Plan Name | MIDLAND GUARDIAN CO. SALARIED EMPLOYEES 401(K) SAVINGS PLAN AND TRUST |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | MIDLAND-GUARDIAN CO. |
Employer identification number (EIN): | 310626204 |
NAIC Classification: | 524150 |
Additional information about MIDLAND-GUARDIAN CO.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1952-08-27 |
Company Identification Number: | 229369 |
Legal Registered Office Address: |
7000 MIDLAND BOULEVARD - AMELIA United States of America (USA) 45102 |
More information about MIDLAND-GUARDIAN CO.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2011-01-01 | ANTHONY DIRKSING | |||
002 | 2010-01-01 | MATT MCCONNELL | MATT MCCONNELL | 2011-10-14 | |
002 | 2009-01-01 | MATT MCCONNELL | MATT MCCONNELL | 2010-10-15 |
Measure | Date | Value |
---|---|---|
2011: MIDLAND GUARDIAN CO. SALARIED EMPLOYEES 401(K) SAVINGS PLAN AND TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,539 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,357 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 216 |
Total of all active and inactive participants | 2011-01-01 | 1,573 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 1,573 |
Number of participants with account balances | 2011-01-01 | 1,284 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 26 |
2010: MIDLAND GUARDIAN CO. SALARIED EMPLOYEES 401(K) SAVINGS PLAN AND TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 1,548 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1,321 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 218 |
Total of all active and inactive participants | 2010-01-01 | 1,539 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 1,539 |
Number of participants with account balances | 2010-01-01 | 1,275 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 24 |
2009: MIDLAND GUARDIAN CO. SALARIED EMPLOYEES 401(K) SAVINGS PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,429 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,316 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 232 |
Total of all active and inactive participants | 2009-01-01 | 1,548 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 1,548 |
Number of participants with account balances | 2009-01-01 | 1,279 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 24 |
Measure | Date | Value |
---|---|---|
2011 : MIDLAND GUARDIAN CO. SALARIED EMPLOYEES 401(K) SAVINGS PLAN AND TRUST 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $6,049,973 |
Total loss/gain on sale of assets | 2011-12-31 | $186,181 |
Total of all expenses incurred | 2011-12-31 | $4,282,493 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $4,282,493 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $6,703,706 |
Value of total assets at end of year | 2011-12-31 | $71,229,564 |
Value of total assets at beginning of year | 2011-12-31 | $69,462,084 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $74,010 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,606,618 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,606,618 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $4,797,916 |
Participant contributions at end of year | 2011-12-31 | $1,909,142 |
Participant contributions at beginning of year | 2011-12-31 | $1,652,325 |
Participant contributions at end of year | 2011-12-31 | $157,685 |
Participant contributions at beginning of year | 2011-12-31 | $3,040 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $147,877 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $143,601 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $36,765 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $21,879 |
Other income not declared elsewhere | 2011-12-31 | $81,853 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,767,480 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $71,229,564 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $69,462,084 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $67,598,670 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $66,145,312 |
Interest on participant loans | 2011-12-31 | $74,010 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,467,859 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,639,528 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-2,622,331 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $19,936 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,757,913 |
Employer contributions (assets) at end of year | 2011-12-31 | $59,443 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $4,138,892 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | Yes |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $19,216,511 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $19,030,330 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BARNES DENNIG |
Accountancy firm EIN | 2011-12-31 | 311119890 |
2010 : MIDLAND GUARDIAN CO. SALARIED EMPLOYEES 401(K) SAVINGS PLAN AND TRUST 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $611,322 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $49,378 |
Total income from all sources (including contributions) | 2010-12-31 | $13,338,544 |
Total loss/gain on sale of assets | 2010-12-31 | $218,709 |
Total of all expenses incurred | 2010-12-31 | $7,887,109 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $7,887,109 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $6,794,805 |
Value of total assets at end of year | 2010-12-31 | $69,427,900 |
Value of total assets at beginning of year | 2010-12-31 | $64,637,165 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $83,871 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,045,216 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,045,216 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $4,582,153 |
Participant contributions at end of year | 2010-12-31 | $1,652,325 |
Participant contributions at beginning of year | 2010-12-31 | $1,732,634 |
Participant contributions at end of year | 2010-12-31 | $3,040 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $541,443 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $21,879 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $23,783 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $49,378 |
Other income not declared elsewhere | 2010-12-31 | $765 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $5,451,435 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $69,427,900 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $64,587,787 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $66,145,312 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $61,326,298 |
Interest on participant loans | 2010-12-31 | $83,871 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,605,344 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,554,450 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $5,171,267 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $23,911 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,671,209 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $7,887,109 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $17,203,730 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $16,985,021 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BARNES DENNIG |
Accountancy firm EIN | 2010-12-31 | 311119890 |
2009 : MIDLAND GUARDIAN CO. SALARIED EMPLOYEES 401(K) SAVINGS PLAN AND TRUST 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2011: MIDLAND GUARDIAN CO. SALARIED EMPLOYEES 401(K) SAVINGS PLAN AND TRUST 2011 form 5500 responses | ||
---|---|---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: MIDLAND GUARDIAN CO. SALARIED EMPLOYEES 401(K) SAVINGS PLAN AND TRUST 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: MIDLAND GUARDIAN CO. SALARIED EMPLOYEES 401(K) SAVINGS PLAN AND TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |