401k Plan data: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN plan

THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 401k Plan overview

Plan Name	THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN
Plan identification number	005

THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2023-01-01
005 2022-01-01
005 2021-01-01
005 2020-01-01
005 2019-01-01
005 2018-01-01
005 2017-01-01 PHILIP FULLENKAMP WILLIAM MONTGOMERY 2018-09-20
005 2016-01-01 PHILIP FULLENKAMP WILLIAM MONTGOMERY 2017-10-13
005 2015-01-01 PHILIP FULLENKAMP WILLIAM MONTGOMERY 2016-09-22
005 2014-01-01 PHILIP FULLENKAMP WILLIAM MONTGOMERY 2015-08-05
005 2013-01-01 PHILIP FULLENKAMP WILLIAM MONTGOMERY 2014-09-04
005 2012-01-01 PHILIP FULLENKAMP WILLIAM MONTGOMERY 2013-08-22
005 2011-01-01 PHILIP M. FULLENKAMP WILLIAM W. MONTGOMERY 2012-07-27
005 2010-01-01 PHILIP M. FULLENKAMP WILLIAM W. MONTGOMERY 2011-07-21
005 2009-01-01 PHILIP M. FULLENKAMP WILLIAM W. MONTGOMERY 2010-09-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
005	2023-01-01
005	2022-01-01
005	2021-01-01
005	2020-01-01
005	2019-01-01
005	2018-01-01
005	2017-01-01	PHILIP FULLENKAMP	WILLIAM MONTGOMERY	2018-09-20
005	2016-01-01	PHILIP FULLENKAMP	WILLIAM MONTGOMERY	2017-10-13
005	2015-01-01	PHILIP FULLENKAMP	WILLIAM MONTGOMERY	2016-09-22
005	2014-01-01	PHILIP FULLENKAMP	WILLIAM MONTGOMERY	2015-08-05
005	2013-01-01	PHILIP FULLENKAMP	WILLIAM MONTGOMERY	2014-09-04
005	2012-01-01	PHILIP FULLENKAMP	WILLIAM MONTGOMERY	2013-08-22
005	2011-01-01	PHILIP M. FULLENKAMP	WILLIAM W. MONTGOMERY	2012-07-27
005	2010-01-01	PHILIP M. FULLENKAMP	WILLIAM W. MONTGOMERY	2011-07-21
005	2009-01-01	PHILIP M. FULLENKAMP	WILLIAM W. MONTGOMERY	2010-09-15

Plan Statistics for THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN

401k plan membership statisitcs for THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN

Measure Date Value
2023: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 235
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 195
Number of retired or separated participants receiving benefits 2023-01-01 47
Total of all active and inactive participants 2023-01-01 242
Total participants 2023-01-01 242
Number of participants with account balances 2023-01-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 191
Number of retired or separated participants receiving benefits 2022-01-01 44
Total of all active and inactive participants 2022-01-01 235
Total participants 2022-01-01 235
Number of participants with account balances 2022-01-01 233
2021: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 185
Number of retired or separated participants receiving benefits 2021-01-01 37
Total of all active and inactive participants 2021-01-01 222
Total participants 2021-01-01 222
Number of participants with account balances 2021-01-01 218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 228
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 192
Number of retired or separated participants receiving benefits 2020-01-01 32
Total of all active and inactive participants 2020-01-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 224
Number of participants with account balances 2020-01-01 214
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 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 190
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 31
Total of all active and inactive participants 2019-01-01 228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 229
Number of participants with account balances 2019-01-01 214
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 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 215
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 182
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 31
Total of all active and inactive participants 2018-01-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 219
Number of participants with account balances 2018-01-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 180
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 29
Total of all active and inactive participants 2017-01-01 215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 215
Number of participants with account balances 2017-01-01 194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 175
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 29
Total of all active and inactive participants 2016-01-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 209
Number of participants with account balances 2016-01-01 188
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 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 172
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 27
Total of all active and inactive participants 2015-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 202
Number of participants with account balances 2015-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 174
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 24
Total of all active and inactive participants 2014-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 201
Number of participants with account balances 2014-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 170
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 2013-01-01 197
Total participants 2013-01-01 197
Number of participants with account balances 2013-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 168
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 2012-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 197
Number of participants with account balances 2012-01-01 182
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 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 164
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 2011-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 197
Number of participants with account balances 2011-01-01 183
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 401K SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 168
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 27
Total of all active and inactive participants 2010-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 196
Number of participants with account balances 2010-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 168
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 27
Total of all active and inactive participants 2009-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 196
Number of participants with account balances 2009-01-01 163
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 401K SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	235
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	195
Number of retired or separated participants receiving benefits	2023-01-01	47
Total of all active and inactive participants	2023-01-01	242
Total participants	2023-01-01	242
Number of participants with account balances	2023-01-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	191
Number of retired or separated participants receiving benefits	2022-01-01	44
Total of all active and inactive participants	2022-01-01	235
Total participants	2022-01-01	235
Number of participants with account balances	2022-01-01	233
2021: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	185
Number of retired or separated participants receiving benefits	2021-01-01	37
Total of all active and inactive participants	2021-01-01	222
Total participants	2021-01-01	222
Number of participants with account balances	2021-01-01	218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	228
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	192
Number of retired or separated participants receiving benefits	2020-01-01	32
Total of all active and inactive participants	2020-01-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	224
Number of participants with account balances	2020-01-01	214
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 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	190
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	31
Total of all active and inactive participants	2019-01-01	228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	229
Number of participants with account balances	2019-01-01	214
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 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	215
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	182
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	31
Total of all active and inactive participants	2018-01-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	219
Number of participants with account balances	2018-01-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	180
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	29
Total of all active and inactive participants	2017-01-01	215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	215
Number of participants with account balances	2017-01-01	194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	175
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	29
Total of all active and inactive participants	2016-01-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	209
Number of participants with account balances	2016-01-01	188
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 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	172
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	27
Total of all active and inactive participants	2015-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	202
Number of participants with account balances	2015-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	174
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	24
Total of all active and inactive participants	2014-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	201
Number of participants with account balances	2014-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	170
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	197
Total participants	2013-01-01	197
Number of participants with account balances	2013-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	168
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	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	197
Number of participants with account balances	2012-01-01	182
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 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	164
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	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	197
Number of participants with account balances	2011-01-01	183
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 401K SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	168
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	27
Total of all active and inactive participants	2010-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	196
Number of participants with account balances	2010-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	168
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	27
Total of all active and inactive participants	2009-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	196
Number of participants with account balances	2009-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN

Measure	Date	Value
2023 : THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$3,370,376
Total unrealized appreciation/depreciation of assets	2023-12-31	$3,370,376
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	$6,583,637
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,071,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,064,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,149,941
Value of total assets at end of year	2023-12-31	$31,396,651
Value of total assets at beginning of year	2023-12-31	$25,884,374
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$7,252
Total interest from all sources	2023-12-31	$959,298
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
Contributions received from participants	2023-12-31	$1,692,347
Participant contributions at end of year	2023-12-31	$239,877
Participant contributions at beginning of year	2023-12-31	$173,684
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$457,594
Administrative expenses (other) incurred	2023-12-31	$7,252
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	$5,512,277
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$31,396,651
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$25,884,374
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	$30,530,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$24,942,577
Interest on participant loans	2023-12-31	$14,907
Interest earned on other investments	2023-12-31	$944,391
Value of interest in common/collective trusts at end of year	2023-12-31	$626,256
Value of interest in common/collective trusts at beginning of year	2023-12-31	$768,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$104,022
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,064,108
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	FORVIS MAZARS, LLP
Accountancy firm EIN	2023-12-31	440160260
2022 : THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-5,423,121
Total unrealized appreciation/depreciation of assets	2022-12-31	$-5,423,121
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	$-2,859,294
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$801,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$795,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,949,286
Value of total assets at end of year	2022-12-31	$25,884,374
Value of total assets at beginning of year	2022-12-31	$29,545,405
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$6,253
Total interest from all sources	2022-12-31	$941,834
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
Contributions received from participants	2022-12-31	$1,658,415
Participant contributions at end of year	2022-12-31	$173,684
Participant contributions at beginning of year	2022-12-31	$113,946
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$290,871
Other income not declared elsewhere	2022-12-31	$258
Administrative expenses (other) incurred	2022-12-31	$6,253
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	$-3,661,031
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$25,884,374
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$29,545,405
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	$24,942,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$28,617,106
Interest on participant loans	2022-12-31	$5,002
Interest earned on other investments	2022-12-31	$936,832
Value of interest in common/collective trusts at end of year	2022-12-31	$768,113
Value of interest in common/collective trusts at beginning of year	2022-12-31	$814,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-327,551
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$795,484
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 401K SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$166,383
Total unrealized appreciation/depreciation of assets	2021-12-31	$166,383
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	$5,300,125
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,178,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,172,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,812,422
Value of total assets at end of year	2021-12-31	$29,545,405
Value of total assets at beginning of year	2021-12-31	$27,423,347
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$5,448
Total interest from all sources	2021-12-31	$2,968,548
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
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,570,157
Participant contributions at end of year	2021-12-31	$113,946
Participant contributions at beginning of year	2021-12-31	$160,276
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$242,265
Administrative expenses (other) incurred	2021-12-31	$5,448
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	$2,122,058
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$29,545,405
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$27,423,347
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	$28,617,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$26,479,081
Interest on participant loans	2021-12-31	$7,806
Interest earned on other investments	2021-12-31	$2,960,742
Value of interest in common/collective trusts at end of year	2021-12-31	$814,353
Value of interest in common/collective trusts at beginning of year	2021-12-31	$783,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$352,772
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,172,619
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 401K SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$2,595,471
Total unrealized appreciation/depreciation of assets	2020-12-31	$2,595,471
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	$5,063,325
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,321,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,321,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,555,428
Value of total assets at end of year	2020-12-31	$27,423,347
Value of total assets at beginning of year	2020-12-31	$23,681,459
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$271
Total interest from all sources	2020-12-31	$1,001,774
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,555,428
Participant contributions at end of year	2020-12-31	$160,276
Participant contributions at beginning of year	2020-12-31	$186,090
Administrative expenses (other) incurred	2020-12-31	$271
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	$3,741,888
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$27,423,347
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$23,681,459
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	$26,479,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$22,597,492
Interest on participant loans	2020-12-31	$10,150
Interest earned on other investments	2020-12-31	$991,624
Value of interest in common/collective trusts at end of year	2020-12-31	$783,990
Value of interest in common/collective trusts at beginning of year	2020-12-31	$897,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$-89,348
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,321,166
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 401K SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$2,980,248
Total unrealized appreciation/depreciation of assets	2019-12-31	$2,980,248
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	$5,639,507
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,217,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,217,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,456,088
Value of total assets at end of year	2019-12-31	$23,681,459
Value of total assets at beginning of year	2019-12-31	$21,259,225
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$248
Total interest from all sources	2019-12-31	$707,324
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,456,088
Participant contributions at end of year	2019-12-31	$186,090
Participant contributions at beginning of year	2019-12-31	$186,891
Administrative expenses (other) incurred	2019-12-31	$248
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	$2,422,234
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$23,681,459
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$21,259,225
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	$22,597,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$20,429,505
Interest on participant loans	2019-12-31	$11,568
Interest earned on other investments	2019-12-31	$695,756
Value of interest in common/collective trusts at end of year	2019-12-31	$897,877
Value of interest in common/collective trusts at beginning of year	2019-12-31	$642,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$495,847
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,217,025
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 401K SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-1,960,499
Total unrealized appreciation/depreciation of assets	2018-12-31	$-1,960,499
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	$260,231
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,928,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,928,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,281,080
Value of total assets at end of year	2018-12-31	$21,259,224
Value of total assets at beginning of year	2018-12-31	$22,927,948
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$219
Total interest from all sources	2018-12-31	$883,821
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
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,281,080
Participant contributions at end of year	2018-12-31	$186,890
Participant contributions at beginning of year	2018-12-31	$165,126
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$219
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	$-1,668,724
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$21,259,224
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$22,927,948
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	$20,429,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$22,241,928
Interest on participant loans	2018-12-31	$8,517
Interest earned on other investments	2018-12-31	$875,304
Value of interest in common/collective trusts at end of year	2018-12-31	$642,829
Value of interest in common/collective trusts at beginning of year	2018-12-31	$520,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$55,829
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,928,736
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 401K SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$2,183,182
Total unrealized appreciation/depreciation of assets	2017-12-31	$2,183,182
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	$4,378,260
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,622,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,621,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,268,108
Value of total assets at end of year	2017-12-31	$22,927,948
Value of total assets at beginning of year	2017-12-31	$20,171,964
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,081
Total interest from all sources	2017-12-31	$664,733
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
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,268,108
Participant contributions at end of year	2017-12-31	$165,126
Participant contributions at beginning of year	2017-12-31	$174,513
Other income not declared elsewhere	2017-12-31	$639
Administrative expenses (other) incurred	2017-12-31	$1,081
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	$2,755,984
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$22,927,948
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$20,171,964
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	$22,241,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$18,913,882
Interest on participant loans	2017-12-31	$7,684
Interest earned on other investments	2017-12-31	$657,049
Value of interest in common/collective trusts at end of year	2017-12-31	$520,894
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,083,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$261,598
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,621,195
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 401K SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$941,252
Total unrealized appreciation/depreciation of assets	2016-12-31	$941,252
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	$2,739,181
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,033,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,033,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,189,564
Value of total assets at end of year	2016-12-31	$20,171,964
Value of total assets at beginning of year	2016-12-31	$18,466,456
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$179
Total interest from all sources	2016-12-31	$537,052
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
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,167,113
Participant contributions at end of year	2016-12-31	$174,513
Participant contributions at beginning of year	2016-12-31	$170,703
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$22,451
Other income not declared elsewhere	2016-12-31	$460
Administrative expenses (other) incurred	2016-12-31	$179
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	$1,705,508
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$20,171,964
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$18,466,456
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	$18,913,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$17,365,205
Interest on participant loans	2016-12-31	$6,918
Interest earned on other investments	2016-12-31	$530,134
Value of interest in common/collective trusts at end of year	2016-12-31	$1,083,569
Value of interest in common/collective trusts at beginning of year	2016-12-31	$930,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$70,853
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,033,494
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 401K SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-732,983
Total unrealized appreciation/depreciation of assets	2015-12-31	$-732,983
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	$1,241,169
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,237,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,237,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,282,916
Value of total assets at end of year	2015-12-31	$18,466,456
Value of total assets at beginning of year	2015-12-31	$18,462,941
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$219
Total interest from all sources	2015-12-31	$699,248
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
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,145,544
Participant contributions at end of year	2015-12-31	$170,703
Participant contributions at beginning of year	2015-12-31	$262,623
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$137,372
Administrative expenses (other) incurred	2015-12-31	$219
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	$3,515
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$18,466,456
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$18,462,941
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	$17,365,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$17,305,940
Interest on participant loans	2015-12-31	$9,705
Interest earned on other investments	2015-12-31	$689,543
Value of interest in common/collective trusts at end of year	2015-12-31	$930,548
Value of interest in common/collective trusts at beginning of year	2015-12-31	$894,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-8,012
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,237,435
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 401K SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$719,211
Total unrealized appreciation/depreciation of assets	2014-12-31	$719,211
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	$2,437,880
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,118,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,118,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,065,750
Value of total assets at end of year	2014-12-31	$18,462,941
Value of total assets at beginning of year	2014-12-31	$17,143,646
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$223
Total interest from all sources	2014-12-31	$522,960
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
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,003,162
Participant contributions at end of year	2014-12-31	$262,623
Participant contributions at beginning of year	2014-12-31	$267,748
Participant contributions at beginning of year	2014-12-31	$38,000
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$62,588
Administrative expenses (other) incurred	2014-12-31	$223
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	$1,319,295
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$18,462,941
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$17,143,646
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	$17,305,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$16,024,324
Interest on participant loans	2014-12-31	$11,450
Interest earned on other investments	2014-12-31	$511,510
Value of interest in common/collective trusts at end of year	2014-12-31	$894,378
Value of interest in common/collective trusts at beginning of year	2014-12-31	$813,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$129,959
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,118,362
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 401K SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$2,285,340
Total unrealized appreciation/depreciation of assets	2013-12-31	$2,285,340
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	$4,086,367
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$937,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$937,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,251,962
Value of total assets at end of year	2013-12-31	$17,143,646
Value of total assets at beginning of year	2013-12-31	$13,995,250
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$164
Total interest from all sources	2013-12-31	$424,644
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
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$950,715
Participant contributions at end of year	2013-12-31	$267,748
Participant contributions at beginning of year	2013-12-31	$141,169
Participant contributions at end of year	2013-12-31	$38,000
Participant contributions at beginning of year	2013-12-31	$33,020
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$301,247
Administrative expenses (other) incurred	2013-12-31	$164
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	$3,148,396
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$17,143,646
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$13,995,250
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	$16,024,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$12,892,866
Interest on participant loans	2013-12-31	$8,004
Interest earned on other investments	2013-12-31	$416,640
Value of interest in common/collective trusts at end of year	2013-12-31	$813,574
Value of interest in common/collective trusts at beginning of year	2013-12-31	$928,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$124,421
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$937,807
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 401K SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$1,050,166
Total unrealized appreciation/depreciation of assets	2012-12-31	$1,050,166
Total income from all sources (including contributions)	2012-12-31	$2,487,410
Total of all expenses incurred	2012-12-31	$855,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$855,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$934,495
Value of total assets at end of year	2012-12-31	$13,995,250
Value of total assets at beginning of year	2012-12-31	$12,363,398
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$216
Total interest from all sources	2012-12-31	$312,985
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
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$843,943
Participant contributions at end of year	2012-12-31	$141,169
Participant contributions at beginning of year	2012-12-31	$141,328
Participant contributions at end of year	2012-12-31	$33,020
Participant contributions at beginning of year	2012-12-31	$30,851
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$90,552
Administrative expenses (other) incurred	2012-12-31	$216
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	$1,631,852
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$13,995,250
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$12,363,398
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	$12,892,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$11,422,328
Interest on participant loans	2012-12-31	$6,226
Interest earned on other investments	2012-12-31	$306,759
Value of interest in common/collective trusts at end of year	2012-12-31	$928,195
Value of interest in common/collective trusts at beginning of year	2012-12-31	$768,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$189,764
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$855,342
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 401K SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-219,822
Total unrealized appreciation/depreciation of assets	2011-12-31	$-219,822
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	$1,024,543
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$365,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$365,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$959,562
Value of total assets at end of year	2011-12-31	$12,363,398
Value of total assets at beginning of year	2011-12-31	$11,704,377
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$228
Total interest from all sources	2011-12-31	$280,898
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
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$826,720
Participant contributions at end of year	2011-12-31	$141,328
Participant contributions at beginning of year	2011-12-31	$184,615
Participant contributions at end of year	2011-12-31	$30,851
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$132,842
Other income not declared elsewhere	2011-12-31	$3,905
Administrative expenses (other) incurred	2011-12-31	$228
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	$659,021
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$12,363,398
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$11,704,377
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	$11,422,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$10,786,897
Interest on participant loans	2011-12-31	$8,350
Interest earned on other investments	2011-12-31	$272,548
Value of interest in common/collective trusts at end of year	2011-12-31	$768,891
Value of interest in common/collective trusts at beginning of year	2011-12-31	$732,865
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$365,294
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 401K SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$1,069,119
Total unrealized appreciation/depreciation of assets	2010-12-31	$1,069,119
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	$2,093,563
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$664,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$663,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$772,012
Value of total assets at end of year	2010-12-31	$11,704,378
Value of total assets at beginning of year	2010-12-31	$10,274,840
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$309
Total interest from all sources	2010-12-31	$232,381
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
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$768,076
Participant contributions at end of year	2010-12-31	$184,615
Participant contributions at beginning of year	2010-12-31	$162,047
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$3,936
Administrative expenses (other) incurred	2010-12-31	$309
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	$1,429,538
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$11,704,378
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,274,840
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	$10,786,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$9,565,325
Interest on participant loans	2010-12-31	$11,159
Interest earned on other investments	2010-12-31	$221,222
Value of interest in common/collective trusts at end of year	2010-12-31	$732,866
Value of interest in common/collective trusts at beginning of year	2010-12-31	$547,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$20,051
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$663,716
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 401K SAVINGS 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

Form 5500 Responses for THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN

2023: THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS 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 401K SAVINGS 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 401K SAVINGS 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 401K SAVINGS 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 401K SAVINGS 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 401K SAVINGS 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 401K SAVINGS 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 401K SAVINGS 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 401K SAVINGS 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 401K SAVINGS 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 401K SAVINGS 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 401K SAVINGS 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 401K SAVINGS 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 401K SAVINGS 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 401K SAVINGS 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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	THE NATIONAL MUTUAL INSURANCE COMPANY
Employer identification number (EIN):	344312510
NAIC Classification:	524290

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