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MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 401k Plan overview

Plan NameMUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN
Plan identification number 001

MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 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).

401k Sponsoring company profile

MUTUAL OF ENUMCLAW INSURANCE CO. has sponsored the creation of one or more 401k plans.

Company Name:MUTUAL OF ENUMCLAW INSURANCE CO.
Employer identification number (EIN):910217580
NAIC Classification:524150

Additional information about MUTUAL OF ENUMCLAW INSURANCE CO.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1899-09-25
Company Identification Number: 172001582

More information about MUTUAL OF ENUMCLAW INSURANCE CO.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN

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
0012017-01-01SANDRA WILLIAMS
0012016-04-01SANDRA WILLIAMS
0012015-04-01SANDRA WILLIAMS
0012014-04-01SANDRA WILLIAMS
0012013-04-01SANDRA WILLIAMS
0012012-04-01SANDRA WILLIAMS
0012011-04-01SANDRA WILLIAMS
0012009-04-01SANDRA WILLIAMS

Plan Statistics for MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN

401k plan membership statisitcs for MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN

Measure Date Value
2023: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01400
Total number of active participants reported on line 7a of the Form 55002023-01-01341
Number of retired or separated participants receiving benefits2023-01-0115
Number of other retired or separated participants entitled to future benefits2023-01-0168
Total of all active and inactive participants2023-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-014
2022: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-3121,116,211
Acturial value of plan assets2022-12-3119,757,083
Funding target for retired participants and beneficiaries receiving payment2022-12-313,010,844
Number of terminated vested participants2022-12-3163
Fundng target for terminated vested participants2022-12-311,152,636
Active participant vested funding target2022-12-3113,736,943
Number of active participants2022-12-31339
Total funding liabilities for active participants2022-12-3113,795,418
Total participant count2022-12-31417
Total funding target for all participants2022-12-3117,958,898
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31840,503
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31884,798
Total available prior years excess cotributions added 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 year2022-12-310
Total employer contributions2022-12-311,147,433
Total employee contributions2022-12-3123,851
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 date2022-12-311,055,355
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 cost2022-12-31894,319
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 year2022-12-311,055,355
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01409
Total number of active participants reported on line 7a of the Form 55002022-01-01315
Number of retired or separated participants receiving benefits2022-01-0116
Number of other retired or separated participants entitled to future benefits2022-01-0167
Total of all active and inactive participants2022-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-3126,030,773
Acturial value of plan assets2021-12-3123,776,219
Funding target for retired participants and beneficiaries receiving payment2021-12-312,781,896
Number of terminated vested participants2021-12-3161
Fundng target for terminated vested participants2021-12-312,737,545
Active participant vested funding target2021-12-3116,006,308
Number of active participants2021-12-31367
Total funding liabilities for active participants2021-12-3116,093,805
Total participant count2021-12-31442
Total funding target for all participants2021-12-3121,613,246
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-311,075,786
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-311,128,392
Total available prior years excess cotributions added 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 year2021-12-310
Total employer contributions2021-12-31917,250
Total employee contributions2021-12-3139,628
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 date2021-12-31840,503
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 cost2021-12-311,034,356
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31840,503
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01429
Total number of active participants reported on line 7a of the Form 55002021-01-01331
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-0163
Total of all active and inactive participants2021-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-3126,094,384
Acturial value of plan assets2020-12-3125,051,628
Funding target for retired participants and beneficiaries receiving payment2020-12-312,910,924
Number of terminated vested participants2020-12-3155
Fundng target for terminated vested participants2020-12-311,927,334
Active participant vested funding target2020-12-3117,818,162
Number of active participants2020-12-31374
Total funding liabilities for active participants2020-12-3117,931,116
Total participant count2020-12-31443
Total funding target for all participants2020-12-3122,769,374
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-311,537,134
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,614,144
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 year2020-12-310
Total employer contributions2020-12-311,166,205
Total employee contributions2020-12-3145,794
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 date2020-12-311,075,786
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 cost2020-12-311,158,750
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-311,075,786
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01424
Total number of active participants reported on line 7a of the Form 55002020-01-01354
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-0161
Total of all active and inactive participants2020-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-3125,116,305
Acturial value of plan assets2019-12-3125,972,875
Funding target for retired participants and beneficiaries receiving payment2019-12-312,939,945
Number of terminated vested participants2019-12-3154
Fundng target for terminated vested participants2019-12-311,913,791
Active participant vested funding target2019-12-3119,330,024
Number of active participants2019-12-31348
Total funding liabilities for active participants2019-12-3119,401,925
Total participant count2019-12-31416
Total funding target for all participants2019-12-3124,255,661
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-312,757,551
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-312,898,738
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
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 year2019-12-310
Total employer contributions2019-12-311,670,000
Total employee contributions2019-12-3156,156
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 date2019-12-311,537,134
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 cost2019-12-311,334,567
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-311,537,134
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01387
Total number of active participants reported on line 7a of the Form 55002019-01-01355
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-0155
Total of all active and inactive participants2019-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-3130,389,749
Acturial value of plan assets2018-12-3128,850,634
Funding target for retired participants and beneficiaries receiving payment2018-12-312,162,288
Number of terminated vested participants2018-12-3140
Fundng target for terminated vested participants2018-12-311,580,669
Active participant vested funding target2018-12-3123,543,131
Number of active participants2018-12-31341
Total funding liabilities for active participants2018-12-3123,611,013
Total participant count2018-12-31393
Total funding target for all participants2018-12-3127,353,970
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-312,735,733
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-312,880,453
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-313,000,000
Total employee contributions2018-12-3176,444
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 date2018-12-312,757,551
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 cost2018-12-311,429,569
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-312,757,551
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01385
Total number of active participants reported on line 7a of the Form 55002018-01-01319
Number of retired or separated participants receiving benefits2018-01-0112
Number of other retired or separated participants entitled to future benefits2018-01-0154
Total of all active and inactive participants2018-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-3129,786,714
Acturial value of plan assets2017-12-3130,447,025
Funding target for retired participants and beneficiaries receiving payment2017-12-311,817,972
Number of terminated vested participants2017-12-3123
Fundng target for terminated vested participants2017-12-311,372,441
Active participant vested funding target2017-12-3125,682,584
Number of active participants2017-12-31390
Total funding liabilities for active participants2017-12-3125,682,584
Total participant count2017-12-31424
Total funding target for all participants2017-12-3128,872,997
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
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 balance2017-12-310
Present value of excess contributions2017-12-312,044,264
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-312,157,516
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 year2017-12-310
Total employer contributions2017-12-313,000,000
Total employee contributions2017-12-3195,611
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 date2017-12-312,749,653
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 cost2017-12-311,587,948
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3113,920
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3113,920
Contributions allocatedtoward minimum required contributions for current year2017-12-312,749,653
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01197
Total number of active participants reported on line 7a of the Form 55002017-01-01333
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-0140
Total of all active and inactive participants2017-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-3127,150,754
Acturial value of plan assets2016-12-3129,034,986
Funding target for retired participants and beneficiaries receiving payment2016-12-311,282,486
Number of terminated vested participants2016-12-3124
Fundng target for terminated vested participants2016-12-311,294,141
Active participant vested funding target2016-12-3125,208,326
Number of active participants2016-12-31175
Total funding liabilities for active participants2016-12-3125,208,326
Total participant count2016-12-31208
Total funding target for all participants2016-12-3127,784,953
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
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 balance2016-12-310
Present value of excess contributions2016-12-311,455,473
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,538,581
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-312,200,000
Total employee contributions2016-12-3173,888
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 date2016-12-312,044,264
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 cost2016-12-31973,944
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-312,044,264
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-04-01208
Total number of active participants reported on line 7a of the Form 55002016-04-01164
Number of retired or separated participants receiving benefits2016-04-019
Number of other retired or separated participants entitled to future benefits2016-04-0123
Total of all active and inactive participants2016-04-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-011
Total participants2016-04-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
2015: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01236
Total number of active participants reported on line 7a of the Form 55002015-04-01175
Number of retired or separated participants receiving benefits2015-04-018
Number of other retired or separated participants entitled to future benefits2015-04-0124
Total of all active and inactive participants2015-04-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-011
Total participants2015-04-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01246
Total number of active participants reported on line 7a of the Form 55002014-04-01204
Number of retired or separated participants receiving benefits2014-04-017
Number of other retired or separated participants entitled to future benefits2014-04-0125
Total of all active and inactive participants2014-04-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01276
Total number of active participants reported on line 7a of the Form 55002013-04-01217
Number of retired or separated participants receiving benefits2013-04-014
Number of other retired or separated participants entitled to future benefits2013-04-0125
Total of all active and inactive participants2013-04-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
2012: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01299
Total number of active participants reported on line 7a of the Form 55002012-04-01240
Number of retired or separated participants receiving benefits2012-04-014
Number of other retired or separated participants entitled to future benefits2012-04-0132
Total of all active and inactive participants2012-04-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
2011: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01331
Total number of active participants reported on line 7a of the Form 55002011-04-01269
Number of retired or separated participants receiving benefits2011-04-015
Number of other retired or separated participants entitled to future benefits2011-04-0125
Total of all active and inactive participants2011-04-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-010
2009: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01370
Total number of active participants reported on line 7a of the Form 55002009-04-01326
Number of retired or separated participants receiving benefits2009-04-014
Number of other retired or separated participants entitled to future benefits2009-04-0125
Total of all active and inactive participants2009-04-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-010

Financial Data on MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN

Measure Date Value
2023 : MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 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$3,929,428
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,363,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,058,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,435,290
Value of total assets at end of year2023-12-31$19,105,996
Value of total assets at beginning of year2023-12-31$16,540,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$305,928
Total interest from all sources2023-12-31$5,183
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$437,743
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$437,743
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$19,431
Administrative expenses (other) incurred2023-12-31$280,928
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$2,565,496
Value of net assets at end of year (total assets less liabilities)2023-12-31$19,105,996
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$16,540,500
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$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$17,612,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$15,348,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$78,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$44,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$44,735
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$5,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,051,212
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
Contributions received in cash from employer2023-12-31$1,415,859
Employer contributions (assets) at end of year2023-12-31$1,415,034
Employer contributions (assets) at beginning of year2023-12-31$1,147,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,058,004
Contract administrator fees2023-12-31$10,000
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
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HAGEN KURTH PERMAN & CO., P.S.
Accountancy firm EIN2023-12-31911233794
2022 : MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-2,215,460
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,392,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,307,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,171,284
Value of total assets at end of year2022-12-31$16,540,500
Value of total assets at beginning of year2022-12-31$21,148,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$85,097
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$331,486
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$331,486
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$23,851
Administrative expenses (other) incurred2022-12-31$68,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,608,163
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,540,500
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,148,663
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$6,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,348,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,190,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$44,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$41,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$41,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,718,230
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
Contributions received in cash from employer2022-12-31$1,147,433
Employer contributions (assets) at end of year2022-12-31$1,147,433
Employer contributions (assets) at beginning of year2022-12-31$917,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,307,606
Contract administrator fees2022-12-31$10,225
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HAGEN KURTH PERMAN & CO., P.S.
Accountancy firm EIN2022-12-31911233794
2021 : MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 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$3,294,063
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,213,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,164,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$956,878
Value of total assets at end of year2021-12-31$21,148,663
Value of total assets at beginning of year2021-12-31$26,068,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$49,085
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$290,483
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$290,483
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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
Contributions received from participants2021-12-31$39,628
Administrative expenses (other) incurred2021-12-31$36,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-4,919,923
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,148,663
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,068,586
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,190,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,873,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$41,409
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$28,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$28,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,046,702
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
Contributions received in cash from employer2021-12-31$917,250
Employer contributions (assets) at end of year2021-12-31$917,250
Employer contributions (assets) at beginning of year2021-12-31$1,166,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,164,901
Contract administrator fees2021-12-31$12,191
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HAGEN KURTH PERMAN & CO., P.S.
Accountancy firm EIN2021-12-31911233794
2020 : MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$4,556,675
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,638,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,591,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,211,999
Value of total assets at end of year2020-12-31$26,068,586
Value of total assets at beginning of year2020-12-31$26,150,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$46,335
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$331,764
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$331,764
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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
Contributions received from participants2020-12-31$45,794
Administrative expenses (other) incurred2020-12-31$35,192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-81,504
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,068,586
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,150,090
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,873,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,395,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$28,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$84,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$84,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,012,912
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
Contributions received in cash from employer2020-12-31$1,166,205
Employer contributions (assets) at end of year2020-12-31$1,166,205
Employer contributions (assets) at beginning of year2020-12-31$1,670,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,591,844
Contract administrator fees2020-12-31$11,143
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HAGEN KURTH PERMAN & CO., P.S.
Accountancy firm EIN2020-12-31911233794
2019 : MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$5,766,685
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,834,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,736,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,726,156
Value of total assets at end of year2019-12-31$26,150,090
Value of total assets at beginning of year2019-12-31$25,217,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$97,864
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$522,385
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$522,385
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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
Contributions received from participants2019-12-31$56,156
Administrative expenses (other) incurred2019-12-31$85,957
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$932,522
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,150,090
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,217,568
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,395,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,154,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$84,913
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$62,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$62,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,518,144
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,670,000
Employer contributions (assets) at end of year2019-12-31$1,670,000
Employer contributions (assets) at beginning of year2019-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,736,299
Contract administrator fees2019-12-31$11,907
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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
Accountancy firm name2019-12-31HAGEN KURTH PERMAN & CO., P.S.
Accountancy firm EIN2019-12-31911233794
2018 : MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$2,216,675
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,493,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,375,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,076,444
Value of total assets at end of year2018-12-31$25,217,568
Value of total assets at beginning of year2018-12-31$30,494,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$118,535
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$491,236
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$491,236
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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
Contributions received from participants2018-12-31$76,444
Administrative expenses (other) incurred2018-12-31$97,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,277,072
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,217,568
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$30,494,640
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$22,154,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$27,494,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$62,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,351,005
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$3,000,000
Employer contributions (assets) at end of year2018-12-31$3,000,000
Employer contributions (assets) at beginning of year2018-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,375,212
Contract administrator fees2018-12-31$20,581
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
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 name2018-12-31HAGEN KURTH PERMAN & CO., P.S.
Accountancy firm EIN2018-12-31911233794
2017 : MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$7,003,919
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,366,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,135,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,095,611
Value of total assets at end of year2017-12-31$30,494,640
Value of total assets at beginning of year2017-12-31$29,857,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$230,974
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$508,893
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$508,893
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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
Contributions received from participants2017-12-31$95,611
Administrative expenses (other) incurred2017-12-31$204,012
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$636,947
Value of net assets at end of year (total assets less liabilities)2017-12-31$30,494,640
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$29,857,693
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$27,494,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$27,657,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,399,415
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
Contributions received in cash from employer2017-12-31$3,000,000
Employer contributions (assets) at end of year2017-12-31$3,000,000
Employer contributions (assets) at beginning of year2017-12-31$2,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,135,998
Contract administrator fees2017-12-31$26,962
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
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 name2017-12-31HAGEN KURTH PERMAN & CO., P.S.
Accountancy firm EIN2017-12-31911233794
2016 : MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,141,173
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,495,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,476,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,273,888
Value of total assets at end of year2016-12-31$29,857,693
Value of total assets at beginning of year2016-12-31$27,212,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,709
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$489,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$489,471
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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
Contributions received from participants2016-12-31$73,888
Administrative expenses (other) incurred2016-12-31$18,709
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$2,645,519
Value of net assets at end of year (total assets less liabilities)2016-12-31$29,857,693
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$27,212,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$27,657,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$25,612,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,377,814
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
Contributions received in cash from employer2016-12-31$2,200,000
Employer contributions (assets) at end of year2016-12-31$2,200,000
Employer contributions (assets) at beginning of year2016-12-31$1,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,476,945
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
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 name2016-12-31HAGEN KURTH PERMAN & CO., P.S.
Accountancy firm EIN2016-12-31911233794
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total income from all sources (including contributions)2016-03-31$911,889
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$10,618,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$10,486,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$1,739,051
Value of total assets at end of year2016-03-31$27,212,174
Value of total assets at beginning of year2016-03-31$36,918,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$131,500
Total interest from all sources2016-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$626,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$626,455
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$139,051
Administrative expenses (other) incurred2016-03-31$131,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-9,706,186
Value of net assets at end of year (total assets less liabilities)2016-03-31$27,212,174
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$36,918,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$25,612,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$35,361,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-1,453,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31Yes
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$1,600,000
Employer contributions (assets) at end of year2016-03-31$1,600,000
Employer contributions (assets) at beginning of year2016-03-31$1,556,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$10,486,575
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31HAGEN KURTH PERMAN & CO., P.S.
Accountancy firm EIN2016-03-31911233794
2015 : MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total income from all sources (including contributions)2015-03-31$4,020,019
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$4,795,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$4,753,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$1,720,982
Value of total assets at end of year2015-03-31$36,918,360
Value of total assets at beginning of year2015-03-31$37,693,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$41,518
Total interest from all sources2015-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$657,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-03-31$657,538
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$164,500
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$23,911
Other income not declared elsewhere2015-03-31$10,127
Administrative expenses (other) incurred2015-03-31$41,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$-775,238
Value of net assets at end of year (total assets less liabilities)2015-03-31$36,918,360
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$37,693,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$35,361,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$36,538,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$1,631,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31Yes
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$1,556,482
Employer contributions (assets) at end of year2015-03-31$1,556,482
Employer contributions (assets) at beginning of year2015-03-31$1,130,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$4,753,739
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31HAGEN KURTH PERMAN & CO., P.S.
Accountancy firm EIN2015-03-31911233794
2014 : MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total income from all sources (including contributions)2014-03-31$6,305,307
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$11,356,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$11,290,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$1,306,422
Value of total assets at end of year2014-03-31$37,693,598
Value of total assets at beginning of year2014-03-31$42,744,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$65,637
Total interest from all sources2014-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$667,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$667,016
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$175,604
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$23,911
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$0
Administrative expenses (other) incurred2014-03-31$65,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$-5,051,006
Value of net assets at end of year (total assets less liabilities)2014-03-31$37,693,598
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$42,744,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$36,538,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$41,190,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$4,331,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$1,130,818
Employer contributions (assets) at end of year2014-03-31$1,130,818
Employer contributions (assets) at beginning of year2014-03-31$1,554,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$11,290,676
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31HAGEN KURTH PERMAN & CO., P.S.
Accountancy firm EIN2014-03-31911233794
2013 : MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total income from all sources (including contributions)2013-03-31$6,919,000
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$5,871,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$5,800,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$2,858,711
Value of total assets at end of year2013-03-31$42,744,604
Value of total assets at beginning of year2013-03-31$41,696,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$70,363
Total interest from all sources2013-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$1,243,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-03-31$1,243,672
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$195,094
Administrative expenses (other) incurred2013-03-31$17,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$1,047,640
Value of net assets at end of year (total assets less liabilities)2013-03-31$42,744,604
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$41,696,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Investment advisory and management fees2013-03-31$53,192
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$41,190,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$38,438,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$2,816,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31Yes
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$2,663,617
Employer contributions (assets) at end of year2013-03-31$1,554,507
Employer contributions (assets) at beginning of year2013-03-31$3,258,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$5,800,997
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31HAGEN KURTH PERMAN & CO., P.S.
Accountancy firm EIN2013-03-31911233794
2012 : MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total income from all sources (including contributions)2012-03-31$6,605,659
Total loss/gain on sale of assets2012-03-31$0
Total of all expenses incurred2012-03-31$6,578,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$6,520,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$4,997,536
Value of total assets at end of year2012-03-31$41,696,964
Value of total assets at beginning of year2012-03-31$41,669,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$58,392
Total interest from all sources2012-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$833,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-03-31$833,411
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$241,655
Administrative expenses (other) incurred2012-03-31$58,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$26,969
Value of net assets at end of year (total assets less liabilities)2012-03-31$41,696,964
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$41,669,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$38,438,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$36,762,945
Value of interest in pooled separate accounts at beginning of year2012-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$774,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31Yes
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$4,755,881
Employer contributions (assets) at end of year2012-03-31$3,258,584
Employer contributions (assets) at beginning of year2012-03-31$4,907,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$6,520,298
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31HAGEN KURTH PERMAN & CO., P.S.
Accountancy firm EIN2012-03-31911233794
2011 : MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total income from all sources (including contributions)2011-03-31$10,255,581
Total loss/gain on sale of assets2011-03-31$0
Total of all expenses incurred2011-03-31$4,381,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$4,358,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$6,242,868
Value of total assets at end of year2011-03-31$41,669,995
Value of total assets at beginning of year2011-03-31$35,795,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$23,033
Total interest from all sources2011-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$863,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-03-31$863,021
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$224,723
Administrative expenses (other) incurred2011-03-31$23,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$5,874,025
Value of net assets at end of year (total assets less liabilities)2011-03-31$41,669,995
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$35,795,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$36,762,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$2,394,340
Value of interest in pooled separate accounts at end of year2011-03-31$0
Value of interest in pooled separate accounts at beginning of year2011-03-31$28,415,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$1,543,673
Net investment gain/loss from pooled separate accounts2011-03-31$1,606,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31Yes
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$6,018,145
Employer contributions (assets) at end of year2011-03-31$4,907,050
Employer contributions (assets) at beginning of year2011-03-31$4,986,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$4,358,523
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31HAGEN KURTH PERMAN & CO., P.S.
Accountancy firm EIN2011-03-31911233794
2010 : MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN

2023: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 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: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 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: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 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: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 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: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 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: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 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: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2009: MUTUAL OF ENUMCLAW INSURANCE COMPANY RETIREMENT PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number515058
Policy instance 1
Insurance contract or identification number515058
Number of Individuals Covered0
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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