Plan Name | THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN |
Plan identification number | 004 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | THE NATIONAL MUTUAL INSURANCE COMPANY |
Employer identification number (EIN): | 344312510 |
NAIC Classification: | 524290 |
Additional information about THE NATIONAL MUTUAL INSURANCE COMPANY
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1914-09-23 |
Company Identification Number: | 45733 |
Legal Registered Office Address: |
1 INSURANCE SQUARE - CELINA United States of America (USA) 45822 |
More information about THE NATIONAL MUTUAL INSURANCE COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2023-01-01 | ||||
004 | 2022-01-01 | ||||
004 | 2021-01-01 | ||||
004 | 2020-01-01 | ||||
004 | 2019-01-01 | ||||
004 | 2018-01-01 | ||||
004 | 2017-01-01 | PHILIP FULLENKAMP | WILLIAM MONTGOMERY | 2018-09-20 | |
004 | 2016-01-01 | PHILIP FULLENKAMP | WILLIAM MONTGOMERY | 2017-10-13 | |
004 | 2015-01-01 | PHILIP FULLENKAMP | WILLIAM MONTGOMERY | 2016-09-22 | |
004 | 2014-01-01 | PHILIP FULLENKAMP | WILLIAM MONTGOMERY | 2015-08-05 | |
004 | 2013-01-01 | PHILIP FULLENKAMP | WILLIAM MONTGOMERY | 2014-09-04 | |
004 | 2012-01-01 | PHILIP FULLENKAMP | WILLIAM MONTGOMERY | 2013-08-22 | |
004 | 2011-01-01 | PHILIP M. FULLENKAMP | WILLIAM W. MONTGOMERY | 2012-07-27 | |
004 | 2010-01-01 | PHILIP M. FULLENKAMP | WILLIAM W. MONTGOMERY | 2011-07-21 | |
004 | 2009-01-01 | PHILIP M. FULLENKAMP | WILLIAM W. MONTGOMERY | 2010-09-15 |
Measure | Date | Value |
---|---|---|
2023: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 212 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 171 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 42 |
Total of all active and inactive participants | 2023-01-01 | 217 |
Total participants | 2023-01-01 | 217 |
Number of participants with account balances | 2023-01-01 | 203 |
2022: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 216 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 174 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 34 |
Total of all active and inactive participants | 2022-01-01 | 212 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 212 |
Number of participants with account balances | 2022-01-01 | 212 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
2021: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 212 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 178 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 34 |
Total of all active and inactive participants | 2021-01-01 | 216 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 216 |
Number of participants with account balances | 2021-01-01 | 216 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 206 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 181 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 25 |
Total of all active and inactive participants | 2020-01-01 | 212 |
Total participants | 2020-01-01 | 212 |
Number of participants with account balances | 2020-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 201 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 174 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 25 |
Total of all active and inactive participants | 2019-01-01 | 206 |
Total participants | 2019-01-01 | 206 |
Number of participants with account balances | 2019-01-01 | 206 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 195 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 169 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 27 |
Total of all active and inactive participants | 2018-01-01 | 201 |
Total participants | 2018-01-01 | 201 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 190 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 163 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 26 |
Total of all active and inactive participants | 2017-01-01 | 195 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 196 |
Number of participants with account balances | 2017-01-01 | 196 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 188 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 26 |
Total of all active and inactive participants | 2016-01-01 | 190 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 190 |
Number of participants with account balances | 2016-01-01 | 190 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 184 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 161 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 24 |
Total of all active and inactive participants | 2015-01-01 | 188 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 188 |
Number of participants with account balances | 2015-01-01 | 188 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 186 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 156 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 25 |
Total of all active and inactive participants | 2014-01-01 | 184 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 184 |
Number of participants with account balances | 2014-01-01 | 184 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 187 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 26 |
Total of all active and inactive participants | 2013-01-01 | 186 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 186 |
Number of participants with account balances | 2013-01-01 | 186 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 185 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 158 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 28 |
Total of all active and inactive participants | 2012-01-01 | 187 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 187 |
Number of participants with account balances | 2012-01-01 | 187 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 181 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 152 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 32 |
Total of all active and inactive participants | 2011-01-01 | 185 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 185 |
Number of participants with account balances | 2011-01-01 | 185 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 189 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 151 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 29 |
Total of all active and inactive participants | 2010-01-01 | 181 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 181 |
Number of participants with account balances | 2010-01-01 | 181 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 193 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 160 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 28 |
Total of all active and inactive participants | 2009-01-01 | 189 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 189 |
Number of participants with account balances | 2009-01-01 | 189 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2023 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2023-12-31 | $2,391,735 |
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $2,391,735 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $4,271,259 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $1,029,594 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,023,231 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $997,798 |
Value of total assets at end of year | 2023-12-31 | $24,948,289 |
Value of total assets at beginning of year | 2023-12-31 | $21,706,624 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $6,363 |
Total interest from all sources | 2023-12-31 | $784,951 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $3,241,665 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $24,948,289 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $21,706,624 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $23,378,835 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $20,034,616 |
Interest earned on other investments | 2023-12-31 | $784,951 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $610,950 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $741,916 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $96,775 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $997,798 |
Employer contributions (assets) at end of year | 2023-12-31 | $958,504 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $930,092 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,023,231 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-12-31 | No |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | FORVIS MAZARS, LLP |
Accountancy firm EIN | 2023-12-31 | 440160260 |
2022 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $-4,236,263 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-4,236,263 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-2,910,199 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,429,715 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,423,712 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $963,962 |
Value of total assets at end of year | 2022-12-31 | $21,719,757 |
Value of total assets at beginning of year | 2022-12-31 | $26,059,671 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $6,003 |
Total interest from all sources | 2022-12-31 | $762,607 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Administrative expenses (other) incurred | 2022-12-31 | $6,003 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-4,339,914 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $21,719,757 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $26,059,671 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $20,034,616 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $23,999,948 |
Interest earned on other investments | 2022-12-31 | $762,607 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $741,916 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,092,684 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-400,505 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $963,962 |
Employer contributions (assets) at end of year | 2022-12-31 | $943,225 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $967,039 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,423,712 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | FORVIS, LLP |
Accountancy firm EIN | 2022-12-31 | 440160260 |
2021 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $468,104 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $468,104 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $3,952,759 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,424,619 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,419,914 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $993,647 |
Value of total assets at end of year | 2021-12-31 | $26,059,671 |
Value of total assets at beginning of year | 2021-12-31 | $24,531,531 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $4,705 |
Total interest from all sources | 2021-12-31 | $2,194,259 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $992,476 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $992,476 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Administrative expenses (other) incurred | 2021-12-31 | $4,705 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,528,140 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $26,059,671 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $24,531,531 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $23,999,948 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $22,562,723 |
Interest earned on other investments | 2021-12-31 | $2,194,259 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,092,684 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,036,899 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $296,749 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $993,647 |
Employer contributions (assets) at end of year | 2021-12-31 | $967,039 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $931,909 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,419,914 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | FORVIS, LLP |
Accountancy firm EIN | 2021-12-31 | 440160260 |
2020 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $2,019,728 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $2,019,728 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $3,761,805 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $908,273 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $907,869 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $947,073 |
Value of total assets at end of year | 2020-12-31 | $24,537,117 |
Value of total assets at beginning of year | 2020-12-31 | $21,683,585 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $404 |
Total interest from all sources | 2020-12-31 | $854,758 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $947,073 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $947,073 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Administrative expenses (other) incurred | 2020-12-31 | $404 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,853,532 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $24,537,117 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $21,683,585 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $22,562,723 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $19,549,983 |
Interest earned on other investments | 2020-12-31 | $854,758 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,036,899 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,235,338 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $-59,754 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $947,073 |
Employer contributions (assets) at end of year | 2020-12-31 | $937,495 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $898,264 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $907,869 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BKD, LLP |
Accountancy firm EIN | 2020-12-31 | 440160260 |
2019 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $2,583,994 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $2,583,994 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $4,481,535 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,775,085 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,774,708 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $898,264 |
Value of total assets at end of year | 2019-12-31 | $21,683,585 |
Value of total assets at beginning of year | 2019-12-31 | $18,977,135 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $377 |
Total interest from all sources | 2019-12-31 | $619,770 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $898,264 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $898,264 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Administrative expenses (other) incurred | 2019-12-31 | $377 |
Total non interest bearing cash at end of year | 2019-12-31 | $898,264 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $803,564 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,706,450 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $21,683,585 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $18,977,135 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $19,549,983 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $17,215,715 |
Interest earned on other investments | 2019-12-31 | $619,770 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,235,338 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $957,856 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $379,507 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $898,264 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,774,708 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BKD, LLP |
Accountancy firm EIN | 2019-12-31 | 440160260 |
2018 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-1,550,904 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-1,550,904 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $37,729 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,320,542 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,320,186 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $807,842 |
Value of total assets at end of year | 2018-12-31 | $18,977,728 |
Value of total assets at beginning of year | 2018-12-31 | $20,260,541 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $356 |
Total interest from all sources | 2018-12-31 | $741,149 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $807,842 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $807,842 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Administrative expenses (other) incurred | 2018-12-31 | $356 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,282,813 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $18,977,728 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $20,260,541 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $17,215,715 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $18,682,061 |
Interest earned on other investments | 2018-12-31 | $741,149 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $957,856 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $779,694 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $39,642 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $807,842 |
Employer contributions (assets) at end of year | 2018-12-31 | $804,157 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $798,786 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,320,186 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BKD, LLP |
Accountancy firm EIN | 2018-12-31 | 440160260 |
2017 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $1,790,266 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $1,790,266 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $3,348,769 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $705,232 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $704,901 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $803,542 |
Value of total assets at end of year | 2017-12-31 | $20,260,541 |
Value of total assets at beginning of year | 2017-12-31 | $17,617,004 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $331 |
Total interest from all sources | 2017-12-31 | $567,227 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $804,420 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $804,420 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Administrative expenses (other) incurred | 2017-12-31 | $331 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,643,537 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $20,260,541 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $17,617,004 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $18,682,061 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $15,672,839 |
Interest earned on other investments | 2017-12-31 | $567,227 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $779,694 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,173,847 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $187,734 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $803,542 |
Employer contributions (assets) at end of year | 2017-12-31 | $798,786 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $770,318 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $704,901 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BKD,LLP |
Accountancy firm EIN | 2017-12-31 | 440160260 |
2016 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $812,001 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $812,001 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $2,083,782 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $867,243 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $866,921 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $778,434 |
Value of total assets at end of year | 2016-12-31 | $17,617,004 |
Value of total assets at beginning of year | 2016-12-31 | $16,400,465 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $322 |
Total interest from all sources | 2016-12-31 | $441,009 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $778,434 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $778,434 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Administrative expenses (other) incurred | 2016-12-31 | $322 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,216,539 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $17,617,004 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $16,400,465 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $15,672,839 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $14,655,837 |
Interest earned on other investments | 2016-12-31 | $441,009 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,173,847 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $989,882 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $52,338 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $778,434 |
Employer contributions (assets) at end of year | 2016-12-31 | $770,318 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $754,746 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $866,921 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BKD, LLP |
Accountancy firm EIN | 2016-12-31 | 440160260 |
2015 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-528,744 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-528,744 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $755,534 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $821,748 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $821,417 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $764,941 |
Value of total assets at end of year | 2015-12-31 | $16,400,465 |
Value of total assets at beginning of year | 2015-12-31 | $16,466,679 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $331 |
Total interest from all sources | 2015-12-31 | $541,380 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $764,942 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $764,942 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Administrative expenses (other) incurred | 2015-12-31 | $331 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-66,214 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $16,400,465 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $16,466,679 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $14,655,837 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $14,840,825 |
Interest earned on other investments | 2015-12-31 | $541,380 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $989,882 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $927,446 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-22,043 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $764,941 |
Employer contributions (assets) at end of year | 2015-12-31 | $754,746 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $698,408 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $821,417 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BKD, LLP |
Accountancy firm EIN | 2015-12-31 | 440160260 |
2014 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $719,355 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $719,355 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,995,666 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,146,040 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,145,739 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $703,929 |
Value of total assets at end of year | 2014-12-31 | $16,466,679 |
Value of total assets at beginning of year | 2014-12-31 | $15,617,053 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $301 |
Total interest from all sources | 2014-12-31 | $455,177 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $703,929 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $703,929 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Administrative expenses (other) incurred | 2014-12-31 | $301 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $849,626 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $16,466,679 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $15,617,053 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $14,840,825 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $14,081,569 |
Interest earned on other investments | 2014-12-31 | $455,177 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $927,446 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $865,222 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $117,205 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $703,929 |
Employer contributions (assets) at end of year | 2014-12-31 | $698,408 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $670,262 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,145,739 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BKD, LLP |
Accountancy firm EIN | 2014-12-31 | 440160260 |
2013 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $2,006,165 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $2,006,165 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $3,172,815 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $445,767 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $445,506 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $670,262 |
Value of total assets at end of year | 2013-12-31 | $15,617,053 |
Value of total assets at beginning of year | 2013-12-31 | $12,890,005 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $261 |
Total interest from all sources | 2013-12-31 | $413,728 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $670,262 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $670,262 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Administrative expenses (other) incurred | 2013-12-31 | $261 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,727,048 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $15,617,053 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $12,890,005 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $14,081,569 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $11,359,580 |
Interest earned on other investments | 2013-12-31 | $413,728 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $865,222 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $890,011 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $82,660 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $670,262 |
Employer contributions (assets) at end of year | 2013-12-31 | $670,262 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $640,414 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $445,506 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BKD, LLP |
Accountancy firm EIN | 2013-12-31 | 440160260 |
2012 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $923,989 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $923,989 |
Total income from all sources (including contributions) | 2012-12-31 | $1,996,054 |
Total of all expenses incurred | 2012-12-31 | $493,703 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $493,444 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $640,414 |
Value of total assets at end of year | 2012-12-31 | $12,890,005 |
Value of total assets at beginning of year | 2012-12-31 | $11,387,654 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $259 |
Total interest from all sources | 2012-12-31 | $293,354 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $640,414 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $640,414 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Administrative expenses (other) incurred | 2012-12-31 | $259 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,502,351 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $12,890,005 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $11,387,654 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $11,359,580 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $10,085,163 |
Interest earned on other investments | 2012-12-31 | $293,354 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $890,011 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $685,634 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $138,297 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $640,414 |
Employer contributions (assets) at end of year | 2012-12-31 | $640,414 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $616,857 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $493,444 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BKD, LLP |
Accountancy firm EIN | 2012-12-31 | 440160260 |
2011 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-103,783 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-103,783 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $784,320 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $303,189 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $302,842 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $623,429 |
Value of total assets at end of year | 2011-12-31 | $11,387,654 |
Value of total assets at beginning of year | 2011-12-31 | $10,906,523 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $347 |
Total interest from all sources | 2011-12-31 | $258,780 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $619,352 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $619,352 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Administrative expenses (other) incurred | 2011-12-31 | $347 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $481,131 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $11,387,654 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $10,906,523 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $10,085,163 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $9,842,089 |
Interest earned on other investments | 2011-12-31 | $258,780 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $685,634 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $472,455 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $5,894 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $623,429 |
Employer contributions (assets) at end of year | 2011-12-31 | $616,857 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $591,979 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $302,842 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | BUFFAMANTE WHIPPLE BUTTAFARO |
Accountancy firm EIN | 2011-12-31 | 161117932 |
2010 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $908,959 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $908,959 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,740,295 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $464,539 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $464,539 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $592,971 |
Value of total assets at end of year | 2010-12-31 | $10,906,522 |
Value of total assets at beginning of year | 2010-12-31 | $9,630,766 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $218,379 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $597,048 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $597,048 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $363 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,275,756 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $10,906,522 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $9,630,766 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $9,842,089 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $8,642,981 |
Interest earned on other investments | 2010-12-31 | $218,379 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $472,454 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $406,909 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $19,986 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $592,971 |
Employer contributions (assets) at end of year | 2010-12-31 | $591,979 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $580,876 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $464,176 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | BUFFAMANTE WHIPPLE BUTTAFARO |
Accountancy firm EIN | 2010-12-31 | 161117932 |
2009 : THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $587,148 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $587,148 |
2023: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |