AUTO-OWNERS INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN
401k plan membership statisitcs for AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN
| Measure | Date | Value |
|---|
| 2023: AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2023 401k membership |
|---|
| Market value of plan assets | 2023-04-30 | 872,111,209 |
| Acturial value of plan assets | 2023-04-30 | 922,846,487 |
| Funding target for retired participants and beneficiaries receiving payment | 2023-04-30 | 253,044,946 |
| Number of terminated vested participants | 2023-04-30 | 657 |
| Fundng target for terminated vested participants | 2023-04-30 | 23,180,652 |
| Active participant vested funding target | 2023-04-30 | 264,502,463 |
| Number of active participants | 2023-04-30 | 5,024 |
| Total funding liabilities for active participants | 2023-04-30 | 272,525,241 |
| Total participant count | 2023-04-30 | 7,217 |
| Total funding target for all participants | 2023-04-30 | 548,750,839 |
| Balance at beginning of prior year after applicable adjustments | 2023-04-30 | 73,823,152 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2023-04-30 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2023-04-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2023-04-30 | 0 |
| Amount remaining of carryover balance | 2023-04-30 | 73,823,152 |
| Amount remaining of prefunding balance | 2023-04-30 | 0 |
| Present value of excess contributions | 2023-04-30 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-04-30 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-04-30 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2023-04-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2023-04-30 | 0 |
| Balance of carryovers at beginning of current year | 2023-04-30 | 70,146,759 |
| Balance of prefunding at beginning of current year | 2023-04-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2023-04-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2023-04-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-04-30 | 0 |
| Unpaid minimum required contributions for all prior years | 2023-04-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-04-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2023-04-30 | 0 |
| Minimum required contributions for current year target normal cost | 2023-04-30 | 22,723,407 |
| Net shortfall amortization installment of oustanding balance | 2023-04-30 | 0 |
| Waiver amortization installment | 2023-04-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2023-04-30 | 0 |
| Carryover balance elected to use to offset funding requirement | 2023-04-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2023-04-30 | 0 |
| Additional cash requirement | 2023-04-30 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2023-04-30 | 0 |
| Unpaid minimum required contributions for current year | 2023-04-30 | 0 |
| Unpaid minimum required contributions for all years | 2023-04-30 | 0 |
| 2022: AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-05-01 | 7,133 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 5,048 |
| Number of retired or separated participants receiving benefits | 2022-05-01 | 1,385 |
| Number of other retired or separated participants entitled to future benefits | 2022-05-01 | 697 |
| Total of all active and inactive participants | 2022-05-01 | 7,130 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-05-01 | 191 |
| Total participants | 2022-05-01 | 7,321 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-05-01 | 219 |
| Market value of plan assets | 2022-04-30 | 944,983,572 |
| Acturial value of plan assets | 2022-04-30 | 911,114,275 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-04-30 | 234,680,645 |
| Number of terminated vested participants | 2022-04-30 | 557 |
| Fundng target for terminated vested participants | 2022-04-30 | 18,751,579 |
| Active participant vested funding target | 2022-04-30 | 247,013,045 |
| Number of active participants | 2022-04-30 | 5,123 |
| Total funding liabilities for active participants | 2022-04-30 | 254,482,894 |
| Total participant count | 2022-04-30 | 7,163 |
| Total funding target for all participants | 2022-04-30 | 507,915,118 |
| Balance at beginning of prior year after applicable adjustments | 2022-04-30 | 65,667,276 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-04-30 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-04-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-04-30 | 0 |
| Amount remaining of carryover balance | 2022-04-30 | 65,667,276 |
| Amount remaining of prefunding balance | 2022-04-30 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-04-30 | 0 |
| Balance of carryovers at beginning of current year | 2022-04-30 | 73,823,152 |
| Balance of prefunding at beginning of current year | 2022-04-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-04-30 | 0 |
| Minimum required contributions for current year target normal cost | 2022-04-30 | 20,624,099 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-04-30 | 0 |
| Additional cash requirement | 2022-04-30 | 0 |
| Unpaid minimum required contributions for current year | 2022-04-30 | 0 |
| 2021: AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-05-01 | 7,102 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 4,994 |
| Number of retired or separated participants receiving benefits | 2021-05-01 | 1,327 |
| Number of other retired or separated participants entitled to future benefits | 2021-05-01 | 628 |
| Total of all active and inactive participants | 2021-05-01 | 6,949 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-05-01 | 184 |
| Total participants | 2021-05-01 | 7,133 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-05-01 | 292 |
| Market value of plan assets | 2021-04-30 | 862,413,273 |
| Acturial value of plan assets | 2021-04-30 | 870,128,718 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-04-30 | 229,605,023 |
| Number of terminated vested participants | 2021-04-30 | 512 |
| Fundng target for terminated vested participants | 2021-04-30 | 18,616,558 |
| Active participant vested funding target | 2021-04-30 | 239,990,207 |
| Number of active participants | 2021-04-30 | 4,900 |
| Total funding liabilities for active participants | 2021-04-30 | 246,852,091 |
| Total participant count | 2021-04-30 | 6,846 |
| Total funding target for all participants | 2021-04-30 | 495,073,672 |
| Balance at beginning of prior year after applicable adjustments | 2021-04-30 | 62,368,008 |
| Amount remaining of carryover balance | 2021-04-30 | 62,368,008 |
| Amount remaining of prefunding balance | 2021-04-30 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-04-30 | 0 |
| Balance of carryovers at beginning of current year | 2021-04-30 | 65,667,276 |
| Balance of prefunding at beginning of current year | 2021-04-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-04-30 | 0 |
| Minimum required contributions for current year target normal cost | 2021-04-30 | 20,382,038 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-04-30 | 0 |
| Additional cash requirement | 2021-04-30 | 0 |
| Unpaid minimum required contributions for current year | 2021-04-30 | 0 |
| 2020: AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-05-01 | 6,758 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 5,116 |
| Number of retired or separated participants receiving benefits | 2020-05-01 | 1,272 |
| Number of other retired or separated participants entitled to future benefits | 2020-05-01 | 528 |
| Total of all active and inactive participants | 2020-05-01 | 6,916 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-05-01 | 186 |
| Total participants | 2020-05-01 | 7,102 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-05-01 | 192 |
| Market value of plan assets | 2020-04-30 | 848,260,551 |
| Acturial value of plan assets | 2020-04-30 | 859,087,328 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-04-30 | 206,869,128 |
| Number of terminated vested participants | 2020-04-30 | 665 |
| Fundng target for terminated vested participants | 2020-04-30 | 20,867,604 |
| Active participant vested funding target | 2020-04-30 | 228,589,908 |
| Number of active participants | 2020-04-30 | 4,685 |
| Total funding liabilities for active participants | 2020-04-30 | 234,866,305 |
| Total participant count | 2020-04-30 | 6,712 |
| Total funding target for all participants | 2020-04-30 | 462,603,037 |
| Balance at beginning of prior year after applicable adjustments | 2020-04-30 | 59,099,790 |
| Amount remaining of carryover balance | 2020-04-30 | 59,099,790 |
| Amount remaining of prefunding balance | 2020-04-30 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-04-30 | 0 |
| Balance of carryovers at beginning of current year | 2020-04-30 | 62,368,008 |
| Balance of prefunding at beginning of current year | 2020-04-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-04-30 | 0 |
| Minimum required contributions for current year target normal cost | 2020-04-30 | 19,049,489 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-04-30 | 0 |
| Additional cash requirement | 2020-04-30 | 0 |
| Unpaid minimum required contributions for current year | 2020-04-30 | 0 |
| 2019: AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-05-01 | 6,634 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 4,860 |
| Number of retired or separated participants receiving benefits | 2019-05-01 | 1,240 |
| Number of other retired or separated participants entitled to future benefits | 2019-05-01 | 483 |
| Total of all active and inactive participants | 2019-05-01 | 6,583 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-05-01 | 175 |
| Total participants | 2019-05-01 | 6,758 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-05-01 | 192 |
| Market value of plan assets | 2019-04-30 | 817,415,301 |
| Acturial value of plan assets | 2019-04-30 | 840,130,523 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-04-30 | 190,124,819 |
| Number of terminated vested participants | 2019-04-30 | 597 |
| Fundng target for terminated vested participants | 2019-04-30 | 17,224,615 |
| Active participant vested funding target | 2019-04-30 | 216,267,175 |
| Number of active participants | 2019-04-30 | 4,428 |
| Total funding liabilities for active participants | 2019-04-30 | 221,693,511 |
| Total participant count | 2019-04-30 | 6,326 |
| Total funding target for all participants | 2019-04-30 | 429,042,945 |
| Balance at beginning of prior year after applicable adjustments | 2019-04-30 | 58,255,091 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-04-30 | 0 |
| Amount remaining of carryover balance | 2019-04-30 | 58,255,091 |
| Amount remaining of prefunding balance | 2019-04-30 | 0 |
| Present value of excess contributions | 2019-04-30 | 313,253,378 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-04-30 | 332,079,906 |
| Balance of carryovers at beginning of current year | 2019-04-30 | 59,099,790 |
| Balance of prefunding at beginning of current year | 2019-04-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-04-30 | 0 |
| Minimum required contributions for current year target normal cost | 2019-04-30 | 17,556,180 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-04-30 | 0 |
| Additional cash requirement | 2019-04-30 | 0 |
| Unpaid minimum required contributions for current year | 2019-04-30 | 0 |
| 2018: AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-05-01 | 6,248 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-05-01 | 4,653 |
| Number of retired or separated participants receiving benefits | 2018-05-01 | 1,165 |
| Number of other retired or separated participants entitled to future benefits | 2018-05-01 | 637 |
| Total of all active and inactive participants | 2018-05-01 | 6,455 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-05-01 | 179 |
| Total participants | 2018-05-01 | 6,634 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-05-01 | 189 |
| Market value of plan assets | 2018-04-30 | 498,326,160 |
| Acturial value of plan assets | 2018-04-30 | 512,420,749 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-04-30 | 166,970,545 |
| Number of terminated vested participants | 2018-04-30 | 521 |
| Fundng target for terminated vested participants | 2018-04-30 | 13,459,129 |
| Active participant vested funding target | 2018-04-30 | 197,024,421 |
| Number of active participants | 2018-04-30 | 4,225 |
| Total funding liabilities for active participants | 2018-04-30 | 201,817,410 |
| Total participant count | 2018-04-30 | 6,010 |
| Total funding target for all participants | 2018-04-30 | 382,247,084 |
| Balance at beginning of prior year after applicable adjustments | 2018-04-30 | 55,864,107 |
| Amount remaining of carryover balance | 2018-04-30 | 55,864,107 |
| Amount remaining of prefunding balance | 2018-04-30 | 0 |
| Present value of excess contributions | 2018-04-30 | 27,512,785 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-04-30 | 29,213,075 |
| Balance of carryovers at beginning of current year | 2018-04-30 | 58,255,091 |
| Balance of prefunding at beginning of current year | 2018-04-30 | 0 |
| Total employer contributions | 2018-04-30 | 328,937,571 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-04-30 | 313,253,378 |
| Remaining amount of unpaid minimum required contributions | 2018-04-30 | 0 |
| Minimum required contributions for current year target normal cost | 2018-04-30 | 15,499,245 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-04-30 | 0 |
| Additional cash requirement | 2018-04-30 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-04-30 | 313,253,378 |
| Unpaid minimum required contributions for current year | 2018-04-30 | 0 |
| 2017: AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-05-01 | 5,937 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 4,383 |
| Number of retired or separated participants receiving benefits | 2017-05-01 | 1,118 |
| Number of other retired or separated participants entitled to future benefits | 2017-05-01 | 580 |
| Total of all active and inactive participants | 2017-05-01 | 6,081 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-05-01 | 167 |
| Total participants | 2017-05-01 | 6,248 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-05-01 | 147 |
| Market value of plan assets | 2017-04-30 | 465,615,676 |
| Acturial value of plan assets | 2017-04-30 | 481,281,460 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-04-30 | 151,091,858 |
| Number of terminated vested participants | 2017-04-30 | 460 |
| Fundng target for terminated vested participants | 2017-04-30 | 10,794,389 |
| Active participant vested funding target | 2017-04-30 | 184,780,075 |
| Number of active participants | 2017-04-30 | 4,101 |
| Total funding liabilities for active participants | 2017-04-30 | 189,258,146 |
| Total participant count | 2017-04-30 | 5,779 |
| Total funding target for all participants | 2017-04-30 | 351,144,393 |
| Balance at beginning of prior year after applicable adjustments | 2017-04-30 | 54,427,228 |
| Amount remaining of carryover balance | 2017-04-30 | 54,427,228 |
| Amount remaining of prefunding balance | 2017-04-30 | 0 |
| Present value of excess contributions | 2017-04-30 | 35,355,145 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-04-30 | 37,607,268 |
| Balance of carryovers at beginning of current year | 2017-04-30 | 55,864,107 |
| Balance of prefunding at beginning of current year | 2017-04-30 | 0 |
| Total employer contributions | 2017-04-30 | 28,000,000 |
| Total employee contributions | 2017-04-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-04-30 | 27,512,785 |
| Remaining amount of unpaid minimum required contributions | 2017-04-30 | 0 |
| Minimum required contributions for current year target normal cost | 2017-04-30 | 14,564,449 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-04-30 | 0 |
| Additional cash requirement | 2017-04-30 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-04-30 | 27,512,785 |
| Unpaid minimum required contributions for current year | 2017-04-30 | 0 |
| 2016: AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-05-01 | 5,710 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 4,202 |
| Number of retired or separated participants receiving benefits | 2016-05-01 | 1,081 |
| Number of other retired or separated participants entitled to future benefits | 2016-05-01 | 493 |
| Total of all active and inactive participants | 2016-05-01 | 5,776 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-05-01 | 161 |
| Total participants | 2016-05-01 | 5,937 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-05-01 | 180 |
| 2015: AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-05-01 | 5,782 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 4,078 |
| Number of retired or separated participants receiving benefits | 2015-05-01 | 1,042 |
| Number of other retired or separated participants entitled to future benefits | 2015-05-01 | 437 |
| Total of all active and inactive participants | 2015-05-01 | 5,557 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-05-01 | 153 |
| Total participants | 2015-05-01 | 5,710 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-05-01 | 127 |
| 2014: AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-05-01 | 5,568 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 3,859 |
| Number of retired or separated participants receiving benefits | 2014-05-01 | 998 |
| Number of other retired or separated participants entitled to future benefits | 2014-05-01 | 765 |
| Total of all active and inactive participants | 2014-05-01 | 5,622 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-05-01 | 160 |
| Total participants | 2014-05-01 | 5,782 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-05-01 | 147 |
| 2013: AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-05-01 | 5,396 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 3,815 |
| Number of retired or separated participants receiving benefits | 2013-05-01 | 886 |
| Number of other retired or separated participants entitled to future benefits | 2013-05-01 | 711 |
| Total of all active and inactive participants | 2013-05-01 | 5,412 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-05-01 | 156 |
| Total participants | 2013-05-01 | 5,568 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-05-01 | 130 |
| 2012: AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-05-01 | 5,154 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 3,722 |
| Number of retired or separated participants receiving benefits | 2012-05-01 | 851 |
| Number of other retired or separated participants entitled to future benefits | 2012-05-01 | 676 |
| Total of all active and inactive participants | 2012-05-01 | 5,249 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-05-01 | 147 |
| Total participants | 2012-05-01 | 5,396 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-05-01 | 140 |
| 2011: AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-05-01 | 4,925 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 3,587 |
| Number of retired or separated participants receiving benefits | 2011-05-01 | 827 |
| Number of other retired or separated participants entitled to future benefits | 2011-05-01 | 621 |
| Total of all active and inactive participants | 2011-05-01 | 5,035 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-05-01 | 119 |
| Total participants | 2011-05-01 | 5,154 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-05-01 | 117 |
| 2010: AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-05-01 | 4,780 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-05-01 | 3,436 |
| Number of retired or separated participants receiving benefits | 2010-05-01 | 790 |
| Number of other retired or separated participants entitled to future benefits | 2010-05-01 | 586 |
| Total of all active and inactive participants | 2010-05-01 | 4,812 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-05-01 | 113 |
| Total participants | 2010-05-01 | 4,925 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-05-01 | 183 |
| 2009: AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-05-01 | 4,609 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 3,381 |
| Number of retired or separated participants receiving benefits | 2009-05-01 | 717 |
| Number of other retired or separated participants entitled to future benefits | 2009-05-01 | 555 |
| Total of all active and inactive participants | 2009-05-01 | 4,653 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-05-01 | 127 |
| Total participants | 2009-05-01 | 4,780 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-05-01 | 137 |
| Measure | Date | Value |
|---|
| 2023 : AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-04-30 | $-21,769,613 |
| Total unrealized appreciation/depreciation of assets | 2023-04-30 | $-21,769,613 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-04-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-04-30 | $2,000,000 |
| Total income from all sources (including contributions) | 2023-04-30 | $9,909,623 |
| Total loss/gain on sale of assets | 2023-04-30 | $3,526,825 |
| Total of all expenses incurred | 2023-04-30 | $25,443,521 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-04-30 | $25,443,521 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-04-30 | $0 |
| Value of total assets at end of year | 2023-04-30 | $856,577,311 |
| Value of total assets at beginning of year | 2023-04-30 | $874,111,209 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-04-30 | $0 |
| Total interest from all sources | 2023-04-30 | $22,806,677 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-04-30 | $5,345,734 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-04-30 | $5,239,797 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2023-04-30 | $1,490,974 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2023-04-30 | $1,607,782 |
| Was this plan covered by a fidelity bond | 2023-04-30 | Yes |
| Value of fidelity bond cover | 2023-04-30 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-04-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2023-04-30 | $113,573,780 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-04-30 | $115,245,980 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-04-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-04-30 | $2,000,000 |
| Other income not declared elsewhere | 2023-04-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-04-30 | No |
| Value of net income/loss | 2023-04-30 | $-15,533,898 |
| Value of net assets at end of year (total assets less liabilities) | 2023-04-30 | $856,577,311 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-04-30 | $872,111,209 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-04-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-04-30 | $225,083,797 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-04-30 | $227,564,094 |
| Interest earned on other investments | 2023-04-30 | $4,257,301 |
| Income. Interest from US Government securities | 2023-04-30 | $2,186,875 |
| Income. Interest from corporate debt instruments | 2023-04-30 | $16,239,153 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-04-30 | $5,239,077 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-04-30 | $1,628,350 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-04-30 | $1,628,350 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-04-30 | $123,348 |
| Asset value of US Government securities at end of year | 2023-04-30 | $89,085,229 |
| Asset value of US Government securities at beginning of year | 2023-04-30 | $105,194,856 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-04-30 | No |
| Income. Dividends from preferred stock | 2023-04-30 | $105,937 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-04-30 | $25,443,521 |
| Asset. Corporate debt instrument debt (other) at end of year | 2023-04-30 | $422,104,454 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2023-04-30 | $422,870,147 |
| Did the plan have assets held for investment | 2023-04-30 | 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 | 2023-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-04-30 | No |
| Aggregate proceeds on sale of assets | 2023-04-30 | $59,435,443 |
| Aggregate carrying amount (costs) on sale of assets | 2023-04-30 | $55,908,618 |
| Opinion of an independent qualified public accountant for this plan | 2023-04-30 | Unqualified |
| Accountancy firm name | 2023-04-30 | MANER COSTERISAN |
| Accountancy firm EIN | 2023-04-30 | 382157642 |
| 2022 : AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-04-30 | $-130,525,978 |
| Total unrealized appreciation/depreciation of assets | 2022-04-30 | $-130,525,978 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-04-30 | $2,000,000 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-04-30 | $1,886,374 |
| Total income from all sources (including contributions) | 2022-04-30 | $-45,285,438 |
| Total loss/gain on sale of assets | 2022-04-30 | $58,802,161 |
| Total of all expenses incurred | 2022-04-30 | $25,700,551 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-04-30 | $25,700,551 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-04-30 | $0 |
| Value of total assets at end of year | 2022-04-30 | $874,111,209 |
| Value of total assets at beginning of year | 2022-04-30 | $944,983,572 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-04-30 | $0 |
| Total interest from all sources | 2022-04-30 | $21,025,578 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-04-30 | $5,412,801 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-04-30 | $5,318,592 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-04-30 | $1,607,782 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-04-30 | $1,738,747 |
| Was this plan covered by a fidelity bond | 2022-04-30 | Yes |
| Value of fidelity bond cover | 2022-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-04-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2022-04-30 | $115,245,980 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-04-30 | $108,959,059 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-04-30 | $2,000,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-04-30 | $1,886,374 |
| Other income not declared elsewhere | 2022-04-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-04-30 | No |
| Value of net income/loss | 2022-04-30 | $-70,985,989 |
| Value of net assets at end of year (total assets less liabilities) | 2022-04-30 | $872,111,209 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-04-30 | $943,097,198 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-04-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-04-30 | $227,564,094 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-04-30 | $245,795,832 |
| Interest earned on other investments | 2022-04-30 | $3,570,043 |
| Income. Interest from US Government securities | 2022-04-30 | $2,524,575 |
| Income. Interest from corporate debt instruments | 2022-04-30 | $14,927,868 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-04-30 | $1,628,350 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-04-30 | $13,095,712 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-04-30 | $13,095,712 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-04-30 | $3,092 |
| Asset value of US Government securities at end of year | 2022-04-30 | $105,194,856 |
| Asset value of US Government securities at beginning of year | 2022-04-30 | $99,614,376 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-04-30 | No |
| Income. Dividends from preferred stock | 2022-04-30 | $94,209 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-04-30 | $25,700,551 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-04-30 | $422,870,147 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-04-30 | $475,779,846 |
| Did the plan have assets held for investment | 2022-04-30 | 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 | 2022-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-04-30 | No |
| Aggregate proceeds on sale of assets | 2022-04-30 | $178,347,742 |
| Aggregate carrying amount (costs) on sale of assets | 2022-04-30 | $119,545,581 |
| Opinion of an independent qualified public accountant for this plan | 2022-04-30 | Unqualified |
| Accountancy firm name | 2022-04-30 | MANER COSTERISAN |
| Accountancy firm EIN | 2022-04-30 | 382157642 |
| 2021 : AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-04-30 | $77,915,856 |
| Total unrealized appreciation/depreciation of assets | 2021-04-30 | $77,915,856 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-04-30 | $1,886,374 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-04-30 | $0 |
| Total income from all sources (including contributions) | 2021-04-30 | $104,705,581 |
| Total loss/gain on sale of assets | 2021-04-30 | $904,769 |
| Total of all expenses incurred | 2021-04-30 | $24,021,656 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-04-30 | $24,021,656 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-04-30 | $0 |
| Value of total assets at end of year | 2021-04-30 | $944,983,572 |
| Value of total assets at beginning of year | 2021-04-30 | $862,413,273 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-04-30 | $0 |
| Total interest from all sources | 2021-04-30 | $22,567,653 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-04-30 | $3,317,303 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-04-30 | $3,272,719 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-04-30 | $1,738,747 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-04-30 | $4,184,262 |
| Was this plan covered by a fidelity bond | 2021-04-30 | Yes |
| Value of fidelity bond cover | 2021-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-04-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2021-04-30 | $108,959,059 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-04-30 | $111,620,066 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-04-30 | $1,886,374 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-04-30 | No |
| Value of net income/loss | 2021-04-30 | $80,683,925 |
| Value of net assets at end of year (total assets less liabilities) | 2021-04-30 | $943,097,198 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-04-30 | $862,413,273 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-04-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-04-30 | $245,795,832 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-04-30 | $127,601,490 |
| Interest earned on other investments | 2021-04-30 | $3,786,051 |
| Income. Interest from US Government securities | 2021-04-30 | $2,780,037 |
| Income. Interest from corporate debt instruments | 2021-04-30 | $15,998,500 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-04-30 | $13,095,712 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-04-30 | $6,399,569 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-04-30 | $6,399,569 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-04-30 | $3,065 |
| Asset value of US Government securities at end of year | 2021-04-30 | $99,614,376 |
| Asset value of US Government securities at beginning of year | 2021-04-30 | $120,262,413 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-04-30 | No |
| Income. Dividends from preferred stock | 2021-04-30 | $44,584 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-04-30 | $24,021,656 |
| Asset. Corporate debt instrument debt (other) at end of year | 2021-04-30 | $475,779,846 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2021-04-30 | $492,345,473 |
| Did the plan have assets held for investment | 2021-04-30 | 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 | 2021-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-04-30 | No |
| Aggregate proceeds on sale of assets | 2021-04-30 | $103,039,152 |
| Aggregate carrying amount (costs) on sale of assets | 2021-04-30 | $102,134,383 |
| Opinion of an independent qualified public accountant for this plan | 2021-04-30 | Unqualified |
| Accountancy firm name | 2021-04-30 | MANER COSTERISAN |
| Accountancy firm EIN | 2021-04-30 | 382157642 |
| 2020 : AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-04-30 | $13,861,777 |
| Total unrealized appreciation/depreciation of assets | 2020-04-30 | $13,861,777 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-04-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-04-30 | $1,466,802 |
| Total income from all sources (including contributions) | 2020-04-30 | $41,974,682 |
| Total loss/gain on sale of assets | 2020-04-30 | $291,089 |
| Total of all expenses incurred | 2020-04-30 | $26,355,158 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-04-30 | $26,355,158 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-04-30 | $0 |
| Value of total assets at end of year | 2020-04-30 | $862,413,273 |
| Value of total assets at beginning of year | 2020-04-30 | $848,260,551 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-04-30 | $0 |
| Total interest from all sources | 2020-04-30 | $24,578,969 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-04-30 | $3,242,847 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-04-30 | $2,974,613 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2020-04-30 | $4,184,262 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-04-30 | $4,398,458 |
| Was this plan covered by a fidelity bond | 2020-04-30 | Yes |
| Value of fidelity bond cover | 2020-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-04-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2020-04-30 | $111,620,066 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-04-30 | $116,790,251 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-04-30 | $1,466,802 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-04-30 | No |
| Value of net income/loss | 2020-04-30 | $15,619,524 |
| Value of net assets at end of year (total assets less liabilities) | 2020-04-30 | $862,413,273 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-04-30 | $846,793,749 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-04-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-04-30 | $127,601,490 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-04-30 | $122,703,628 |
| Interest earned on other investments | 2020-04-30 | $3,883,592 |
| Income. Interest from US Government securities | 2020-04-30 | $3,102,857 |
| Income. Interest from corporate debt instruments | 2020-04-30 | $17,445,769 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-04-30 | $6,399,569 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-04-30 | $5,197,680 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-04-30 | $5,197,680 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-04-30 | $146,751 |
| Asset value of US Government securities at end of year | 2020-04-30 | $120,262,413 |
| Asset value of US Government securities at beginning of year | 2020-04-30 | $121,371,319 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-04-30 | No |
| Income. Dividends from preferred stock | 2020-04-30 | $268,234 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-04-30 | $26,355,158 |
| Asset. Corporate debt instrument debt (other) at end of year | 2020-04-30 | $492,345,473 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-04-30 | $477,799,215 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-04-30 | No |
| Did the plan have assets held for investment | 2020-04-30 | 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 | 2020-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-04-30 | No |
| Aggregate proceeds on sale of assets | 2020-04-30 | $62,028,534 |
| Aggregate carrying amount (costs) on sale of assets | 2020-04-30 | $61,737,445 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-04-30 | Unqualified |
| Accountancy firm name | 2020-04-30 | MANER COSTERISAN |
| Accountancy firm EIN | 2020-04-30 | 382157642 |
| 2019 : AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-04-30 | $14,539,500 |
| Total unrealized appreciation/depreciation of assets | 2019-04-30 | $14,539,500 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-04-30 | $1,466,802 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-04-30 | $0 |
| Total income from all sources (including contributions) | 2019-04-30 | $44,850,651 |
| Total loss/gain on sale of assets | 2019-04-30 | $87,077 |
| Total of all expenses incurred | 2019-04-30 | $17,923,980 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-04-30 | $17,923,980 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-04-30 | $0 |
| Value of total assets at end of year | 2019-04-30 | $848,260,551 |
| Value of total assets at beginning of year | 2019-04-30 | $819,867,078 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-04-30 | $0 |
| Total interest from all sources | 2019-04-30 | $22,091,379 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-04-30 | $7,136,323 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-04-30 | $6,949,528 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-04-30 | $4,398,458 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-04-30 | $3,462,243 |
| Was this plan covered by a fidelity bond | 2019-04-30 | Yes |
| Value of fidelity bond cover | 2019-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-04-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2019-04-30 | $116,790,251 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-04-30 | $75,382,329 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-04-30 | $1,466,802 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-04-30 | No |
| Value of net income/loss | 2019-04-30 | $26,926,671 |
| Value of net assets at end of year (total assets less liabilities) | 2019-04-30 | $846,793,749 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-04-30 | $819,867,078 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-04-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-04-30 | $122,703,628 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-04-30 | $118,707,256 |
| Interest earned on other investments | 2019-04-30 | $3,077,809 |
| Income. Interest from US Government securities | 2019-04-30 | $4,040,082 |
| Income. Interest from corporate debt instruments | 2019-04-30 | $14,660,266 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-04-30 | $5,197,680 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-04-30 | $9,386,116 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-04-30 | $9,386,116 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-04-30 | $313,222 |
| Asset value of US Government securities at end of year | 2019-04-30 | $121,371,319 |
| Asset value of US Government securities at beginning of year | 2019-04-30 | $138,379,484 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-04-30 | $996,372 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-04-30 | No |
| Employer contributions (assets) at beginning of year | 2019-04-30 | $129,006,935 |
| Income. Dividends from preferred stock | 2019-04-30 | $186,795 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-04-30 | $17,923,980 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-04-30 | $477,799,215 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-04-30 | $345,542,715 |
| Did the plan have assets held for investment | 2019-04-30 | 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 | 2019-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-04-30 | No |
| Aggregate proceeds on sale of assets | 2019-04-30 | $64,572,632 |
| Aggregate carrying amount (costs) on sale of assets | 2019-04-30 | $64,485,555 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-04-30 | Unqualified |
| Accountancy firm name | 2019-04-30 | MANER COSTERISAN |
| Accountancy firm EIN | 2019-04-30 | 382157642 |
| 2018 : AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-04-30 | $-16,158,898 |
| Total unrealized appreciation/depreciation of assets | 2018-04-30 | $-16,158,898 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-04-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-04-30 | $624,038 |
| Total income from all sources (including contributions) | 2018-04-30 | $339,007,478 |
| Total loss/gain on sale of assets | 2018-04-30 | $352,093 |
| Total of all expenses incurred | 2018-04-30 | $16,842,521 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-04-30 | $16,842,521 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-04-30 | $328,937,571 |
| Value of total assets at end of year | 2018-04-30 | $819,867,078 |
| Value of total assets at beginning of year | 2018-04-30 | $498,326,159 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-04-30 | $0 |
| Total interest from all sources | 2018-04-30 | $14,260,992 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-04-30 | $3,615,157 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-04-30 | $3,480,331 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-04-30 | $3,462,243 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-04-30 | $2,820,793 |
| Was this plan covered by a fidelity bond | 2018-04-30 | Yes |
| Value of fidelity bond cover | 2018-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-04-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2018-04-30 | $75,382,329 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-04-30 | $61,655,130 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-04-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-04-30 | $624,038 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-04-30 | No |
| Value of net income/loss | 2018-04-30 | $322,164,957 |
| Value of net assets at end of year (total assets less liabilities) | 2018-04-30 | $819,867,078 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-04-30 | $497,702,121 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-04-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-04-30 | $118,707,256 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-04-30 | $96,797,509 |
| Interest earned on other investments | 2018-04-30 | $2,203,779 |
| Income. Interest from US Government securities | 2018-04-30 | $2,629,817 |
| Income. Interest from corporate debt instruments | 2018-04-30 | $9,164,506 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-04-30 | $9,386,116 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-04-30 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-04-30 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-04-30 | $262,890 |
| Asset value of US Government securities at end of year | 2018-04-30 | $138,379,484 |
| Asset value of US Government securities at beginning of year | 2018-04-30 | $95,117,367 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-04-30 | $8,000,563 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-04-30 | No |
| Contributions received in cash from employer | 2018-04-30 | $328,937,571 |
| Employer contributions (assets) at end of year | 2018-04-30 | $129,006,935 |
| Employer contributions (assets) at beginning of year | 2018-04-30 | $0 |
| Income. Dividends from preferred stock | 2018-04-30 | $134,826 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-04-30 | $16,842,521 |
| Asset. Corporate debt instrument debt (other) at end of year | 2018-04-30 | $345,542,715 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2018-04-30 | $241,935,360 |
| Did the plan have assets held for investment | 2018-04-30 | 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 | 2018-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-04-30 | No |
| Aggregate proceeds on sale of assets | 2018-04-30 | $50,707,729 |
| Aggregate carrying amount (costs) on sale of assets | 2018-04-30 | $50,355,636 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-04-30 | Unqualified |
| Accountancy firm name | 2018-04-30 | MANER COSTERISAN |
| Accountancy firm EIN | 2018-04-30 | 382157642 |
| 2017 : AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-04-30 | $-5,489,169 |
| Total unrealized appreciation/depreciation of assets | 2017-04-30 | $-5,489,169 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-04-30 | $624,038 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-04-30 | $504,176 |
| Total income from all sources (including contributions) | 2017-04-30 | $48,086,764 |
| Total loss/gain on sale of assets | 2017-04-30 | $1,104,989 |
| Total of all expenses incurred | 2017-04-30 | $15,496,143 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-04-30 | $15,496,143 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-04-30 | $28,000,000 |
| Value of total assets at end of year | 2017-04-30 | $498,326,159 |
| Value of total assets at beginning of year | 2017-04-30 | $465,615,676 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-04-30 | $0 |
| Total interest from all sources | 2017-04-30 | $11,033,223 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-04-30 | $2,457,593 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-04-30 | $2,402,185 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-04-30 | $2,820,793 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-04-30 | $739,693 |
| Was this plan covered by a fidelity bond | 2017-04-30 | Yes |
| Value of fidelity bond cover | 2017-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-04-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2017-04-30 | $61,655,130 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-04-30 | $61,650,418 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-04-30 | $624,038 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-04-30 | $504,176 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-04-30 | No |
| Value of net income/loss | 2017-04-30 | $32,590,621 |
| Value of net assets at end of year (total assets less liabilities) | 2017-04-30 | $497,702,121 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-04-30 | $465,111,500 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-04-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-04-30 | $96,797,509 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-04-30 | $87,511,812 |
| Interest earned on other investments | 2017-04-30 | $2,057,988 |
| Income. Interest from US Government securities | 2017-04-30 | $2,330,951 |
| Income. Interest from corporate debt instruments | 2017-04-30 | $6,644,284 |
| Asset value of US Government securities at end of year | 2017-04-30 | $95,117,367 |
| Asset value of US Government securities at beginning of year | 2017-04-30 | $109,350,490 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-04-30 | $10,980,128 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-04-30 | No |
| Contributions received in cash from employer | 2017-04-30 | $28,000,000 |
| Income. Dividends from preferred stock | 2017-04-30 | $55,408 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-04-30 | $15,496,143 |
| Asset. Corporate debt instrument debt (other) at end of year | 2017-04-30 | $241,935,360 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-04-30 | $206,363,263 |
| Did the plan have assets held for investment | 2017-04-30 | 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 | 2017-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-04-30 | No |
| Aggregate proceeds on sale of assets | 2017-04-30 | $48,433,761 |
| Aggregate carrying amount (costs) on sale of assets | 2017-04-30 | $47,328,772 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-04-30 | Unqualified |
| Accountancy firm name | 2017-04-30 | MANER COSTERISAN |
| Accountancy firm EIN | 2017-04-30 | 382157642 |
| 2016 : AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-04-30 | $1,385,601 |
| Total unrealized appreciation/depreciation of assets | 2016-04-30 | $1,385,601 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-04-30 | $504,176 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-04-30 | $675,558 |
| Total income from all sources (including contributions) | 2016-04-30 | $47,996,852 |
| Total loss/gain on sale of assets | 2016-04-30 | $277,442 |
| Total of all expenses incurred | 2016-04-30 | $24,318,021 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-04-30 | $24,318,021 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-04-30 | $36,000,000 |
| Value of total assets at end of year | 2016-04-30 | $465,615,676 |
| Value of total assets at beginning of year | 2016-04-30 | $442,108,227 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-04-30 | $0 |
| Total interest from all sources | 2016-04-30 | $10,843,618 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-04-30 | $4,356,224 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-04-30 | $4,315,874 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-04-30 | $739,693 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-04-30 | $748,093 |
| Was this plan covered by a fidelity bond | 2016-04-30 | Yes |
| Value of fidelity bond cover | 2016-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-04-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2016-04-30 | $61,650,418 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-04-30 | $48,859,570 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-04-30 | $504,176 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-04-30 | $675,558 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-04-30 | No |
| Value of net income/loss | 2016-04-30 | $23,678,831 |
| Value of net assets at end of year (total assets less liabilities) | 2016-04-30 | $465,111,500 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-04-30 | $441,432,669 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-04-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-04-30 | $87,511,812 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-04-30 | $94,669,655 |
| Interest earned on other investments | 2016-04-30 | $1,926,793 |
| Income. Interest from US Government securities | 2016-04-30 | $2,615,303 |
| Income. Interest from corporate debt instruments | 2016-04-30 | $6,301,522 |
| Asset value of US Government securities at end of year | 2016-04-30 | $109,350,490 |
| Asset value of US Government securities at beginning of year | 2016-04-30 | $122,252,943 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-04-30 | $-4,866,033 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-04-30 | No |
| Contributions received in cash from employer | 2016-04-30 | $36,000,000 |
| Income. Dividends from preferred stock | 2016-04-30 | $40,350 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-04-30 | $24,318,021 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-04-30 | $206,363,263 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-04-30 | $175,577,966 |
| Did the plan have assets held for investment | 2016-04-30 | 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 | 2016-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-04-30 | No |
| Aggregate proceeds on sale of assets | 2016-04-30 | $53,957,323 |
| Aggregate carrying amount (costs) on sale of assets | 2016-04-30 | $53,679,881 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-04-30 | Unqualified |
| Accountancy firm name | 2016-04-30 | MANER COSTERISAN |
| Accountancy firm EIN | 2016-04-30 | 382157642 |
| 2015 : AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-04-30 | $2,390,309 |
| Total unrealized appreciation/depreciation of assets | 2015-04-30 | $2,390,309 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-30 | $675,558 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-30 | $0 |
| Total income from all sources (including contributions) | 2015-04-30 | $49,988,873 |
| Total loss/gain on sale of assets | 2015-04-30 | $445,520 |
| Total of all expenses incurred | 2015-04-30 | $13,132,179 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-04-30 | $13,132,179 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-04-30 | $30,000,000 |
| Value of total assets at end of year | 2015-04-30 | $442,108,227 |
| Value of total assets at beginning of year | 2015-04-30 | $404,575,975 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-04-30 | $0 |
| Total interest from all sources | 2015-04-30 | $10,523,875 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-04-30 | $4,497,427 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-04-30 | $4,460,410 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-04-30 | $748,093 |
| Was this plan covered by a fidelity bond | 2015-04-30 | Yes |
| Value of fidelity bond cover | 2015-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-04-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2015-04-30 | $48,859,570 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-04-30 | $675,558 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-04-30 | No |
| Value of net income/loss | 2015-04-30 | $36,856,694 |
| Value of net assets at end of year (total assets less liabilities) | 2015-04-30 | $441,432,669 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-04-30 | $404,575,975 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-04-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-04-30 | $94,669,655 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-04-30 | $87,879,964 |
| Interest earned on other investments | 2015-04-30 | $4,058,631 |
| Income. Interest from US Government securities | 2015-04-30 | $1,956,314 |
| Income. Interest from corporate debt instruments | 2015-04-30 | $4,508,930 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-04-30 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-04-30 | $116,772,315 |
| Asset value of US Government securities at end of year | 2015-04-30 | $122,252,943 |
| Asset value of US Government securities at beginning of year | 2015-04-30 | $58,328,756 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-04-30 | $2,131,742 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-04-30 | Yes |
| Contributions received in cash from employer | 2015-04-30 | $30,000,000 |
| Income. Dividends from preferred stock | 2015-04-30 | $37,017 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-04-30 | $13,132,179 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-04-30 | $175,577,966 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-04-30 | $141,594,940 |
| Did the plan have assets held for investment | 2015-04-30 | 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 | 2015-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-04-30 | No |
| Aggregate proceeds on sale of assets | 2015-04-30 | $34,181,477 |
| Aggregate carrying amount (costs) on sale of assets | 2015-04-30 | $33,735,957 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-04-30 | Unqualified |
| Accountancy firm name | 2015-04-30 | MANER COSTERISAN |
| Accountancy firm EIN | 2015-04-30 | 382157642 |
| 2014 : AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-04-30 | $-6,853,512 |
| Total unrealized appreciation/depreciation of assets | 2014-04-30 | $-6,853,512 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-30 | $0 |
| Total income from all sources (including contributions) | 2014-04-30 | $46,870,358 |
| Total loss/gain on sale of assets | 2014-04-30 | $46,001 |
| Total of all expenses incurred | 2014-04-30 | $11,967,378 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-04-30 | $11,967,378 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-04-30 | $30,000,000 |
| Value of total assets at end of year | 2014-04-30 | $404,575,975 |
| Value of total assets at beginning of year | 2014-04-30 | $369,672,995 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-04-30 | $0 |
| Total interest from all sources | 2014-04-30 | $10,252,815 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-04-30 | $2,774,920 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-04-30 | No |
| Was this plan covered by a fidelity bond | 2014-04-30 | Yes |
| Value of fidelity bond cover | 2014-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-04-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-04-30 | No |
| Value of net income/loss | 2014-04-30 | $34,902,980 |
| Value of net assets at end of year (total assets less liabilities) | 2014-04-30 | $404,575,975 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-04-30 | $369,672,995 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-04-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-04-30 | $87,879,964 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-04-30 | $79,607,638 |
| Interest earned on other investments | 2014-04-30 | $4,095,433 |
| Income. Interest from US Government securities | 2014-04-30 | $1,126,903 |
| Income. Interest from corporate debt instruments | 2014-04-30 | $5,030,479 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-04-30 | $116,772,315 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-04-30 | $110,204,558 |
| Asset value of US Government securities at end of year | 2014-04-30 | $58,328,756 |
| Asset value of US Government securities at beginning of year | 2014-04-30 | $33,927,724 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-04-30 | $10,650,134 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-04-30 | No |
| Contributions received in cash from employer | 2014-04-30 | $30,000,000 |
| Income. Dividends from preferred stock | 2014-04-30 | $24,759 |
| Income. Dividends from common stock | 2014-04-30 | $2,750,161 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-04-30 | $11,967,378 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-04-30 | $141,594,940 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-04-30 | $145,933,075 |
| Did the plan have assets held for investment | 2014-04-30 | 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 | 2014-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-04-30 | No |
| Aggregate proceeds on sale of assets | 2014-04-30 | $24,980,179 |
| Aggregate carrying amount (costs) on sale of assets | 2014-04-30 | $24,934,178 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-04-30 | Unqualified |
| Accountancy firm name | 2014-04-30 | MANER COSTERISAN |
| Accountancy firm EIN | 2014-04-30 | 382157642 |
| 2013 : AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-04-30 | $4,718 |
| Total unrealized appreciation/depreciation of assets | 2013-04-30 | $4,718 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-04-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-04-30 | $0 |
| Total income from all sources (including contributions) | 2013-04-30 | $50,553,096 |
| Total loss/gain on sale of assets | 2013-04-30 | $75,466 |
| Total of all expenses incurred | 2013-04-30 | $11,263,881 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-04-30 | $11,263,881 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-04-30 | $30,000,000 |
| Value of total assets at end of year | 2013-04-30 | $369,672,995 |
| Value of total assets at beginning of year | 2013-04-30 | $330,383,780 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-04-30 | $0 |
| Total interest from all sources | 2013-04-30 | $5,977,691 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-04-30 | $1,739,931 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-04-30 | No |
| Was this plan covered by a fidelity bond | 2013-04-30 | Yes |
| Value of fidelity bond cover | 2013-04-30 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-04-30 | No |
| Other income not declared elsewhere | 2013-04-30 | $4,115,010 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-04-30 | No |
| Value of net income/loss | 2013-04-30 | $39,289,215 |
| Value of net assets at end of year (total assets less liabilities) | 2013-04-30 | $369,672,995 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-04-30 | $330,383,780 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-04-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-04-30 | $79,607,638 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-04-30 | $58,375,331 |
| Interest earned on other investments | 2013-04-30 | $-68,301 |
| Income. Interest from US Government securities | 2013-04-30 | $690,582 |
| Income. Interest from corporate debt instruments | 2013-04-30 | $5,355,410 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-04-30 | $110,204,558 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-04-30 | $102,537,429 |
| Asset value of US Government securities at end of year | 2013-04-30 | $33,927,724 |
| Asset value of US Government securities at beginning of year | 2013-04-30 | $23,524,491 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-04-30 | $8,640,280 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-04-30 | No |
| Contributions received in cash from employer | 2013-04-30 | $30,000,000 |
| Income. Dividends from common stock | 2013-04-30 | $1,739,931 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-04-30 | $11,263,881 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-04-30 | $145,933,075 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-04-30 | $145,946,529 |
| Did the plan have assets held for investment | 2013-04-30 | 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 | 2013-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-04-30 | No |
| Aggregate proceeds on sale of assets | 2013-04-30 | $16,852,833 |
| Aggregate carrying amount (costs) on sale of assets | 2013-04-30 | $16,777,367 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-04-30 | Unqualified |
| Accountancy firm name | 2013-04-30 | MANER COSTERISAN |
| Accountancy firm EIN | 2013-04-30 | 382157642 |
| 2012 : AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-04-30 | $7,881,017 |
| Total unrealized appreciation/depreciation of assets | 2012-04-30 | $7,881,017 |
| Total income from all sources (including contributions) | 2012-04-30 | $33,293,771 |
| Total loss/gain on sale of assets | 2012-04-30 | $0 |
| Total of all expenses incurred | 2012-04-30 | $10,602,455 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-04-30 | $10,602,455 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-04-30 | $12,000,000 |
| Value of total assets at end of year | 2012-04-30 | $330,383,780 |
| Value of total assets at beginning of year | 2012-04-30 | $307,692,464 |
| Total interest from all sources | 2012-04-30 | $6,296,896 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-04-30 | $1,352,015 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-04-30 | $-243 |
| Was this plan covered by a fidelity bond | 2012-04-30 | Yes |
| Value of fidelity bond cover | 2012-04-30 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-04-30 | No |
| Other income not declared elsewhere | 2012-04-30 | $4,348,251 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-04-30 | No |
| Value of net income/loss | 2012-04-30 | $22,691,316 |
| Value of net assets at end of year (total assets less liabilities) | 2012-04-30 | $330,383,780 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-04-30 | $307,692,464 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-04-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-04-30 | $58,375,331 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-04-30 | $38,079,969 |
| Interest earned on other investments | 2012-04-30 | $284,968 |
| Income. Interest from US Government securities | 2012-04-30 | $509,479 |
| Income. Interest from corporate debt instruments | 2012-04-30 | $5,502,449 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-04-30 | $102,537,429 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-04-30 | $97,894,688 |
| Asset value of US Government securities at end of year | 2012-04-30 | $23,524,491 |
| Asset value of US Government securities at beginning of year | 2012-04-30 | $12,094,296 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-04-30 | $1,415,592 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-04-30 | No |
| Contributions received in cash from employer | 2012-04-30 | $12,000,000 |
| Income. Dividends from common stock | 2012-04-30 | $1,352,258 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-04-30 | $10,602,455 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-04-30 | $145,946,529 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-04-30 | $159,623,511 |
| Did the plan have assets held for investment | 2012-04-30 | 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 | 2012-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-04-30 | No |
| Aggregate proceeds on sale of assets | 2012-04-30 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2012-04-30 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-04-30 | Unqualified |
| Accountancy firm name | 2012-04-30 | MANER COSTERISAN |
| Accountancy firm EIN | 2012-04-30 | 382157642 |
| 2011 : AUTO-OWNERS INSURANCE COMPANY RETIREMENT INCOME PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-04-30 | $2,840,228 |
| Total unrealized appreciation/depreciation of assets | 2011-04-30 | $2,840,228 |
| Total income from all sources (including contributions) | 2011-04-30 | $25,128,848 |
| Total loss/gain on sale of assets | 2011-04-30 | $101,672 |
| Total of all expenses incurred | 2011-04-30 | $10,002,375 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-04-30 | $10,002,375 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-04-30 | $5,000,000 |
| Value of total assets at end of year | 2011-04-30 | $307,692,464 |
| Value of total assets at beginning of year | 2011-04-30 | $292,565,991 |
| Total interest from all sources | 2011-04-30 | $6,583,331 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-04-30 | $455,169 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-04-30 | $-2,491 |
| Was this plan covered by a fidelity bond | 2011-04-30 | Yes |
| Value of fidelity bond cover | 2011-04-30 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-04-30 | No |
| Other income not declared elsewhere | 2011-04-30 | $4,537,151 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-04-30 | No |
| Value of net income/loss | 2011-04-30 | $15,126,473 |
| Value of net assets at end of year (total assets less liabilities) | 2011-04-30 | $307,692,464 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-04-30 | $292,565,991 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-04-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-04-30 | $38,079,969 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-04-30 | $16,747,502 |
| Interest on participant loans | 2011-04-30 | $2,500 |
| Income. Interest from US Government securities | 2011-04-30 | $503,022 |
| Income. Interest from corporate debt instruments | 2011-04-30 | $6,077,809 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-04-30 | $97,894,688 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-04-30 | $90,826,213 |
| Asset value of US Government securities at end of year | 2011-04-30 | $12,094,296 |
| Asset value of US Government securities at beginning of year | 2011-04-30 | $16,820,642 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-04-30 | $5,611,297 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-04-30 | No |
| Contributions received in cash from employer | 2011-04-30 | $5,000,000 |
| Income. Dividends from common stock | 2011-04-30 | $457,660 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-04-30 | $10,002,375 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-04-30 | $159,623,511 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-04-30 | $168,171,634 |
| Did the plan have assets held for investment | 2011-04-30 | 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 | 2011-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-04-30 | No |
| Aggregate proceeds on sale of assets | 2011-04-30 | $6,173,898 |
| Aggregate carrying amount (costs) on sale of assets | 2011-04-30 | $6,072,226 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-04-30 | Unqualified |
| Accountancy firm name | 2011-04-30 | MANER COSTERISAN |
| Accountancy firm EIN | 2011-04-30 | 382157642 |
