401k Plan data: COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN plan

COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN 401k Plan overview

Plan Name	COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN
Plan identification number	014

COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation). Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COLUMBIAN MUTUAL LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name: COLUMBIAN MUTUAL LIFE INSURANCE COMPANY

Employer identification number (EIN): 150274455

NAIC Classification: 524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
014 2023-01-01
014 2022-01-01 LESLEY FREY 2023-10-16 LESLEY FREY 2023-10-16
014 2021-01-01 LESLEY FREY 2022-10-10 LESLEY FREY 2022-10-10
014 2020-01-01 LESLEY FREY 2021-10-13 LESLEY FREY 2021-10-13
014 2019-01-01 LESLEY FREY 2020-10-12 LESLEY FREY 2020-10-12
014 2018-01-01 LESLEY FREY 2019-10-10 LESLEY FREY 2019-10-10
014 2017-01-01 LESLEY FREY 2018-10-11 LESLEY FREY 2018-10-11
014 2016-01-01 LESLEY FREY 2017-10-02 LESLEY FREY 2017-10-02
014 2015-01-01 LESLEY FREY 2016-10-07 LESLEY FREY 2016-10-07
014 2014-01-01 LESLEY FREY 2015-10-03 LESLEY FREY 2015-10-03
014 2013-01-01 LESLEY FREY 2014-10-08 LESLEY FREY 2014-10-08
014 2012-01-01 LESLEY FREY 2013-10-10 LESLEY FREY 2013-10-10
014 2011-01-01 LESLEY FREY 2012-10-11 LESLEY FREY 2012-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
014	2023-01-01
014	2022-01-01	LESLEY FREY	2023-10-16	LESLEY FREY	2023-10-16
014	2021-01-01	LESLEY FREY	2022-10-10	LESLEY FREY	2022-10-10
014	2020-01-01	LESLEY FREY	2021-10-13	LESLEY FREY	2021-10-13
014	2019-01-01	LESLEY FREY	2020-10-12	LESLEY FREY	2020-10-12
014	2018-01-01	LESLEY FREY	2019-10-10	LESLEY FREY	2019-10-10
014	2017-01-01	LESLEY FREY	2018-10-11	LESLEY FREY	2018-10-11
014	2016-01-01	LESLEY FREY	2017-10-02	LESLEY FREY	2017-10-02
014	2015-01-01	LESLEY FREY	2016-10-07	LESLEY FREY	2016-10-07
014	2014-01-01	LESLEY FREY	2015-10-03	LESLEY FREY	2015-10-03
014	2013-01-01	LESLEY FREY	2014-10-08	LESLEY FREY	2014-10-08
014	2012-01-01	LESLEY FREY	2013-10-10	LESLEY FREY	2013-10-10
014	2011-01-01	LESLEY FREY	2012-10-11	LESLEY FREY	2012-10-11

Plan Statistics for COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN

401k plan membership statisitcs for COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN

Measure Date Value
2023: COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1,007
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 89
Number of retired or separated participants receiving benefits 2023-01-01 507
Number of other retired or separated participants entitled to future benefits 2023-01-01 304
Total of all active and inactive participants 2023-01-01 900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 68
Total participants 2023-01-01 968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 3,415,258
Acturial value of plan assets 2022-12-31 3,415,258
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 1,687,270
Number of terminated vested participants 2022-12-31 3
Fundng target for terminated vested participants 2022-12-31 461,033
Active participant vested funding target 2022-12-31 0
Number of active participants 2022-12-31 0
Total funding liabilities for active participants 2022-12-31 0
Total participant count 2022-12-31 24
Total funding target for all participants 2022-12-31 2,148,303
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 14,470
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 3,439,768
Acturial value of plan assets 2021-12-31 3,439,768
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 1,735,190
Number of terminated vested participants 2021-12-31 3
Fundng target for terminated vested participants 2021-12-31 436,152
Active participant vested funding target 2021-12-31 0
Number of active participants 2021-12-31 0
Total funding liabilities for active participants 2021-12-31 0
Total participant count 2021-12-31 24
Total funding target for all participants 2021-12-31 2,171,342
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 0
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 5,895
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,366,170
Acturial value of plan assets 2020-12-31 3,366,170
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 1,856,316
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 420,346
Active participant vested funding target 2020-12-31 0
Number of active participants 2020-12-31 0
Total funding liabilities for active participants 2020-12-31 0
Total participant count 2020-12-31 25
Total funding target for all participants 2020-12-31 2,276,662
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 2,124
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,945,611
Acturial value of plan assets 2019-12-31 2,945,611
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 1,772,385
Number of terminated vested participants 2019-12-31 5
Fundng target for terminated vested participants 2019-12-31 541,184
Active participant vested funding target 2019-12-31 0
Number of active participants 2019-12-31 0
Total funding liabilities for active participants 2019-12-31 0
Total participant count 2019-12-31 27
Total funding target for all participants 2019-12-31 2,313,569
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 0
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 2,160
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 3,320,449
Acturial value of plan assets 2018-12-31 3,320,449
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 1,842,876
Number of terminated vested participants 2018-12-31 6
Fundng target for terminated vested participants 2018-12-31 615,176
Active participant vested funding target 2018-12-31 0
Number of active participants 2018-12-31 0
Total funding liabilities for active participants 2018-12-31 0
Total participant count 2018-12-31 29
Total funding target for all participants 2018-12-31 2,458,052
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 0
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 2,195
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 3,068,271
Acturial value of plan assets 2017-12-31 3,068,271
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 1,962,726
Number of terminated vested participants 2017-12-31 5
Fundng target for terminated vested participants 2017-12-31 378,271
Active participant vested funding target 2017-12-31 0
Number of active participants 2017-12-31 0
Total funding liabilities for active participants 2017-12-31 0
Total participant count 2017-12-31 29
Total funding target for all participants 2017-12-31 2,340,997
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 0
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 2,051
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,989,526
Acturial value of plan assets 2016-12-31 2,989,526
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 2,110,382
Number of terminated vested participants 2016-12-31 5
Fundng target for terminated vested participants 2016-12-31 338,184
Active participant vested funding target 2016-12-31 0
Number of active participants 2016-12-31 0
Total funding liabilities for active participants 2016-12-31 0
Total participant count 2016-12-31 32
Total funding target for all participants 2016-12-31 2,448,566
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 0
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 2,105
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2023: COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1,007
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	89
Number of retired or separated participants receiving benefits	2023-01-01	507
Number of other retired or separated participants entitled to future benefits	2023-01-01	304
Total of all active and inactive participants	2023-01-01	900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	68
Total participants	2023-01-01	968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	3,415,258
Acturial value of plan assets	2022-12-31	3,415,258
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	1,687,270
Number of terminated vested participants	2022-12-31	3
Fundng target for terminated vested participants	2022-12-31	461,033
Active participant vested funding target	2022-12-31	0
Number of active participants	2022-12-31	0
Total funding liabilities for active participants	2022-12-31	0
Total participant count	2022-12-31	24
Total funding target for all participants	2022-12-31	2,148,303
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	14,470
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	3,439,768
Acturial value of plan assets	2021-12-31	3,439,768
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	1,735,190
Number of terminated vested participants	2021-12-31	3
Fundng target for terminated vested participants	2021-12-31	436,152
Active participant vested funding target	2021-12-31	0
Number of active participants	2021-12-31	0
Total funding liabilities for active participants	2021-12-31	0
Total participant count	2021-12-31	24
Total funding target for all participants	2021-12-31	2,171,342
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	5,895
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,366,170
Acturial value of plan assets	2020-12-31	3,366,170
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	1,856,316
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	420,346
Active participant vested funding target	2020-12-31	0
Number of active participants	2020-12-31	0
Total funding liabilities for active participants	2020-12-31	0
Total participant count	2020-12-31	25
Total funding target for all participants	2020-12-31	2,276,662
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	2,124
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,945,611
Acturial value of plan assets	2019-12-31	2,945,611
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	1,772,385
Number of terminated vested participants	2019-12-31	5
Fundng target for terminated vested participants	2019-12-31	541,184
Active participant vested funding target	2019-12-31	0
Number of active participants	2019-12-31	0
Total funding liabilities for active participants	2019-12-31	0
Total participant count	2019-12-31	27
Total funding target for all participants	2019-12-31	2,313,569
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	0
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	2,160
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	3,320,449
Acturial value of plan assets	2018-12-31	3,320,449
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	1,842,876
Number of terminated vested participants	2018-12-31	6
Fundng target for terminated vested participants	2018-12-31	615,176
Active participant vested funding target	2018-12-31	0
Number of active participants	2018-12-31	0
Total funding liabilities for active participants	2018-12-31	0
Total participant count	2018-12-31	29
Total funding target for all participants	2018-12-31	2,458,052
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	0
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	2,195
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	3,068,271
Acturial value of plan assets	2017-12-31	3,068,271
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	1,962,726
Number of terminated vested participants	2017-12-31	5
Fundng target for terminated vested participants	2017-12-31	378,271
Active participant vested funding target	2017-12-31	0
Number of active participants	2017-12-31	0
Total funding liabilities for active participants	2017-12-31	0
Total participant count	2017-12-31	29
Total funding target for all participants	2017-12-31	2,340,997
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	2,051
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,989,526
Acturial value of plan assets	2016-12-31	2,989,526
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	2,110,382
Number of terminated vested participants	2016-12-31	5
Fundng target for terminated vested participants	2016-12-31	338,184
Active participant vested funding target	2016-12-31	0
Number of active participants	2016-12-31	0
Total funding liabilities for active participants	2016-12-31	0
Total participant count	2016-12-31	32
Total funding target for all participants	2016-12-31	2,448,566
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	2,105
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN

Measure	Date	Value
2023 : COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$603,064
Total unrealized appreciation/depreciation of assets	2023-12-31	$603,064
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	$11,796,171
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$10,027,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$8,761,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,613,574
Value of total assets at end of year	2023-12-31	$86,321,602
Value of total assets at beginning of year	2023-12-31	$84,553,283
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$1,265,952
Total interest from all sources	2023-12-31	$29,336
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,768,319
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$86,321,602
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$84,553,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Assets. partnership/joint venture interests at end of year	2023-12-31	$1,986,009
Assets. partnership/joint venture interests at beginning of year	2023-12-31	$1,852,925
Value of interest in common/collective trusts at end of year	2023-12-31	$82,473,882
Value of interest in common/collective trusts at beginning of year	2023-12-31	$81,999,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$248,137
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$700,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$700,812
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$29,336
Net investment gain or loss from common/collective trusts	2023-12-31	$9,550,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$1,613,574
Employer contributions (assets) at end of year	2023-12-31	$1,613,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$8,761,900
Contract administrator fees	2023-12-31	$137,108
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	DERMODY, BURKE & BROWN, CPAS, LLC
Accountancy firm EIN	2023-12-31	010723685

Form 5500 Responses for COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN

2023: COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COLUMBIAN MUTUAL LIFE INSURANCE COMPANY
Employer identification number (EIN):	150274455
NAIC Classification:	524140