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OHIO FARMERS INSURANCE COMPANY PENSION PLAN 401k Plan overview

Plan NameOHIO FARMERS INSURANCE COMPANY PENSION PLAN
Plan identification number 001

OHIO FARMERS INSURANCE COMPANY PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

OHIO FARMERS INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:OHIO FARMERS INSURANCE COMPANY
Employer identification number (EIN):340438190
NAIC Classification:524150

Additional information about OHIO FARMERS INSURANCE COMPANY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1848-02-08
Company Identification Number: 2985
Legal Registered Office Address: -
-
-
United States of America (USA)
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More information about OHIO FARMERS INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OHIO FARMERS INSURANCE COMPANY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHRISTOPHER PATERAKIS
0012016-01-01CHRISTOPHER PATERAKIS
0012015-01-01CHRISTOPHER PATERAKIS
0012014-01-01CHRISTOPHER M PATERAKIS CHRISTOPHER M PATERAKIS2015-07-20
0012013-01-01BAMBI A. BESHIRE BAMBI A. BESHIRE2014-07-25
0012012-01-01BAMBI A. BESHIRE BAMBI A. BESHIRE2013-07-27
0012011-01-01BAMBI BESHIRE
0012010-01-01BAMBI A. BESHIRE BAMBI A. BESHIRE2011-07-28
0012009-01-01BAMBI A. BESHIRE BAMBI A. BESHIRE2010-08-02
0012009-01-01BAMBI A. BESHIRE BAMBI A. BESHIRE2010-08-02
0012009-01-01BAMBI A. BESHIRE BAMBI A. BESHIRE2010-08-02

Plan Statistics for OHIO FARMERS INSURANCE COMPANY PENSION PLAN

401k plan membership statisitcs for OHIO FARMERS INSURANCE COMPANY PENSION PLAN

Measure Date Value
2022: OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-31742,378,060
Acturial value of plan assets2022-12-31729,167,797
Funding target for retired participants and beneficiaries receiving payment2022-12-31190,658,781
Number of terminated vested participants2022-12-31450
Fundng target for terminated vested participants2022-12-3124,011,880
Active participant vested funding target2022-12-31170,214,870
Number of active participants2022-12-312,419
Total funding liabilities for active participants2022-12-31190,997,906
Total participant count2022-12-314,156
Total funding target for all participants2022-12-31405,668,567
Balance at beginning of prior year after applicable adjustments2022-12-312,380,484
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31107,311,906
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-312,380,484
Amount remaining of prefunding balance2022-12-31107,311,906
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-312,666,856
Balance of prefunding at beginning of current year2022-12-31120,221,528
Total employer contributions2022-12-3127,100,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3126,979,143
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3117,236,661
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-3126,979,143
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-013,933
Total number of active participants reported on line 7a of the Form 55002022-01-012,143
Number of retired or separated participants receiving benefits2022-01-011,199
Number of other retired or separated participants entitled to future benefits2022-01-01534
Total of all active and inactive participants2022-01-013,876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01124
Total participants2022-01-014,000
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31679,724,275
Acturial value of plan assets2021-12-31646,913,683
Funding target for retired participants and beneficiaries receiving payment2021-12-31177,160,679
Number of terminated vested participants2021-12-31383
Fundng target for terminated vested participants2021-12-3118,301,879
Active participant vested funding target2021-12-31159,047,046
Number of active participants2021-12-312,413
Total funding liabilities for active participants2021-12-31179,222,902
Total participant count2021-12-314,040
Total funding target for all participants2021-12-31374,685,460
Balance at beginning of prior year after applicable adjustments2021-12-312,085,583
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3194,017,790
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-312,085,583
Amount remaining of prefunding balance2021-12-3194,017,790
Present value of excess contributions2021-12-3171,061,735
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3174,955,918
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-312,380,484
Balance of prefunding at beginning of current year2021-12-31107,311,906
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3115,080,859
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-013,891
Total number of active participants reported on line 7a of the Form 55002021-01-012,196
Number of retired or separated participants receiving benefits2021-01-011,164
Number of other retired or separated participants entitled to future benefits2021-01-01450
Total of all active and inactive participants2021-01-013,810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01123
Total participants2021-01-013,933
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31545,178,744
Acturial value of plan assets2020-12-31535,860,104
Funding target for retired participants and beneficiaries receiving payment2020-12-31169,876,353
Number of terminated vested participants2020-12-31321
Fundng target for terminated vested participants2020-12-3115,866,194
Active participant vested funding target2020-12-31165,967,037
Number of active participants2020-12-312,503
Total funding liabilities for active participants2020-12-31189,500,512
Total participant count2020-12-314,018
Total funding target for all participants2020-12-31375,243,059
Balance at beginning of prior year after applicable adjustments2020-12-311,737,407
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3178,322,051
Amount remaining of carryover balance2020-12-311,737,407
Amount remaining of prefunding balance2020-12-3178,322,051
Present value of excess contributions2020-12-3167,347,834
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3171,146,252
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-312,085,583
Balance of prefunding at beginning of current year2020-12-3194,017,790
Total employer contributions2020-12-3174,400,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3171,061,735
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3115,908,585
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-3171,061,735
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-013,854
Total number of active participants reported on line 7a of the Form 55002020-01-012,264
Number of retired or separated participants receiving benefits2020-01-011,122
Number of other retired or separated participants entitled to future benefits2020-01-01383
Total of all active and inactive participants2020-01-013,769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01122
Total participants2020-01-013,891
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31405,418,059
Acturial value of plan assets2019-12-31426,450,118
Funding target for retired participants and beneficiaries receiving payment2019-12-31157,143,386
Number of terminated vested participants2019-12-31524
Fundng target for terminated vested participants2019-12-3121,797,174
Active participant vested funding target2019-12-31153,540,403
Number of active participants2019-12-312,576
Total funding liabilities for active participants2019-12-31176,489,209
Total participant count2019-12-314,240
Total funding target for all participants2019-12-31355,429,769
Balance at beginning of prior year after applicable adjustments2019-12-311,799,489
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3181,120,716
Amount remaining of carryover balance2019-12-311,799,489
Amount remaining of prefunding balance2019-12-3181,120,716
Present value of excess contributions2019-12-315,315,239
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-315,622,991
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-311,737,407
Balance of prefunding at beginning of current year2019-12-3178,322,051
Total employer contributions2019-12-3187,100,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3182,572,438
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3115,224,604
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3115,224,604
Additional cash requirement2019-12-3115,224,604
Contributions allocatedtoward minimum required contributions for current year2019-12-3182,572,438
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-014,062
Total number of active participants reported on line 7a of the Form 55002019-01-012,339
Number of retired or separated participants receiving benefits2019-01-011,073
Number of other retired or separated participants entitled to future benefits2019-01-01321
Total of all active and inactive participants2019-01-013,733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01121
Total participants2019-01-013,854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31428,889,392
Acturial value of plan assets2018-12-31418,445,723
Funding target for retired participants and beneficiaries receiving payment2018-12-31142,660,567
Number of terminated vested participants2018-12-31484
Fundng target for terminated vested participants2018-12-3117,724,975
Active participant vested funding target2018-12-31137,734,032
Number of active participants2018-12-312,661
Total funding liabilities for active participants2018-12-31159,771,783
Total participant count2018-12-314,242
Total funding target for all participants2018-12-31320,157,325
Balance at beginning of prior year after applicable adjustments2018-12-311,583,082
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3171,365,106
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-311,583,082
Amount remaining of prefunding balance2018-12-3171,365,106
Present value of excess contributions2018-12-3122,462,720
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3123,808,237
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-311,799,489
Balance of prefunding at beginning of current year2018-12-3181,120,716
Total employer contributions2018-12-315,700,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-315,315,239
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3113,550,027
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-315,315,239
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-013,979
Total number of active participants reported on line 7a of the Form 55002018-01-012,398
Number of retired or separated participants receiving benefits2018-01-011,018
Number of other retired or separated participants entitled to future benefits2018-01-01524
Total of all active and inactive participants2018-01-013,940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01122
Total participants2018-01-014,062
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31357,924,047
Acturial value of plan assets2017-12-31363,258,405
Funding target for retired participants and beneficiaries receiving payment2017-12-31135,386,558
Number of terminated vested participants2017-12-31468
Fundng target for terminated vested participants2017-12-3115,873,218
Active participant vested funding target2017-12-31124,174,766
Number of active participants2017-12-312,545
Total funding liabilities for active participants2017-12-31144,606,674
Total participant count2017-12-314,075
Total funding target for all participants2017-12-31295,866,450
Balance at beginning of prior year after applicable adjustments2017-12-311,429,678
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3164,449,658
Amount remaining of carryover balance2017-12-311,429,678
Amount remaining of prefunding balance2017-12-3164,449,658
Present value of excess contributions2017-12-313,299
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-313,503
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-311,583,082
Balance of prefunding at beginning of current year2017-12-3171,365,106
Total employer contributions2017-12-3135,800,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3134,235,852
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3111,773,132
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3111,773,132
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3111,773,132
Contributions allocatedtoward minimum required contributions for current year2017-12-3134,235,852
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-013,792
Total number of active participants reported on line 7a of the Form 55002017-01-012,398
Number of retired or separated participants receiving benefits2017-01-01978
Number of other retired or separated participants entitled to future benefits2017-01-01484
Total of all active and inactive participants2017-01-013,860
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01119
Total participants2017-01-013,979
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31326,291,582
Acturial value of plan assets2016-12-31330,713,294
Funding target for retired participants and beneficiaries receiving payment2016-12-31123,977,972
Number of terminated vested participants2016-12-31439
Fundng target for terminated vested participants2016-12-3114,308,316
Active participant vested funding target2016-12-31116,265,618
Number of active participants2016-12-312,463
Total funding liabilities for active participants2016-12-31135,270,276
Total participant count2016-12-313,909
Total funding target for all participants2016-12-31273,556,564
Balance at beginning of prior year after applicable adjustments2016-12-311,447,775
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3165,265,476
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-311,447,775
Amount remaining of prefunding balance2016-12-3165,265,476
Present value of excess contributions2016-12-3112,884,007
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3113,702,141
Balance of carryovers at beginning of current year2016-12-311,429,678
Balance of prefunding at beginning of current year2016-12-3164,449,658
Total employer contributions2016-12-3110,125,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-319,977,897
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-319,974,598
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-319,974,598
Additional cash requirement2016-12-319,974,598
Contributions allocatedtoward minimum required contributions for current year2016-12-319,977,897
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-013,655
Total number of active participants reported on line 7a of the Form 55002016-01-012,262
Number of retired or separated participants receiving benefits2016-01-01946
Number of other retired or separated participants entitled to future benefits2016-01-01468
Total of all active and inactive participants2016-01-013,676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01116
Total participants2016-01-013,792
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,556
Total number of active participants reported on line 7a of the Form 55002015-01-012,209
Number of retired or separated participants receiving benefits2015-01-01896
Number of other retired or separated participants entitled to future benefits2015-01-01439
Total of all active and inactive participants2015-01-013,544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01111
Total participants2015-01-013,655
Number of participants with account balances2015-01-0115
2014: OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,462
Total number of active participants reported on line 7a of the Form 55002014-01-012,171
Number of retired or separated participants receiving benefits2014-01-01864
Number of other retired or separated participants entitled to future benefits2014-01-01414
Total of all active and inactive participants2014-01-013,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01107
Total participants2014-01-013,556
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,314
Total number of active participants reported on line 7a of the Form 55002013-01-012,148
Number of retired or separated participants receiving benefits2013-01-01837
Number of other retired or separated participants entitled to future benefits2013-01-01371
Total of all active and inactive participants2013-01-013,356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01106
Total participants2013-01-013,462
Number of participants with account balances2013-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,612
Total number of active participants reported on line 7a of the Form 55002012-01-012,091
Number of retired or separated participants receiving benefits2012-01-01809
Number of other retired or separated participants entitled to future benefits2012-01-01314
Total of all active and inactive participants2012-01-013,214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01100
Total participants2012-01-013,314
Number of participants with account balances2012-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0147
2011: OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,620
Total number of active participants reported on line 7a of the Form 55002011-01-012,008
Number of retired or separated participants receiving benefits2011-01-01771
Number of other retired or separated participants entitled to future benefits2011-01-01734
Total of all active and inactive participants2011-01-013,513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0199
Total participants2011-01-013,612
Number of participants with account balances2011-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0168
2010: OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,575
Total number of active participants reported on line 7a of the Form 55002010-01-012,039
Number of retired or separated participants receiving benefits2010-01-01735
Number of other retired or separated participants entitled to future benefits2010-01-01746
Total of all active and inactive participants2010-01-013,520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01100
Total participants2010-01-013,620
Number of participants with account balances2010-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0143
2009: OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,461
Total number of active participants reported on line 7a of the Form 55002009-01-012,072
Number of retired or separated participants receiving benefits2009-01-01709
Number of other retired or separated participants entitled to future benefits2009-01-01691
Total of all active and inactive participants2009-01-013,472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01103
Total participants2009-01-013,575
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0176

Financial Data on OHIO FARMERS INSURANCE COMPANY PENSION PLAN

Measure Date Value
2022 : OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-136,467,115
Total unrealized appreciation/depreciation of assets2022-12-31$-136,467,115
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,543,608
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$41,150
Total income from all sources (including contributions)2022-12-31$-75,659,208
Total loss/gain on sale of assets2022-12-31$6,264,962
Total of all expenses incurred2022-12-31$20,869,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$20,079,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$27,100,000
Value of total assets at end of year2022-12-31$690,524,303
Value of total assets at beginning of year2022-12-31$785,550,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$790,046
Total interest from all sources2022-12-31$9,111,108
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$7,933,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,542,440
Administrative expenses professional fees incurred2022-12-31$264,286
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$21,414,582
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$29,385,105
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,771,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,595,871
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$92,150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$41,150
Administrative expenses (other) incurred2022-12-31$525,760
Liabilities. Value of operating payables at end of year2022-12-31$1,451,458
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$3,660,559
Total non interest bearing cash at beginning of year2022-12-31$1,410,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-96,528,371
Value of net assets at end of year (total assets less liabilities)2022-12-31$688,980,695
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$785,509,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$97,690,623
Assets. partnership/joint venture interests at beginning of year2022-12-31$77,987,912
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$90,095,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$123,710,280
Interest earned on other investments2022-12-31$103,166
Income. Interest from US Government securities2022-12-31$4,692,923
Income. Interest from corporate debt instruments2022-12-31$4,315,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,236,770
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,037,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,037,451
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$-7
Asset value of US Government securities at end of year2022-12-31$142,300,985
Asset value of US Government securities at beginning of year2022-12-31$142,696,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$10,398,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$27,100,000
Income. Dividends from common stock2022-12-31$6,390,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$20,079,117
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$77,624,872
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$96,664,346
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$22,480,342
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$25,543,061
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$230,248,736
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$281,519,299
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$50,622,531
Aggregate carrying amount (costs) on sale of assets2022-12-31$44,357,569
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31D'AMICO WAWRIN & COMPANY CPAS, LLC
Accountancy firm EIN2022-12-31821844788
2021 : OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$37,358,458
Total unrealized appreciation/depreciation of assets2021-12-31$37,358,458
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$41,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$22,068
Total income from all sources (including contributions)2021-12-31$90,863,390
Total loss/gain on sale of assets2021-12-31$30,686,086
Total of all expenses incurred2021-12-31$19,042,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$18,072,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$785,550,216
Value of total assets at beginning of year2021-12-31$713,710,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$969,722
Total interest from all sources2021-12-31$6,838,031
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$11,682,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,751,749
Administrative expenses professional fees incurred2021-12-31$460,350
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$29,385,105
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$26,266,560
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,595,871
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,105,703
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$41,150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$22,068
Other income not declared elsewhere2021-12-31$477,056
Administrative expenses (other) incurred2021-12-31$509,372
Total non interest bearing cash at end of year2021-12-31$1,410,430
Total non interest bearing cash at beginning of year2021-12-31$1,380,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$71,821,076
Value of net assets at end of year (total assets less liabilities)2021-12-31$785,509,066
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$713,687,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$77,987,912
Assets. partnership/joint venture interests at beginning of year2021-12-31$48,142,042
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$123,710,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$107,432,266
Interest earned on other investments2021-12-31$1,729,214
Income. Interest from US Government securities2021-12-31$2,304,343
Income. Interest from corporate debt instruments2021-12-31$2,803,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,037,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,512,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,512,301
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,182
Asset value of US Government securities at end of year2021-12-31$142,696,461
Asset value of US Government securities at beginning of year2021-12-31$140,718,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,821,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$24,400,000
Income. Dividends from common stock2021-12-31$6,930,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$18,072,592
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$122,207,407
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$114,735,530
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$25,543,061
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$281,519,299
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$246,016,857
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$90,430,704
Aggregate carrying amount (costs) on sale of assets2021-12-31$59,744,618
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31D'AMICO WAWRIN & COMPANY CPAS, LLC
Accountancy firm EIN2021-12-31821844788
2020 : OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$54,552,759
Total unrealized appreciation/depreciation of assets2020-12-31$54,552,759
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$22,068
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,435
Total income from all sources (including contributions)2020-12-31$158,579,530
Total loss/gain on sale of assets2020-12-31$-5,582,859
Total of all expenses incurred2020-12-31$18,002,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$17,286,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$74,400,000
Value of total assets at end of year2020-12-31$713,710,058
Value of total assets at beginning of year2020-12-31$573,115,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$716,317
Total interest from all sources2020-12-31$7,132,870
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,744,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,158,044
Administrative expenses professional fees incurred2020-12-31$201,437
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$26,266,560
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$24,083,305
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,105,703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,734,556
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$22,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$4,435
Other income not declared elsewhere2020-12-31$762,345
Administrative expenses (other) incurred2020-12-31$514,880
Total non interest bearing cash at end of year2020-12-31$1,380,088
Total non interest bearing cash at beginning of year2020-12-31$1,293,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$140,577,133
Value of net assets at end of year (total assets less liabilities)2020-12-31$713,687,990
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$573,110,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$48,142,042
Assets. partnership/joint venture interests at beginning of year2020-12-31$33,897,428
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$107,432,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$67,730,208
Interest earned on other investments2020-12-31$2,041,834
Income. Interest from US Government securities2020-12-31$2,211,048
Income. Interest from corporate debt instruments2020-12-31$2,797,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,512,301
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,758,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,758,546
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$82,476
Asset value of US Government securities at end of year2020-12-31$140,718,711
Asset value of US Government securities at beginning of year2020-12-31$107,953,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$18,569,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$74,400,000
Employer contributions (assets) at end of year2020-12-31$24,400,000
Employer contributions (assets) at beginning of year2020-12-31$72,100,000
Income. Dividends from common stock2020-12-31$5,586,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$17,286,080
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$114,735,530
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$70,371,085
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$246,016,857
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$192,193,263
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$101,617,649
Aggregate carrying amount (costs) on sale of assets2020-12-31$107,200,508
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31D'AMICO WAWRIN & COMPANY CPAS, LLC
Accountancy firm EIN2020-12-31821844788
2019 : OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$53,431,570
Total unrealized appreciation/depreciation of assets2019-12-31$53,431,570
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,435
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,547
Total income from all sources (including contributions)2019-12-31$174,099,595
Total loss/gain on sale of assets2019-12-31$1,700,777
Total of all expenses incurred2019-12-31$29,279,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$28,550,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$87,100,000
Value of total assets at end of year2019-12-31$573,115,292
Value of total assets at beginning of year2019-12-31$428,299,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$729,310
Total interest from all sources2019-12-31$6,681,095
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,453,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,948,062
Administrative expenses professional fees incurred2019-12-31$223,833
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$24,083,305
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$20,989,626
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,734,556
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,688,534
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,435
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$8,547
Other income not declared elsewhere2019-12-31$576
Administrative expenses (other) incurred2019-12-31$505,477
Total non interest bearing cash at end of year2019-12-31$1,293,087
Total non interest bearing cash at beginning of year2019-12-31$1,221,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$144,819,961
Value of net assets at end of year (total assets less liabilities)2019-12-31$573,110,857
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$428,290,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$33,897,428
Assets. partnership/joint venture interests at beginning of year2019-12-31$21,568,956
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$67,730,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$54,904,114
Interest earned on other investments2019-12-31$2,087,524
Income. Interest from US Government securities2019-12-31$2,103,611
Income. Interest from corporate debt instruments2019-12-31$2,432,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,758,546
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,036,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,036,307
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$57,404
Asset value of US Government securities at end of year2019-12-31$107,953,814
Asset value of US Government securities at beginning of year2019-12-31$92,439,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$16,731,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$87,100,000
Employer contributions (assets) at end of year2019-12-31$72,100,000
Employer contributions (assets) at beginning of year2019-12-31$5,700,000
Income. Dividends from common stock2019-12-31$5,505,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$28,550,324
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$70,371,085
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$62,372,758
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$192,193,263
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$165,378,745
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$64,583,218
Aggregate carrying amount (costs) on sale of assets2019-12-31$62,882,441
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31D'AMICO WAWRIN & COMPANY CPAS, LLC
Accountancy firm EIN2019-12-31821844788
2018 : OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-28,377,212
Total unrealized appreciation/depreciation of assets2018-12-31$-28,377,212
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,547
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,089
Total income from all sources (including contributions)2018-12-31$-8,900,647
Total loss/gain on sale of assets2018-12-31$6,115,629
Total of all expenses incurred2018-12-31$16,566,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$15,835,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,700,000
Value of total assets at end of year2018-12-31$428,299,443
Value of total assets at beginning of year2018-12-31$453,763,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$731,625
Total interest from all sources2018-12-31$6,868,704
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,235,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,066,180
Administrative expenses professional fees incurred2018-12-31$232,569
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$20,989,626
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$23,949,131
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,688,534
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,647,950
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$8,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$5,089
Other income not declared elsewhere2018-12-31$7
Administrative expenses (other) incurred2018-12-31$499,056
Total non interest bearing cash at end of year2018-12-31$1,221,348
Total non interest bearing cash at beginning of year2018-12-31$1,158,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-25,467,363
Value of net assets at end of year (total assets less liabilities)2018-12-31$428,290,896
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$453,758,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$21,568,956
Assets. partnership/joint venture interests at beginning of year2018-12-31$10,760,063
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$54,904,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$64,403,478
Interest earned on other investments2018-12-31$2,372,287
Income. Interest from US Government securities2018-12-31$2,128,192
Income. Interest from corporate debt instruments2018-12-31$2,368,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,036,307
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,193,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,193,235
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$188
Asset value of US Government securities at end of year2018-12-31$92,439,055
Asset value of US Government securities at beginning of year2018-12-31$83,359,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,443,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,700,000
Employer contributions (assets) at end of year2018-12-31$5,700,000
Employer contributions (assets) at beginning of year2018-12-31$19,100,000
Income. Dividends from common stock2018-12-31$5,169,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$15,835,091
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$62,372,758
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$64,175,052
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$165,378,745
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$182,016,497
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$33,058,427
Aggregate carrying amount (costs) on sale of assets2018-12-31$26,942,798
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31D'AMICO WAWRIN & COMPANY CPAS, LLC
Accountancy firm EIN2018-12-31821844788
2017 : OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$27,463,012
Total unrealized appreciation/depreciation of assets2017-12-31$27,463,012
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,089
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,857
Total income from all sources (including contributions)2017-12-31$89,621,940
Total loss/gain on sale of assets2017-12-31$693,762
Total of all expenses incurred2017-12-31$19,771,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$19,106,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$35,800,000
Value of total assets at end of year2017-12-31$453,763,348
Value of total assets at beginning of year2017-12-31$383,912,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$665,159
Total interest from all sources2017-12-31$5,947,893
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$8,830,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,610,424
Administrative expenses professional fees incurred2017-12-31$199,681
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$23,949,131
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$25,983,975
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,647,950
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,703,619
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$5,089
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$4,857
Other income not declared elsewhere2017-12-31$1,081,406
Administrative expenses (other) incurred2017-12-31$465,478
Total non interest bearing cash at end of year2017-12-31$1,158,837
Total non interest bearing cash at beginning of year2017-12-31$1,113,389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$69,850,237
Value of net assets at end of year (total assets less liabilities)2017-12-31$453,758,259
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$383,908,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$10,760,063
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$64,403,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$43,426,376
Interest earned on other investments2017-12-31$1,694,427
Income. Interest from US Government securities2017-12-31$2,107,488
Income. Interest from corporate debt instruments2017-12-31$2,126,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,193,235
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,603,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,603,490
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$19,318
Asset value of US Government securities at end of year2017-12-31$83,359,105
Asset value of US Government securities at beginning of year2017-12-31$80,501,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,805,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$35,800,000
Employer contributions (assets) at end of year2017-12-31$19,100,000
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from common stock2017-12-31$5,219,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$19,106,544
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$64,175,052
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$54,505,464
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$182,016,497
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$175,074,756
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$65,342,922
Aggregate carrying amount (costs) on sale of assets2017-12-31$64,649,160
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA LLP
Accountancy firm EIN2017-12-31135381890
2016 : OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$16,254,577
Total unrealized appreciation/depreciation of assets2016-12-31$16,254,577
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,857
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,170
Total income from all sources (including contributions)2016-12-31$47,400,057
Total loss/gain on sale of assets2016-12-31$4,288,436
Total of all expenses incurred2016-12-31$16,377,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,747,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,125,000
Value of total assets at end of year2016-12-31$383,912,879
Value of total assets at beginning of year2016-12-31$352,892,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$630,384
Total interest from all sources2016-12-31$5,569,175
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,804,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,565,295
Administrative expenses professional fees incurred2016-12-31$201,156
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$347,640
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$25,983,975
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$47,593,793
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,703,619
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,933,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$4,857
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$6,170
Other income not declared elsewhere2016-12-31$255,563
Administrative expenses (other) incurred2016-12-31$429,228
Total non interest bearing cash at end of year2016-12-31$1,113,389
Total non interest bearing cash at beginning of year2016-12-31$1,043,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$31,022,122
Value of net assets at end of year (total assets less liabilities)2016-12-31$383,908,022
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$352,885,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$43,426,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Interest earned on other investments2016-12-31$1,521,890
Income. Interest from US Government securities2016-12-31$2,060,946
Income. Interest from corporate debt instruments2016-12-31$1,980,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,603,490
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,240,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,240,064
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5,790
Asset value of US Government securities at end of year2016-12-31$80,501,810
Asset value of US Government securities at beginning of year2016-12-31$80,518,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,102,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$10,125,000
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$3,875,000
Income. Dividends from common stock2016-12-31$5,239,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,747,551
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$54,505,464
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$58,514,715
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$175,074,756
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$157,825,055
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$92,096,234
Aggregate carrying amount (costs) on sale of assets2016-12-31$87,807,798
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA LLP
Accountancy firm EIN2016-12-31135381890
2015 : OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-29,232,028
Total unrealized appreciation/depreciation of assets2015-12-31$-29,232,028
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,170
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,032
Total income from all sources (including contributions)2015-12-31$11,726,665
Total loss/gain on sale of assets2015-12-31$8,179,470
Total of all expenses incurred2015-12-31$15,987,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$15,330,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$15,975,000
Value of total assets at end of year2015-12-31$352,892,070
Value of total assets at beginning of year2015-12-31$357,151,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$657,133
Total interest from all sources2015-12-31$6,690,490
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$10,244,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$427,848
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$347,640
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$551,400
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,600,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$47,593,793
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$52,120,418
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,933,131
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,730,461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$6,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$5,032
Other income not declared elsewhere2015-12-31$3,396
Administrative expenses (other) incurred2015-12-31$229,285
Total non interest bearing cash at end of year2015-12-31$1,043,675
Total non interest bearing cash at beginning of year2015-12-31$1,304,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,261,045
Value of net assets at end of year (total assets less liabilities)2015-12-31$352,885,900
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$357,146,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$176,205
Interest earned on other investments2015-12-31$580,695
Income. Interest from US Government securities2015-12-31$3,196,120
Income. Interest from corporate debt instruments2015-12-31$2,913,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,240,064
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,011,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,011,841
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$454
Asset value of US Government securities at end of year2015-12-31$80,518,997
Asset value of US Government securities at beginning of year2015-12-31$72,048,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-133,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$15,975,000
Employer contributions (assets) at end of year2015-12-31$3,875,000
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$27,565
Income. Dividends from common stock2015-12-31$10,216,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$15,330,577
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$58,514,715
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$51,976,750
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$157,825,055
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$176,231,584
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$90,857,861
Aggregate carrying amount (costs) on sale of assets2015-12-31$82,678,391
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BDO USA LLP
Accountancy firm EIN2015-12-31135381890
2014 : OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$12,485,118
Total unrealized appreciation/depreciation of assets2014-12-31$12,485,118
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,032
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$11,414
Total income from all sources (including contributions)2014-12-31$44,223,381
Total loss/gain on sale of assets2014-12-31$6,151,136
Total of all expenses incurred2014-12-31$14,529,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,990,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$11,400,000
Value of total assets at end of year2014-12-31$357,151,977
Value of total assets at beginning of year2014-12-31$327,464,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$538,236
Total interest from all sources2014-12-31$5,263,591
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$8,914,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$56,058
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$551,400
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$556,200
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,600,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$46,520
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,730,461
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,588,199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$5,032
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$11,414
Other income not declared elsewhere2014-12-31$9,151
Administrative expenses (other) incurred2014-12-31$208,771
Total non interest bearing cash at end of year2014-12-31$1,304,347
Total non interest bearing cash at beginning of year2014-12-31$1,271,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$29,694,186
Value of net assets at end of year (total assets less liabilities)2014-12-31$357,146,945
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$327,452,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$176,205
Assets. partnership/joint venture interests at beginning of year2014-12-31$188,534
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$52,120,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$53,663,635
Income. Interest from US Government securities2014-12-31$3,230,266
Income. Interest from corporate debt instruments2014-12-31$2,033,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,011,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$195,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$195,675
Asset value of US Government securities at end of year2014-12-31$72,048,971
Asset value of US Government securities at beginning of year2014-12-31$62,170,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$11,400,000
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from common stock2014-12-31$8,914,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,990,959
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$51,976,750
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$46,966,687
Contract administrator fees2014-12-31$273,407
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$176,231,585
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$160,817,441
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$38,008,023
Aggregate carrying amount (costs) on sale of assets2014-12-31$31,856,887
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$17,072,054
Total unrealized appreciation/depreciation of assets2013-12-31$17,072,054
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,414
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$91,416
Total income from all sources (including contributions)2013-12-31$49,378,587
Total loss/gain on sale of assets2013-12-31$13,192,701
Total of all expenses incurred2013-12-31$13,630,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$13,189,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,800,000
Value of total assets at end of year2013-12-31$327,464,173
Value of total assets at beginning of year2013-12-31$291,796,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$441,339
Total interest from all sources2013-12-31$4,612,794
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$6,691,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$46,006
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$556,200
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$461,520
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$8,730,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$46,520
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$35,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,588,199
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,142,978
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$11,414
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$91,416
Other income not declared elsewhere2013-12-31$10,001
Administrative expenses (other) incurred2013-12-31$179,154
Total non interest bearing cash at end of year2013-12-31$1,271,229
Total non interest bearing cash at beginning of year2013-12-31$1,290,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$35,747,771
Value of net assets at end of year (total assets less liabilities)2013-12-31$327,452,759
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$291,704,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$188,534
Assets. partnership/joint venture interests at beginning of year2013-12-31$151,339
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$53,663,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$45,972,468
Income. Interest from US Government securities2013-12-31$2,830,872
Income. Interest from corporate debt instruments2013-12-31$1,781,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$195,675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$869,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$869,918
Asset value of US Government securities at end of year2013-12-31$62,170,053
Asset value of US Government securities at beginning of year2013-12-31$56,267,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$7,800,000
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$2,400,000
Income. Dividends from common stock2013-12-31$6,691,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$13,189,477
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$46,966,687
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$41,896,492
Contract administrator fees2013-12-31$216,179
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$160,817,441
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$141,307,978
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$61,574,078
Aggregate carrying amount (costs) on sale of assets2013-12-31$48,381,377
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SS&G,INC.
Accountancy firm EIN2013-12-31341945695
2012 : OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$8,262,690
Total unrealized appreciation/depreciation of assets2012-12-31$8,262,690
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$91,416
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,954
Total income from all sources (including contributions)2012-12-31$33,727,462
Total loss/gain on sale of assets2012-12-31$10,518,718
Total of all expenses incurred2012-12-31$25,897,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$25,516,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,300,000
Value of total assets at end of year2012-12-31$291,796,404
Value of total assets at beginning of year2012-12-31$283,884,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$381,418
Total interest from all sources2012-12-31$4,294,363
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,349,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$79,756
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$461,520
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$8,730,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$35,000
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$7,335
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,142,978
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,350,435
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$91,416
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$8,954
Other income not declared elsewhere2012-12-31$2,617
Administrative expenses (other) incurred2012-12-31$191,714
Total non interest bearing cash at end of year2012-12-31$1,290,833
Total non interest bearing cash at beginning of year2012-12-31$989,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,829,575
Value of net assets at end of year (total assets less liabilities)2012-12-31$291,704,988
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$283,875,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$151,339
Assets. partnership/joint venture interests at beginning of year2012-12-31$120,088
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$45,972,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$40,422,782
Income. Interest from US Government securities2012-12-31$2,635,451
Income. Interest from corporate debt instruments2012-12-31$1,658,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$869,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$332,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$332,512
Asset value of US Government securities at end of year2012-12-31$56,267,878
Asset value of US Government securities at beginning of year2012-12-31$46,149,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,300,000
Employer contributions (assets) at end of year2012-12-31$2,400,000
Employer contributions (assets) at beginning of year2012-12-31$7,000,000
Income. Dividends from common stock2012-12-31$6,349,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$25,516,469
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$41,896,492
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$49,055,135
Contract administrator fees2012-12-31$109,948
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$141,307,978
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$138,457,036
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$55,166,890
Aggregate carrying amount (costs) on sale of assets2012-12-31$44,648,172
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SS&G,INC.
Accountancy firm EIN2012-12-31341945695
2011 : OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$5,118,227
Total unrealized appreciation/depreciation of assets2011-12-31$5,118,227
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,954
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,863
Total income from all sources (including contributions)2011-12-31$34,292,353
Total loss/gain on sale of assets2011-12-31$3,921,486
Total of all expenses incurred2011-12-31$11,195,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,866,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$15,300,000
Value of total assets at end of year2011-12-31$283,884,366
Value of total assets at beginning of year2011-12-31$260,787,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$329,312
Total interest from all sources2011-12-31$4,812,736
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,113,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$55,531
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$8,730,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$7,335
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,350,435
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,509,545
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$8,954
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$8,863
Other income not declared elsewhere2011-12-31$26,625
Administrative expenses (other) incurred2011-12-31$191,917
Total non interest bearing cash at end of year2011-12-31$989,516
Total non interest bearing cash at beginning of year2011-12-31$987,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$23,096,981
Value of net assets at end of year (total assets less liabilities)2011-12-31$283,875,412
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$260,778,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$120,088
Assets. partnership/joint venture interests at beginning of year2011-12-31$137,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$40,422,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$40,746,774
Income. Interest from US Government securities2011-12-31$2,953,576
Income. Interest from corporate debt instruments2011-12-31$1,859,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$332,512
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$965,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$965,312
Asset value of US Government securities at end of year2011-12-31$46,149,527
Asset value of US Government securities at beginning of year2011-12-31$52,187,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$15,300,000
Employer contributions (assets) at end of year2011-12-31$7,000,000
Income. Dividends from common stock2011-12-31$5,113,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,866,060
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$49,055,135
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$53,116,572
Contract administrator fees2011-12-31$81,864
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$138,457,036
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$111,136,750
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$44,387,835
Aggregate carrying amount (costs) on sale of assets2011-12-31$40,466,349
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SS&G,INC.
Accountancy firm EIN2011-12-31341945695
2010 : OHIO FARMERS INSURANCE COMPANY PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$11,183,932
Total unrealized appreciation/depreciation of assets2010-12-31$11,183,932
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,863
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$400,110
Total income from all sources (including contributions)2010-12-31$35,320,355
Total loss/gain on sale of assets2010-12-31$5,590,481
Total of all expenses incurred2010-12-31$10,314,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$10,012,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,600,000
Value of total assets at end of year2010-12-31$260,787,294
Value of total assets at beginning of year2010-12-31$236,172,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$301,705
Total interest from all sources2010-12-31$4,876,577
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,049,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$49,388
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$6,600,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,258
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,509,545
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,368,055
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$8,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$400,110
Other income not declared elsewhere2010-12-31$20,202
Administrative expenses (other) incurred2010-12-31$170,453
Total non interest bearing cash at end of year2010-12-31$987,830
Total non interest bearing cash at beginning of year2010-12-31$869,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$25,005,945
Value of net assets at end of year (total assets less liabilities)2010-12-31$260,778,431
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$235,772,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$137,145
Assets. partnership/joint venture interests at beginning of year2010-12-31$160,986
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$40,746,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$34,616,285
Income. Interest from US Government securities2010-12-31$2,992,755
Income. Interest from corporate debt instruments2010-12-31$1,883,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$965,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$840,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$840,673
Asset value of US Government securities at end of year2010-12-31$52,187,366
Asset value of US Government securities at beginning of year2010-12-31$45,279,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$9,600,000
Income. Dividends from common stock2010-12-31$4,049,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$10,012,705
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$53,116,572
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$49,153,036
Contract administrator fees2010-12-31$81,864
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$111,136,750
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$103,881,601
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$44,077,930
Aggregate carrying amount (costs) on sale of assets2010-12-31$38,487,449
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SS&G FINANCIAL SERVICES, INC.
Accountancy firm EIN2010-12-31341945695

Form 5500 Responses for OHIO FARMERS INSURANCE COMPANY PENSION PLAN

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

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