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MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 401k Plan overview

Plan NameMUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN
Plan identification number 001

MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:MUTUAL BENEFIT INSURANCE COMPANY
Employer identification number (EIN):236200024
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-12-31
0012021-12-31
0012020-12-31
0012019-12-31
0012018-12-31
0012017-12-31
0012016-12-31
0012015-12-31STEVEN C. SLIVER
0012014-12-31STEVEN C. SLIVER
0012013-12-31STEVEN C. SLIVER
0012012-12-31STEVEN C. SLIVER
0012011-12-31STEVEN C. SLIVER
0012010-12-31STEVEN C. SLIVER
0012009-12-31STEVEN C. SLIVER
0012008-12-31

Plan Statistics for MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN

401k plan membership statisitcs for MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN

Measure Date Value
2023: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2023 401k membership
Market value of plan assets2023-12-3027,339,858
Acturial value of plan assets2023-12-3027,339,858
Funding target for retired participants and beneficiaries receiving payment2023-12-3011,195,410
Number of terminated vested participants2023-12-3028
Fundng target for terminated vested participants2023-12-302,345,561
Active participant vested funding target2023-12-309,772,858
Number of active participants2023-12-3074
Total funding liabilities for active participants2023-12-309,772,858
Total participant count2023-12-30198
Total funding target for all participants2023-12-3023,313,829
Balance at beginning of prior year after applicable adjustments2023-12-300
Prefunding balance at beginning of prior year after applicable adjustments2023-12-309,927,883
Carryover balanced portion elected for use to offset prior years funding requirement2023-12-300
Prefunding balanced used to offset prior years funding requirement2023-12-300
Amount remaining of carryover balance2023-12-300
Amount remaining of prefunding balance2023-12-309,927,883
Present value of excess contributions2023-12-30663,151
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-12-30700,420
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-12-300
Reductions in caryover balances due to elections or deemed elections2023-12-300
Reductions in prefunding balances due to elections or deemed elections2023-12-300
Balance of carryovers at beginning of current year2023-12-300
Balance of prefunding at beginning of current year2023-12-307,791,403
Total employer contributions2023-12-30890,000
Contributions allocated toward unpaid minimum require contributions from prior years2023-12-300
Contributions made to avoid restrictions adjusted to valuation date2023-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-12-30844,327
Unpaid minimum required contributions for all prior years2023-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-12-300
Remaining amount of unpaid minimum required contributions2023-12-300
Minimum required contributions for current year target normal cost2023-12-30843,774
Net shortfall amortization installment of oustanding balance2023-12-300
Waiver amortization installment2023-12-300
Total funding amount beforereflecting carryover/prefunding balances2023-12-30843,774
Carryover balance elected to use to offset funding requirement2023-12-300
Prefunding balance elected to use to offset funding requirement2023-12-300
Additional cash requirement2023-12-30843,774
Contributions allocatedtoward minimum required contributions for current year2023-12-30844,327
Unpaid minimum required contributions for current year2023-12-300
Unpaid minimum required contributions for all years2023-12-300
2022: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-12-31197
Total number of active participants reported on line 7a of the Form 55002022-12-3158
Number of retired or separated participants receiving benefits2022-12-3189
Number of other retired or separated participants entitled to future benefits2022-12-3137
Total of all active and inactive participants2022-12-31184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-12-3112
Total participants2022-12-31196
Number of participants with account balances2022-12-310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-12-310
Market value of plan assets2022-12-3035,094,844
Acturial value of plan assets2022-12-3035,094,844
Funding target for retired participants and beneficiaries receiving payment2022-12-309,603,195
Number of terminated vested participants2022-12-3024
Fundng target for terminated vested participants2022-12-30846,578
Active participant vested funding target2022-12-3011,105,501
Number of active participants2022-12-3084
Total funding liabilities for active participants2022-12-3011,105,501
Total participant count2022-12-30197
Total funding target for all participants2022-12-3021,555,274
Balance at beginning of prior year after applicable adjustments2022-12-300
Prefunding balance at beginning of prior year after applicable adjustments2022-12-309,351,811
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-300
Prefunding balanced used to offset prior years funding requirement2022-12-300
Amount remaining of carryover balance2022-12-300
Amount remaining of prefunding balance2022-12-309,351,811
Present value of excess contributions2022-12-30665,792
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-30704,208
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-300
Reductions in caryover balances due to elections or deemed elections2022-12-300
Reductions in prefunding balances due to elections or deemed elections2022-12-300
Balance of carryovers at beginning of current year2022-12-300
Balance of prefunding at beginning of current year2022-12-309,927,883
Total employer contributions2022-12-30700,000
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-300
Contributions made to avoid restrictions adjusted to valuation date2022-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-30663,151
Unpaid minimum required contributions for all prior years2022-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-300
Remaining amount of unpaid minimum required contributions2022-12-300
Minimum required contributions for current year target normal cost2022-12-30786,562
Net shortfall amortization installment of oustanding balance2022-12-300
Waiver amortization installment2022-12-300
Total funding amount beforereflecting carryover/prefunding balances2022-12-300
Carryover balance elected to use to offset funding requirement2022-12-300
Prefunding balance elected to use to offset funding requirement2022-12-300
Additional cash requirement2022-12-300
Contributions allocatedtoward minimum required contributions for current year2022-12-30663,151
Unpaid minimum required contributions for current year2022-12-300
Unpaid minimum required contributions for all years2022-12-300
2021: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-12-31198
Total number of active participants reported on line 7a of the Form 55002021-12-3174
Number of retired or separated participants receiving benefits2021-12-3186
Number of other retired or separated participants entitled to future benefits2021-12-3127
Total of all active and inactive participants2021-12-31187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-12-3110
Total participants2021-12-31197
Number of participants with account balances2021-12-310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-12-310
Market value of plan assets2021-12-3033,303,505
Acturial value of plan assets2021-12-3033,303,505
Funding target for retired participants and beneficiaries receiving payment2021-12-309,726,324
Number of terminated vested participants2021-12-3023
Fundng target for terminated vested participants2021-12-30774,181
Active participant vested funding target2021-12-309,702,254
Number of active participants2021-12-3086
Total funding liabilities for active participants2021-12-309,702,254
Total participant count2021-12-30198
Total funding target for all participants2021-12-3020,202,759
Balance at beginning of prior year after applicable adjustments2021-12-300
Prefunding balance at beginning of prior year after applicable adjustments2021-12-308,224,988
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-300
Prefunding balanced used to offset prior years funding requirement2021-12-300
Amount remaining of carryover balance2021-12-300
Amount remaining of prefunding balance2021-12-308,224,988
Present value of excess contributions2021-12-30574,434
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-30606,545
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-300
Reductions in caryover balances due to elections or deemed elections2021-12-300
Reductions in prefunding balances due to elections or deemed elections2021-12-300
Balance of carryovers at beginning of current year2021-12-300
Balance of prefunding at beginning of current year2021-12-309,351,811
Total employer contributions2021-12-30700,000
Total employee contributions2021-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-300
Contributions made to avoid restrictions adjusted to valuation date2021-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-30665,792
Unpaid minimum required contributions for all prior years2021-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-300
Remaining amount of unpaid minimum required contributions2021-12-300
Minimum required contributions for current year target normal cost2021-12-30666,691
Net shortfall amortization installment of oustanding balance2021-12-300
Waiver amortization installment2021-12-300
Total funding amount beforereflecting carryover/prefunding balances2021-12-300
Carryover balance elected to use to offset funding requirement2021-12-300
Prefunding balance elected to use to offset funding requirement2021-12-300
Additional cash requirement2021-12-300
Contributions allocatedtoward minimum required contributions for current year2021-12-30665,792
Unpaid minimum required contributions for current year2021-12-300
Unpaid minimum required contributions for all years2021-12-300
2020: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-12-31198
Total number of active participants reported on line 7a of the Form 55002020-12-3184
Number of retired or separated participants receiving benefits2020-12-3180
Number of other retired or separated participants entitled to future benefits2020-12-3124
Total of all active and inactive participants2020-12-31188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-12-319
Total participants2020-12-31197
Number of participants with account balances2020-12-310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-12-310
Market value of plan assets2020-12-3029,489,626
Acturial value of plan assets2020-12-3029,489,626
Funding target for retired participants and beneficiaries receiving payment2020-12-309,048,761
Number of terminated vested participants2020-12-3025
Fundng target for terminated vested participants2020-12-301,217,977
Active participant vested funding target2020-12-309,451,617
Number of active participants2020-12-3092
Total funding liabilities for active participants2020-12-309,451,617
Total participant count2020-12-30200
Total funding target for all participants2020-12-3019,718,355
Balance at beginning of prior year after applicable adjustments2020-12-300
Prefunding balance at beginning of prior year after applicable adjustments2020-12-307,016,112
Amount remaining of carryover balance2020-12-300
Amount remaining of prefunding balance2020-12-307,016,112
Present value of excess contributions2020-12-30608
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-30643
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-300
Reductions in caryover balances due to elections or deemed elections2020-12-300
Reductions in prefunding balances due to elections or deemed elections2020-12-300
Balance of carryovers at beginning of current year2020-12-300
Balance of prefunding at beginning of current year2020-12-308,224,988
Total employer contributions2020-12-30600,000
Total employee contributions2020-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-300
Contributions made to avoid restrictions adjusted to valuation date2020-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-30574,368
Unpaid minimum required contributions for all prior years2020-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-300
Remaining amount of unpaid minimum required contributions2020-12-300
Minimum required contributions for current year target normal cost2020-12-30760,886
Net shortfall amortization installment of oustanding balance2020-12-300
Waiver amortization installment2020-12-300
Total funding amount beforereflecting carryover/prefunding balances2020-12-300
Additional cash requirement2020-12-300
Contributions allocatedtoward minimum required contributions for current year2020-12-30574,368
Unpaid minimum required contributions for current year2020-12-300
Unpaid minimum required contributions for all years2020-12-300
2019: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-12-31206
Total number of active participants reported on line 7a of the Form 55002019-12-3188
Number of retired or separated participants receiving benefits2019-12-3180
Number of other retired or separated participants entitled to future benefits2019-12-3129
Total of all active and inactive participants2019-12-31197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-12-319
Total participants2019-12-31206
Number of participants with account balances2019-12-310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-12-310
Market value of plan assets2019-12-3025,925,377
Acturial value of plan assets2019-12-3025,925,377
Funding target for retired participants and beneficiaries receiving payment2019-12-308,181,175
Number of terminated vested participants2019-12-3026
Fundng target for terminated vested participants2019-12-301,251,035
Active participant vested funding target2019-12-309,477,055
Number of active participants2019-12-3099
Total funding liabilities for active participants2019-12-309,477,055
Total participant count2019-12-30200
Total funding target for all participants2019-12-3018,909,265
Balance at beginning of prior year after applicable adjustments2019-12-30348,950
Prefunding balance at beginning of prior year after applicable adjustments2019-12-307,771,071
Amount remaining of carryover balance2019-12-30348,950
Amount remaining of prefunding balance2019-12-307,771,071
Present value of excess contributions2019-12-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-300
Reductions in caryover balances due to elections or deemed elections2019-12-30338,098
Reductions in prefunding balances due to elections or deemed elections2019-12-30513,279
Balance of carryovers at beginning of current year2019-12-300
Balance of prefunding at beginning of current year2019-12-307,016,112
Total employer contributions2019-12-30600,000
Total employee contributions2019-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-300
Contributions made to avoid restrictions adjusted to valuation date2019-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-30579,072
Unpaid minimum required contributions for all prior years2019-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-300
Remaining amount of unpaid minimum required contributions2019-12-300
Minimum required contributions for current year target normal cost2019-12-30578,464
Net shortfall amortization installment of oustanding balance2019-12-300
Waiver amortization installment2019-12-300
Total funding amount beforereflecting carryover/prefunding balances2019-12-30578,464
Additional cash requirement2019-12-30578,464
Contributions allocatedtoward minimum required contributions for current year2019-12-30579,072
Unpaid minimum required contributions for current year2019-12-300
Unpaid minimum required contributions for all years2019-12-300
2018: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-12-31200
Total number of active participants reported on line 7a of the Form 55002018-12-3192
Number of retired or separated participants receiving benefits2018-12-3175
Number of other retired or separated participants entitled to future benefits2018-12-3125
Total of all active and inactive participants2018-12-31192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-12-317
Total participants2018-12-31199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-12-310
Market value of plan assets2018-12-3027,323,903
Acturial value of plan assets2018-12-3027,323,903
Funding target for retired participants and beneficiaries receiving payment2018-12-307,693,176
Number of terminated vested participants2018-12-3023
Fundng target for terminated vested participants2018-12-30607,424
Active participant vested funding target2018-12-308,511,926
Number of active participants2018-12-30105
Total funding liabilities for active participants2018-12-308,511,926
Total participant count2018-12-30201
Total funding target for all participants2018-12-3016,812,526
Balance at beginning of prior year after applicable adjustments2018-12-30311,897
Prefunding balance at beginning of prior year after applicable adjustments2018-12-305,357,236
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-300
Prefunding balanced used to offset prior years funding requirement2018-12-300
Amount remaining of carryover balance2018-12-30311,897
Amount remaining of prefunding balance2018-12-305,357,236
Present value of excess contributions2018-12-303,481,298
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-303,695,398
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-301,777,395
Reductions in caryover balances due to elections or deemed elections2018-12-300
Reductions in prefunding balances due to elections or deemed elections2018-12-300
Balance of carryovers at beginning of current year2018-12-30348,950
Balance of prefunding at beginning of current year2018-12-307,771,071
Total employer contributions2018-12-300
Total employee contributions2018-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-300
Contributions made to avoid restrictions adjusted to valuation date2018-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-300
Unpaid minimum required contributions for all prior years2018-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-300
Remaining amount of unpaid minimum required contributions2018-12-300
Minimum required contributions for current year target normal cost2018-12-30554,221
Net shortfall amortization installment of oustanding balance2018-12-300
Waiver amortization installment2018-12-300
Total funding amount beforereflecting carryover/prefunding balances2018-12-300
Additional cash requirement2018-12-300
Contributions allocatedtoward minimum required contributions for current year2018-12-300
Unpaid minimum required contributions for current year2018-12-300
Unpaid minimum required contributions for all years2018-12-300
2017: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-12-31201
Total number of active participants reported on line 7a of the Form 55002017-12-3199
Number of retired or separated participants receiving benefits2017-12-3168
Number of other retired or separated participants entitled to future benefits2017-12-3126
Total of all active and inactive participants2017-12-31193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-12-317
Total participants2017-12-31200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-12-310
Market value of plan assets2017-12-3021,761,580
Acturial value of plan assets2017-12-3021,761,580
Funding target for retired participants and beneficiaries receiving payment2017-12-307,433,575
Number of terminated vested participants2017-12-3032
Fundng target for terminated vested participants2017-12-30694,673
Active participant vested funding target2017-12-307,964,199
Number of active participants2017-12-30114
Total funding liabilities for active participants2017-12-307,964,199
Total participant count2017-12-30216
Total funding target for all participants2017-12-3016,092,447
Balance at beginning of prior year after applicable adjustments2017-12-30295,749
Prefunding balance at beginning of prior year after applicable adjustments2017-12-304,966,618
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-300
Prefunding balanced used to offset prior years funding requirement2017-12-300
Amount remaining of carryover balance2017-12-30295,749
Amount remaining of prefunding balance2017-12-304,966,618
Present value of excess contributions2017-12-30955,425
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-301,016,190
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-30119,441
Reductions in prefunding balances due to elections or deemed elections2017-12-300
Balance of carryovers at beginning of current year2017-12-30311,897
Balance of prefunding at beginning of current year2017-12-305,357,236
Total employer contributions2017-12-304,500,000
Total employee contributions2017-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-300
Contributions made to avoid restrictions adjusted to valuation date2017-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-304,187,272
Unpaid minimum required contributions for all prior years2017-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-300
Remaining amount of unpaid minimum required contributions2017-12-300
Minimum required contributions for current year target normal cost2017-12-30705,974
Net shortfall amortization installment of oustanding balance2017-12-300
Waiver amortization installment2017-12-300
Waived amount of outstanding balance2017-12-300
Total funding amount beforereflecting carryover/prefunding balances2017-12-30705,974
Additional cash requirement2017-12-30705,974
Contributions allocatedtoward minimum required contributions for current year2017-12-304,187,272
Unpaid minimum required contributions for current year2017-12-300
Unpaid minimum required contributions for all years2017-12-300
2016: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-31216
Total number of active participants reported on line 7a of the Form 55002016-12-31105
Number of retired or separated participants receiving benefits2016-12-3166
Number of other retired or separated participants entitled to future benefits2016-12-3123
Total of all active and inactive participants2016-12-31194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-317
Total participants2016-12-31201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-12-310
2015: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-31263
Total number of active participants reported on line 7a of the Form 55002015-12-31114
Number of retired or separated participants receiving benefits2015-12-3164
Number of other retired or separated participants entitled to future benefits2015-12-3132
Total of all active and inactive participants2015-12-31210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-316
Total participants2015-12-31216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-310
2014: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-31265
Total number of active participants reported on line 7a of the Form 55002014-12-31121
Number of retired or separated participants receiving benefits2014-12-3158
Number of other retired or separated participants entitled to future benefits2014-12-3177
Total of all active and inactive participants2014-12-31256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-317
Total participants2014-12-31263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-310
2013: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-12-31266
Total number of active participants reported on line 7a of the Form 55002013-12-31136
Number of retired or separated participants receiving benefits2013-12-3154
Number of other retired or separated participants entitled to future benefits2013-12-3169
Total of all active and inactive participants2013-12-31259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-316
Total participants2013-12-31265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-311
2012: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-12-31267
Total number of active participants reported on line 7a of the Form 55002012-12-31146
Number of retired or separated participants receiving benefits2012-12-3149
Number of other retired or separated participants entitled to future benefits2012-12-3166
Total of all active and inactive participants2012-12-31261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-315
Total participants2012-12-31266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-310
2011: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-12-31273
Total number of active participants reported on line 7a of the Form 55002011-12-31154
Number of retired or separated participants receiving benefits2011-12-3145
Number of other retired or separated participants entitled to future benefits2011-12-3164
Total of all active and inactive participants2011-12-31263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-314
Total participants2011-12-31267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-312
2010: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-12-31273
Total number of active participants reported on line 7a of the Form 55002010-12-31163
Number of retired or separated participants receiving benefits2010-12-3144
Number of other retired or separated participants entitled to future benefits2010-12-3162
Total of all active and inactive participants2010-12-31269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-12-312
Total participants2010-12-31271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-12-313
2009: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-12-31270
Total number of active participants reported on line 7a of the Form 55002009-12-31173
Number of retired or separated participants receiving benefits2009-12-3138
Number of other retired or separated participants entitled to future benefits2009-12-3154
Total of all active and inactive participants2009-12-31265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-313
Total participants2009-12-31268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-316

Financial Data on MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN

Measure Date Value
2022 : MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-30$0
Total income from all sources (including contributions)2022-12-30$-6,735,663
Total loss/gain on sale of assets2022-12-30$0
Total of all expenses incurred2022-12-30$1,019,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-30$890,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-30$700,000
Value of total assets at end of year2022-12-30$27,339,858
Value of total assets at beginning of year2022-12-30$35,094,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-30$128,579
Total interest from all sources2022-12-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-30$377,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-30$377,469
Was this plan covered by a fidelity bond2022-12-30Yes
Value of fidelity bond cover2022-12-30$1,250,000
If this is an individual account plan, was there a blackout period2022-12-30No
Were there any nonexempt tranactions with any party-in-interest2022-12-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-30No
Value of net income/loss2022-12-30$-7,754,986
Value of net assets at end of year (total assets less liabilities)2022-12-30$27,339,858
Value of net assets at beginning of year (total assets less liabilities)2022-12-30$35,094,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-30No
Were any leases to which the plan was party in default or uncollectible2022-12-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-30$12,457,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-30$14,825,590
Value of interest in pooled separate accounts at end of year2022-12-30$14,882,170
Value of interest in pooled separate accounts at beginning of year2022-12-30$20,269,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-30$-2,983,228
Net investment gain/loss from pooled separate accounts2022-12-30$-4,829,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-30No
Was there a failure to transmit to the plan any participant contributions2022-12-30No
Has the plan failed to provide any benefit when due under the plan2022-12-30No
Contributions received in cash from employer2022-12-30$700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-30$890,744
Contract administrator fees2022-12-30$128,579
Did the plan have assets held for investment2022-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-30No
Opinion of an independent qualified public accountant for this plan2022-12-30Unqualified
Accountancy firm name2022-12-30BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2022-12-30251644156
2021 : MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-30$0
Total income from all sources (including contributions)2021-12-30$2,770,831
Total loss/gain on sale of assets2021-12-30$0
Total of all expenses incurred2021-12-30$936,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-30$848,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-30$700,000
Value of total assets at end of year2021-12-30$35,094,844
Value of total assets at beginning of year2021-12-30$33,260,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-30$87,298
Total interest from all sources2021-12-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-30$245,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-30$245,402
Was this plan covered by a fidelity bond2021-12-30Yes
Value of fidelity bond cover2021-12-30$1,250,000
If this is an individual account plan, was there a blackout period2021-12-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-30$0
Were there any nonexempt tranactions with any party-in-interest2021-12-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-30No
Value of net income/loss2021-12-30$1,834,729
Value of net assets at end of year (total assets less liabilities)2021-12-30$35,094,844
Value of net assets at beginning of year (total assets less liabilities)2021-12-30$33,260,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-30No
Were any leases to which the plan was party in default or uncollectible2021-12-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-30$14,825,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-30$33,260,115
Value of interest in pooled separate accounts at end of year2021-12-30$20,269,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-30$810,621
Net investment gain/loss from pooled separate accounts2021-12-30$1,014,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-30Yes
Was there a failure to transmit to the plan any participant contributions2021-12-30No
Has the plan failed to provide any benefit when due under the plan2021-12-30No
Contributions received in cash from employer2021-12-30$700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-30$848,804
Contract administrator fees2021-12-30$87,298
Did the plan have assets held for investment2021-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-30No
Opinion of an independent qualified public accountant for this plan2021-12-30Unqualified
Accountancy firm name2021-12-30BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2021-12-30251644156
2020 : MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-30$0
Total unrealized appreciation/depreciation of assets2020-12-30$0
Total transfer of assets to this plan2020-12-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-30$0
Expenses. Interest paid2020-12-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-30$0
Total income from all sources (including contributions)2020-12-30$4,555,208
Total loss/gain on sale of assets2020-12-30$0
Total of all expenses incurred2020-12-30$784,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-30$784,719
Value of total corrective distributions2020-12-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-30$600,000
Value of total assets at end of year2020-12-30$33,260,115
Value of total assets at beginning of year2020-12-30$29,489,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-30$0
Total income from rents2020-12-30$0
Total interest from all sources2020-12-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-30$0
Administrative expenses professional fees incurred2020-12-30$0
Was this plan covered by a fidelity bond2020-12-30Yes
Value of fidelity bond cover2020-12-30$1,250,000
Were there any nonexempt tranactions with any party-in-interest2020-12-30No
Amount of non-exempt transactions with any party-in-interest2020-12-30$0
Contributions received from participants2020-12-30$0
Participant contributions at end of year2020-12-30$0
Participant contributions at beginning of year2020-12-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-30$0
Other income not declared elsewhere2020-12-30$0
Administrative expenses (other) incurred2020-12-30$0
Liabilities. Value of operating payables at beginning of year2020-12-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-30No
Income. Non cash contributions2020-12-30$0
Value of net income/loss2020-12-30$3,770,489
Value of net assets at end of year (total assets less liabilities)2020-12-30$33,260,115
Value of net assets at beginning of year (total assets less liabilities)2020-12-30$29,489,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-30$0
Were any leases to which the plan was party in default or uncollectible2020-12-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-30$0
Investment advisory and management fees2020-12-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-30$33,260,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-30$29,489,626
Value of interest in pooled separate accounts at end of year2020-12-30$0
Value of interest in pooled separate accounts at beginning of year2020-12-30$0
Income. Interest from loans (other than to participants)2020-12-30$0
Interest earned on other investments2020-12-30$0
Income. Interest from US Government securities2020-12-30$0
Income. Interest from corporate debt instruments2020-12-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-30$0
Net investment gain/loss from pooled separate accounts2020-12-30$3,955,208
Net investment gain or loss from common/collective trusts2020-12-30$0
Net gain/loss from 103.12 investment entities2020-12-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-30No
Was there a failure to transmit to the plan any participant contributions2020-12-30No
Has the plan failed to provide any benefit when due under the plan2020-12-30No
Contributions received in cash from employer2020-12-30$600,000
Employer contributions (assets) at end of year2020-12-30$0
Employer contributions (assets) at beginning of year2020-12-30$0
Income. Dividends from preferred stock2020-12-30$0
Income. Dividends from common stock2020-12-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-30$784,719
Contract administrator fees2020-12-30$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-30$0
Did the plan have assets held for investment2020-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-30No
Aggregate proceeds on sale of assets2020-12-30$0
Aggregate carrying amount (costs) on sale of assets2020-12-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-12-30Yes
Opinion of an independent qualified public accountant for this plan2020-12-30Disclaimer
Accountancy firm name2020-12-30BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2020-12-30251644156
2019 : MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-30$0
Total income from all sources (including contributions)2019-12-30$4,951,084
Total loss/gain on sale of assets2019-12-30$0
Total of all expenses incurred2019-12-30$1,386,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-30$1,386,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-30$600,000
Value of total assets at end of year2019-12-30$29,489,626
Value of total assets at beginning of year2019-12-30$25,925,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-30$0
Total interest from all sources2019-12-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-30No
Was this plan covered by a fidelity bond2019-12-30Yes
Value of fidelity bond cover2019-12-30$1,250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-30$0
Were there any nonexempt tranactions with any party-in-interest2019-12-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-30No
Value of net income/loss2019-12-30$3,564,249
Value of net assets at end of year (total assets less liabilities)2019-12-30$29,489,626
Value of net assets at beginning of year (total assets less liabilities)2019-12-30$25,925,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-30No
Were any leases to which the plan was party in default or uncollectible2019-12-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-30$29,489,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-30$25,925,377
Net investment gain/loss from pooled separate accounts2019-12-30$4,351,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-30No
Was there a failure to transmit to the plan any participant contributions2019-12-30No
Has the plan failed to provide any benefit when due under the plan2019-12-30No
Contributions received in cash from employer2019-12-30$600,000
Employer contributions (assets) at end of year2019-12-30$0
Employer contributions (assets) at beginning of year2019-12-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-30$1,386,835
Did the plan have assets held for investment2019-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-30Yes
Opinion of an independent qualified public accountant for this plan2019-12-30Disclaimer
Accountancy firm name2019-12-30BROWN SHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2019-12-30251644156
2018 : MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-30$0
Total income from all sources (including contributions)2018-12-30$-796,857
Total loss/gain on sale of assets2018-12-30$0
Total of all expenses incurred2018-12-30$683,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-30$683,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-30$0
Value of total assets at end of year2018-12-30$25,925,377
Value of total assets at beginning of year2018-12-30$27,406,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-30$0
Total interest from all sources2018-12-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-30No
Was this plan covered by a fidelity bond2018-12-30Yes
Value of fidelity bond cover2018-12-30$1,250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-30$0
Were there any nonexempt tranactions with any party-in-interest2018-12-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-30No
Value of net income/loss2018-12-30$-1,480,826
Value of net assets at end of year (total assets less liabilities)2018-12-30$25,925,377
Value of net assets at beginning of year (total assets less liabilities)2018-12-30$27,406,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-30No
Were any leases to which the plan was party in default or uncollectible2018-12-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-30$25,925,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-30$25,406,203
Net investment gain/loss from pooled separate accounts2018-12-30$-796,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-30No
Was there a failure to transmit to the plan any participant contributions2018-12-30No
Has the plan failed to provide any benefit when due under the plan2018-12-30No
Employer contributions (assets) at end of year2018-12-30$0
Employer contributions (assets) at beginning of year2018-12-30$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-30$683,969
Did the plan have assets held for investment2018-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-30Yes
Opinion of an independent qualified public accountant for this plan2018-12-30Disclaimer
Accountancy firm name2018-12-30BROWN SHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2018-12-30251644156
2017 : MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-30$0
Total income from all sources (including contributions)2017-12-30$7,080,186
Total loss/gain on sale of assets2017-12-30$0
Total of all expenses incurred2017-12-30$1,435,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-30$1,435,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-30$4,500,000
Value of total assets at end of year2017-12-30$27,406,203
Value of total assets at beginning of year2017-12-30$21,761,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-30$0
Total interest from all sources2017-12-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-30No
Was this plan covered by a fidelity bond2017-12-30Yes
Value of fidelity bond cover2017-12-30$1,250,000
Were there any nonexempt tranactions with any party-in-interest2017-12-30No
Other income not declared elsewhere2017-12-30$1,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-30No
Value of net income/loss2017-12-30$5,644,623
Value of net assets at end of year (total assets less liabilities)2017-12-30$27,406,203
Value of net assets at beginning of year (total assets less liabilities)2017-12-30$21,761,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-30No
Were any leases to which the plan was party in default or uncollectible2017-12-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-30$25,406,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-30$21,761,580
Net investment gain/loss from pooled separate accounts2017-12-30$2,578,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-30No
Was there a failure to transmit to the plan any participant contributions2017-12-30No
Has the plan failed to provide any benefit when due under the plan2017-12-30No
Contributions received in cash from employer2017-12-30$4,500,000
Employer contributions (assets) at end of year2017-12-30$2,000,000
Employer contributions (assets) at beginning of year2017-12-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-30$1,435,563
Did the plan have assets held for investment2017-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-30Yes
Opinion of an independent qualified public accountant for this plan2017-12-30Disclaimer
Accountancy firm name2017-12-30BROWN SHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2017-12-30251644156
2016 : MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-30$0
Total income from all sources (including contributions)2016-12-30$2,146,694
Total loss/gain on sale of assets2016-12-30$0
Total of all expenses incurred2016-12-30$2,601,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-30$2,599,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-30$1,000,000
Value of total assets at end of year2016-12-30$21,761,580
Value of total assets at beginning of year2016-12-30$22,216,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-30$1,840
Total interest from all sources2016-12-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-30No
Was this plan covered by a fidelity bond2016-12-30Yes
Value of fidelity bond cover2016-12-30$1,250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-30$0
Were there any nonexempt tranactions with any party-in-interest2016-12-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-30No
Value of net income/loss2016-12-30$-454,555
Value of net assets at end of year (total assets less liabilities)2016-12-30$21,761,580
Value of net assets at beginning of year (total assets less liabilities)2016-12-30$22,216,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-30No
Were any leases to which the plan was party in default or uncollectible2016-12-30No
Investment advisory and management fees2016-12-30$1,840
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-30$21,761,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-30$0
Value of interest in pooled separate accounts at end of year2016-12-30$0
Value of interest in pooled separate accounts at beginning of year2016-12-30$22,216,135
Net investment gain/loss from pooled separate accounts2016-12-30$1,146,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-30Yes
Was there a failure to transmit to the plan any participant contributions2016-12-30No
Has the plan failed to provide any benefit when due under the plan2016-12-30No
Contributions received in cash from employer2016-12-30$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-30$2,599,409
Did the plan have assets held for investment2016-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-30Yes
Opinion of an independent qualified public accountant for this plan2016-12-30Disclaimer
Accountancy firm name2016-12-30BROWN SHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2016-12-30251644156
2015 : MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-30$0
Total income from all sources (including contributions)2015-12-30$752,486
Total loss/gain on sale of assets2015-12-30$0
Total of all expenses incurred2015-12-30$475,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-30$475,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-30$1,000,000
Value of total assets at end of year2015-12-30$22,216,135
Value of total assets at beginning of year2015-12-30$21,938,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-30$0
Total interest from all sources2015-12-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-30No
Was this plan covered by a fidelity bond2015-12-30Yes
Value of fidelity bond cover2015-12-30$1,250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-30$0
Were there any nonexempt tranactions with any party-in-interest2015-12-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-30No
Value of net income/loss2015-12-30$277,240
Value of net assets at end of year (total assets less liabilities)2015-12-30$22,216,135
Value of net assets at beginning of year (total assets less liabilities)2015-12-30$21,938,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-30No
Were any leases to which the plan was party in default or uncollectible2015-12-30No
Value of interest in pooled separate accounts at end of year2015-12-30$22,216,135
Value of interest in pooled separate accounts at beginning of year2015-12-30$21,938,895
Net investment gain/loss from pooled separate accounts2015-12-30$-247,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-30No
Was there a failure to transmit to the plan any participant contributions2015-12-30No
Has the plan failed to provide any benefit when due under the plan2015-12-30No
Contributions received in cash from employer2015-12-30$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-30$475,246
Did the plan have assets held for investment2015-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-30Yes
Opinion of an independent qualified public accountant for this plan2015-12-30Disclaimer
Accountancy firm name2015-12-30BROWN SHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2015-12-30251644156
2014 : MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-30$0
Total income from all sources (including contributions)2014-12-30$2,753,917
Total loss/gain on sale of assets2014-12-30$0
Total of all expenses incurred2014-12-30$380,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-30$380,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-30$1,000,000
Value of total assets at end of year2014-12-30$21,938,895
Value of total assets at beginning of year2014-12-30$19,565,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-30$0
Total interest from all sources2014-12-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-30No
Was this plan covered by a fidelity bond2014-12-30Yes
Value of fidelity bond cover2014-12-30$1,250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-30$0
Were there any nonexempt tranactions with any party-in-interest2014-12-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-30No
Value of net income/loss2014-12-30$2,373,333
Value of net assets at end of year (total assets less liabilities)2014-12-30$21,938,895
Value of net assets at beginning of year (total assets less liabilities)2014-12-30$19,565,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-30No
Were any leases to which the plan was party in default or uncollectible2014-12-30No
Value of interest in pooled separate accounts at end of year2014-12-30$21,938,895
Value of interest in pooled separate accounts at beginning of year2014-12-30$19,565,562
Net investment gain/loss from pooled separate accounts2014-12-30$1,753,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-30No
Was there a failure to transmit to the plan any participant contributions2014-12-30No
Has the plan failed to provide any benefit when due under the plan2014-12-30No
Contributions received in cash from employer2014-12-30$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-30$380,584
Did the plan have assets held for investment2014-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-30Yes
Opinion of an independent qualified public accountant for this plan2014-12-30Disclaimer
Accountancy firm name2014-12-30BROWN SHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2014-12-30251644156
2013 : MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-30$0
Total income from all sources (including contributions)2013-12-30$2,355,343
Total loss/gain on sale of assets2013-12-30$0
Total of all expenses incurred2013-12-30$293,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-30$293,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-30$1,000,000
Value of total assets at end of year2013-12-30$19,565,562
Value of total assets at beginning of year2013-12-30$17,504,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-30$0
Total interest from all sources2013-12-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-30No
Was this plan covered by a fidelity bond2013-12-30Yes
Value of fidelity bond cover2013-12-30$1,250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-30$0
Were there any nonexempt tranactions with any party-in-interest2013-12-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-30No
Value of net income/loss2013-12-30$2,061,555
Value of net assets at end of year (total assets less liabilities)2013-12-30$19,565,562
Value of net assets at beginning of year (total assets less liabilities)2013-12-30$17,504,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-30No
Were any leases to which the plan was party in default or uncollectible2013-12-30No
Value of interest in pooled separate accounts at end of year2013-12-30$19,565,562
Value of interest in pooled separate accounts at beginning of year2013-12-30$17,504,007
Net investment gain/loss from pooled separate accounts2013-12-30$1,355,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-30Yes
Was there a failure to transmit to the plan any participant contributions2013-12-30No
Has the plan failed to provide any benefit when due under the plan2013-12-30No
Contributions received in cash from employer2013-12-30$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-30$293,788
Did the plan have assets held for investment2013-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-30Yes
Opinion of an independent qualified public accountant for this plan2013-12-30Disclaimer
Accountancy firm name2013-12-30BROWN SHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2013-12-30251644156
2012 : MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-30$0
Total income from all sources (including contributions)2012-12-30$2,755,332
Total loss/gain on sale of assets2012-12-30$0
Total of all expenses incurred2012-12-30$267,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-30$267,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-30$1,000,000
Value of total assets at end of year2012-12-30$17,504,007
Value of total assets at beginning of year2012-12-30$15,016,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-30$0
Total interest from all sources2012-12-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-30No
Was this plan covered by a fidelity bond2012-12-30Yes
Value of fidelity bond cover2012-12-30$1,250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-30$0
Were there any nonexempt tranactions with any party-in-interest2012-12-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-30No
Value of net income/loss2012-12-30$2,487,683
Value of net assets at end of year (total assets less liabilities)2012-12-30$17,504,007
Value of net assets at beginning of year (total assets less liabilities)2012-12-30$15,016,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-30No
Were any leases to which the plan was party in default or uncollectible2012-12-30No
Value of interest in pooled separate accounts at end of year2012-12-30$17,504,007
Value of interest in pooled separate accounts at beginning of year2012-12-30$15,016,324
Net investment gain/loss from pooled separate accounts2012-12-30$1,755,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-30No
Was there a failure to transmit to the plan any participant contributions2012-12-30No
Has the plan failed to provide any benefit when due under the plan2012-12-30No
Contributions received in cash from employer2012-12-30$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-30$267,649
Did the plan have assets held for investment2012-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-30Yes
Opinion of an independent qualified public accountant for this plan2012-12-30Disclaimer
Accountancy firm name2012-12-30BROWN SHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2012-12-30251644156
2011 : MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-30$0
Total income from all sources (including contributions)2011-12-30$884,239
Total loss/gain on sale of assets2011-12-30$0
Total of all expenses incurred2011-12-30$249,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-30$249,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-30$600,000
Value of total assets at end of year2011-12-30$15,016,324
Value of total assets at beginning of year2011-12-30$14,381,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-30$0
Total interest from all sources2011-12-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-30No
Was this plan covered by a fidelity bond2011-12-30Yes
Value of fidelity bond cover2011-12-30$4,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-30$0
Were there any nonexempt tranactions with any party-in-interest2011-12-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-30No
Value of net income/loss2011-12-30$634,842
Value of net assets at end of year (total assets less liabilities)2011-12-30$15,016,324
Value of net assets at beginning of year (total assets less liabilities)2011-12-30$14,381,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-30No
Were any leases to which the plan was party in default or uncollectible2011-12-30No
Value of interest in pooled separate accounts at end of year2011-12-30$15,016,324
Value of interest in pooled separate accounts at beginning of year2011-12-30$14,381,482
Net investment gain/loss from pooled separate accounts2011-12-30$284,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-30Yes
Was there a failure to transmit to the plan any participant contributions2011-12-30No
Has the plan failed to provide any benefit when due under the plan2011-12-30No
Contributions received in cash from employer2011-12-30$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-30$249,397
Did the plan have assets held for investment2011-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-30Yes
Opinion of an independent qualified public accountant for this plan2011-12-30Disclaimer
Accountancy firm name2011-12-30BROWN SHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2011-12-30251644156
2010 : MUTUAL BENEFIT 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 securities2010-12-30$0

Form 5500 Responses for MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN

2022: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2022 form 5500 responses
2022-12-31Type of plan entitySingle employer plan
2022-12-31This submission is the final filingNo
2022-12-31This return/report is a short plan year return/report (less than 12 months)No
2022-12-31Plan is a collectively bargained planNo
2022-12-31Plan funding arrangement – InsuranceYes
2022-12-31Plan funding arrangement – TrustYes
2022-12-31Plan benefit arrangement – InsuranceYes
2022-12-31Plan benefit arrangement - TrustYes
2021: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2021 form 5500 responses
2021-12-31Type of plan entitySingle employer plan
2021-12-31This submission is the final filingNo
2021-12-31This return/report is a short plan year return/report (less than 12 months)No
2021-12-31Plan is a collectively bargained planNo
2021-12-31Plan funding arrangement – InsuranceYes
2021-12-31Plan funding arrangement – TrustYes
2021-12-31Plan benefit arrangement – InsuranceYes
2021-12-31Plan benefit arrangement - TrustYes
2020: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2020 form 5500 responses
2020-12-31Type of plan entitySingle employer plan
2020-12-31This submission is the final filingNo
2020-12-31This return/report is a short plan year return/report (less than 12 months)No
2020-12-31Plan is a collectively bargained planNo
2020-12-31Plan funding arrangement – InsuranceYes
2020-12-31Plan funding arrangement – TrustYes
2020-12-31Plan benefit arrangement – InsuranceYes
2020-12-31Plan benefit arrangement - TrustYes
2019: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2019 form 5500 responses
2019-12-31Type of plan entitySingle employer plan
2019-12-31This submission is the final filingNo
2019-12-31This return/report is a short plan year return/report (less than 12 months)No
2019-12-31Plan is a collectively bargained planNo
2019-12-31Plan funding arrangement – InsuranceYes
2019-12-31Plan benefit arrangement – InsuranceYes
2018: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2018 form 5500 responses
2018-12-31Type of plan entitySingle employer plan
2018-12-31Submission has been amendedNo
2018-12-31This submission is the final filingNo
2018-12-31This return/report is a short plan year return/report (less than 12 months)No
2018-12-31Plan is a collectively bargained planNo
2018-12-31Plan funding arrangement – InsuranceYes
2018-12-31Plan benefit arrangement – InsuranceYes
2017: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2017 form 5500 responses
2017-12-31Type of plan entitySingle employer plan
2017-12-31Submission has been amendedNo
2017-12-31This submission is the final filingNo
2017-12-31This return/report is a short plan year return/report (less than 12 months)No
2017-12-31Plan is a collectively bargained planNo
2017-12-31Plan funding arrangement – InsuranceYes
2017-12-31Plan benefit arrangement – InsuranceYes
2016: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2016 form 5500 responses
2016-12-31Type of plan entitySingle employer plan
2016-12-31Submission has been amendedNo
2016-12-31This submission is the final filingNo
2016-12-31This return/report is a short plan year return/report (less than 12 months)No
2016-12-31Plan is a collectively bargained planNo
2016-12-31Plan funding arrangement – InsuranceYes
2016-12-31Plan benefit arrangement – InsuranceYes
2015: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2015 form 5500 responses
2015-12-31Type of plan entitySingle employer plan
2015-12-31Submission has been amendedNo
2015-12-31This submission is the final filingNo
2015-12-31This return/report is a short plan year return/report (less than 12 months)No
2015-12-31Plan is a collectively bargained planNo
2015-12-31Plan funding arrangement – InsuranceYes
2015-12-31Plan benefit arrangement – InsuranceYes
2014: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2014 form 5500 responses
2014-12-31Type of plan entitySingle employer plan
2014-12-31Submission has been amendedNo
2014-12-31This submission is the final filingNo
2014-12-31This return/report is a short plan year return/report (less than 12 months)No
2014-12-31Plan is a collectively bargained planNo
2014-12-31Plan funding arrangement – InsuranceYes
2014-12-31Plan benefit arrangement – InsuranceYes
2013: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2013 form 5500 responses
2013-12-31Type of plan entitySingle employer plan
2013-12-31Submission has been amendedNo
2013-12-31This submission is the final filingNo
2013-12-31This return/report is a short plan year return/report (less than 12 months)No
2013-12-31Plan is a collectively bargained planNo
2013-12-31Plan funding arrangement – InsuranceYes
2013-12-31Plan benefit arrangement – InsuranceYes
2012: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2012 form 5500 responses
2012-12-31Type of plan entitySingle employer plan
2012-12-31Submission has been amendedNo
2012-12-31This submission is the final filingNo
2012-12-31This return/report is a short plan year return/report (less than 12 months)No
2012-12-31Plan is a collectively bargained planNo
2012-12-31Plan funding arrangement – InsuranceYes
2012-12-31Plan benefit arrangement – InsuranceYes
2011: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2011 form 5500 responses
2011-12-31Type of plan entitySingle employer plan
2011-12-31Submission has been amendedNo
2011-12-31This submission is the final filingNo
2011-12-31This return/report is a short plan year return/report (less than 12 months)No
2011-12-31Plan is a collectively bargained planNo
2011-12-31Plan funding arrangement – InsuranceYes
2011-12-31Plan benefit arrangement – InsuranceYes
2010: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2010 form 5500 responses
2010-12-31Type of plan entitySingle employer plan
2010-12-31Submission has been amendedNo
2010-12-31This submission is the final filingNo
2010-12-31This return/report is a short plan year return/report (less than 12 months)No
2010-12-31Plan is a collectively bargained planNo
2010-12-31Plan funding arrangement – InsuranceYes
2010-12-31Plan benefit arrangement – InsuranceYes
2009: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2009 form 5500 responses
2009-12-31Type of plan entitySingle employer plan
2009-12-31Submission has been amendedNo
2009-12-31This submission is the final filingNo
2009-12-31This return/report is a short plan year return/report (less than 12 months)No
2009-12-31Plan is a collectively bargained planNo
2009-12-31Plan funding arrangement – InsuranceYes
2009-12-31Plan benefit arrangement – InsuranceYes
2008: MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN 2008 form 5500 responses
2008-12-31Type of plan entitySingle employer plan
2008-12-31Submission has been amendedNo
2008-12-31This submission is the final filingNo
2008-12-31This return/report is a short plan year return/report (less than 12 months)No
2008-12-31Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number821128
Policy instance 1
Insurance contract or identification number821128
Number of Individuals Covered196
Insurance policy start date2022-12-31
Insurance policy end date2023-12-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number821128
Policy instance 1
Insurance contract or identification number821128
Number of Individuals Covered197
Insurance policy start date2021-12-31
Insurance policy end date2022-12-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number821128
Policy instance 1
Insurance contract or identification number821128
Number of Individuals Covered197
Insurance policy start date2021-05-01
Insurance policy end date2021-12-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 10460
Policy instance 2
Insurance contract or identification numberSA 10460
Number of Individuals Covered0
Insurance policy start date2020-12-31
Insurance policy end date2021-05-25
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 10460
Policy instance 1
Insurance contract or identification numberSA 10460
Number of Individuals Covered206
Insurance policy start date2019-12-31
Insurance policy end date2020-12-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 10460
Policy instance 1
Insurance contract or identification numberSA 10460
Number of Individuals Covered0
Insurance policy start date2018-12-31
Insurance policy end date2019-12-30
Are there contracts with allocated funds for individual policies?0
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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 10460
Policy instance 1
Insurance contract or identification numberSA 10460
Number of Individuals Covered0
Insurance policy start date2017-12-31
Insurance policy end date2018-12-30
Are there contracts with allocated funds for individual policies?0
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?Yes
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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