31$-480,539
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$878,022
Total loss/gain on sale of assets2011-12-31$372,128
Total of all expenses incurred2011-12-31$970,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$828,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$741,055
Value of total assets at end of year2011-12-31$9,380,931
Value of total assets at beginning of year2011-12-31$9,473,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$141,145
Total interest from all sources2011-12-31$159,044
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$82,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$65,176
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$32,516
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$30,776
Other income not declared elsewhere2011-12-31$3,439
Administrative expenses (other) incurred2011-12-31$29,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-92,094
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,380,931
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,473,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$46,152
Income. Interest from US Government securities2011-12-31$63,640
Income. Interest from corporate debt instruments2011-12-31$95,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$337,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$256,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$256,575
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$36
Asset value of US Government securities at end of year2011-12-31$1,360,122
Asset value of US Government securities at beginning of year2011-12-31$1,355,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$741,055
Employer contributions (assets) at end of year2011-12-31$361,912
Employer contributions (assets) at beginning of year2011-12-31$256,564
Income. Dividends from common stock2011-12-31$82,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$828,971
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,555,612
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,575,129
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$5,732,883
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$5,998,536
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$8,783,741
Aggregate carrying amount (costs) on sale of assets2011-12-31$8,411,613
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LANE GORMAN TRUBITT, PLLC
Accountancy firm EIN2011-12-31751044330
2010 : RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$934,433
Total unrealized appreciation/depreciation of assets2010-12-31$934,433
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$38,136
Total income from all sources (including contributions)2010-12-31$1,666,914
Total loss/gain on sale of assets2010-12-31$-23,806
Total of all expenses incurred2010-12-31$1,019,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$826,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$537,742
Value of total assets at end of year2010-12-31$9,473,025
Value of total assets at beginning of year2010-12-31$8,863,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$192,632
Total interest from all sources2010-12-31$136,787
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$78,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$137,437
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$30,776
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$33,807
Other income not declared elsewhere2010-12-31$3,144
Administrative expenses (other) incurred2010-12-31$13,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$647,607
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,473,025
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,825,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$42,177
Income. Interest from US Government securities2010-12-31$54,280
Income. Interest from corporate debt instruments2010-12-31$82,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$256,575
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$258,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$258,005
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$31
Asset value of US Government securities at end of year2010-12-31$1,355,445
Asset value of US Government securities at beginning of year2010-12-31$1,330,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$537,742
Employer contributions (assets) at end of year2010-12-31$256,564
Employer contributions (assets) at beginning of year2010-12-31$152,630
Income. Dividends from common stock2010-12-31$78,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$826,675
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,575,129
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,463,220
Contract administrator fees2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$5,998,536
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$5,624,969
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$10,374,929
Aggregate carrying amount (costs) on sale of assets2010-12-31$10,398,735
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$38,136
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LANE GORMAN TRUBITT, PLLC
Accountancy firm EIN2010-12-31751044330

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP

2023: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF THE MILLER INSURANCE GROUP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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