BANK MUTUAL CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BANK MUTUAL CORPORATION PENSION PLAN
| Measure | Date | Value |
|---|
| 2018: BANK MUTUAL CORPORATION PENSION PLAN 2018 401k membership |
|---|
| Market value of plan assets | 2018-12-31 | 91,973,519 |
| Acturial value of plan assets | 2018-12-31 | 92,615,065 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 29,890,369 |
| Number of terminated vested participants | 2018-12-31 | 390 |
| Fundng target for terminated vested participants | 2018-12-31 | 12,454,217 |
| Active participant vested funding target | 2018-12-31 | 11,409,448 |
| Number of active participants | 2018-12-31 | 237 |
| Total funding liabilities for active participants | 2018-12-31 | 11,811,957 |
| Total participant count | 2018-12-31 | 919 |
| Total funding target for all participants | 2018-12-31 | 54,156,543 |
| Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 4,214,324 |
| Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
| Amount remaining of carryover balance | 2018-12-31 | 0 |
| Amount remaining of prefunding balance | 2018-12-31 | 4,214,324 |
| Present value of excess contributions | 2018-12-31 | 28,961,538 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 30,673,165 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2018-12-31 | 4,394,697 |
| Total employer contributions | 2018-12-31 | 6,166,086 |
| Total employee contributions | 2018-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 5,943,199 |
| Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-12-31 | 70,000 |
| Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
| Waiver amortization installment | 2018-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Additional cash requirement | 2018-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 5,943,199 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
| Total participants, beginning-of-year | 2018-01-01 | 919 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: BANK MUTUAL CORPORATION PENSION PLAN 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-31 | 61,373,522 |
| Acturial value of plan assets | 2017-12-31 | 62,537,947 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 27,676,412 |
| Number of terminated vested participants | 2017-12-31 | 362 |
| Fundng target for terminated vested participants | 2017-12-31 | 11,092,606 |
| Active participant vested funding target | 2017-12-31 | 11,877,068 |
| Number of active participants | 2017-12-31 | 285 |
| Total funding liabilities for active participants | 2017-12-31 | 11,996,285 |
| Total participant count | 2017-12-31 | 920 |
| Total funding target for all participants | 2017-12-31 | 50,765,303 |
| Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 4,007,916 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
| Amount remaining of carryover balance | 2017-12-31 | 0 |
| Amount remaining of prefunding balance | 2017-12-31 | 4,007,916 |
| Present value of excess contributions | 2017-12-31 | 1,599,324 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 1,696,883 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 4,214,324 |
| Total employer contributions | 2017-12-31 | 31,371,004 |
| Total employee contributions | 2017-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 28,961,538 |
| Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-12-31 | 0 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
| Waiver amortization installment | 2017-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
| Additional cash requirement | 2017-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 28,961,538 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
| Total participants, beginning-of-year | 2017-01-01 | 919 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 237 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 265 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 385 |
| Total of all active and inactive participants | 2017-01-01 | 887 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 32 |
| Total participants | 2017-01-01 | 919 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: BANK MUTUAL CORPORATION PENSION PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 59,275,671 |
| Acturial value of plan assets | 2016-12-31 | 61,185,282 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 26,557,651 |
| Number of terminated vested participants | 2016-12-31 | 340 |
| Fundng target for terminated vested participants | 2016-12-31 | 9,199,231 |
| Active participant vested funding target | 2016-12-31 | 12,778,115 |
| Number of active participants | 2016-12-31 | 329 |
| Total funding liabilities for active participants | 2016-12-31 | 12,964,743 |
| Total participant count | 2016-12-31 | 932 |
| Total funding target for all participants | 2016-12-31 | 48,721,625 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 3,958,827 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
| Amount remaining of carryover balance | 2016-12-31 | 0 |
| Amount remaining of prefunding balance | 2016-12-31 | 3,958,827 |
| Present value of excess contributions | 2016-12-31 | 590,019 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 627,190 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 4,007,916 |
| Total employer contributions | 2016-12-31 | 1,750,000 |
| Total employee contributions | 2016-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 1,599,324 |
| Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 0 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
| Waiver amortization installment | 2016-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
| Additional cash requirement | 2016-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 1,599,324 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 932 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 285 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 248 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 357 |
| Total of all active and inactive participants | 2016-01-01 | 890 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 29 |
| Total participants | 2016-01-01 | 919 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 3 |
| 2015: BANK MUTUAL CORPORATION PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 953 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 329 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 239 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 337 |
| Total of all active and inactive participants | 2015-01-01 | 905 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 27 |
| Total participants | 2015-01-01 | 932 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 16 |
| 2014: BANK MUTUAL CORPORATION PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 988 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 411 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 200 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 316 |
| Total of all active and inactive participants | 2014-01-01 | 927 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 26 |
| Total participants | 2014-01-01 | 953 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 25 |
| 2013: BANK MUTUAL CORPORATION PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 964 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 487 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 184 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 293 |
| Total of all active and inactive participants | 2013-01-01 | 964 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 24 |
| Total participants | 2013-01-01 | 988 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 39 |
| 2012: BANK MUTUAL CORPORATION PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 949 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 518 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 161 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 264 |
| Total of all active and inactive participants | 2012-01-01 | 943 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 21 |
| Total participants | 2012-01-01 | 964 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 43 |
| 2011: BANK MUTUAL CORPORATION PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 956 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 556 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 133 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 239 |
| Total of all active and inactive participants | 2011-01-01 | 928 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 21 |
| Total participants | 2011-01-01 | 949 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 56 |
| 2009: BANK MUTUAL CORPORATION PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 845 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 615 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 100 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 194 |
| Total of all active and inactive participants | 2009-01-01 | 909 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 16 |
| Total participants | 2009-01-01 | 925 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 24 |
| Measure | Date | Value |
|---|
| 2018 : BANK MUTUAL CORPORATION PENSION PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total transfer of assets from this plan | 2018-12-31 | $81,122,782 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $5,404,917 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $15,897,675 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $15,741,293 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $6,166,086 |
| Value of total assets at end of year | 2018-12-31 | $0 |
| Value of total assets at beginning of year | 2018-12-31 | $91,615,540 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $156,382 |
| Total interest from all sources | 2018-12-31 | $2,036,056 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $272,104 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2018-12-31 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $272,104 |
| Administrative expenses professional fees incurred | 2018-12-31 | $11,143 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Administrative expenses (other) incurred | 2018-12-31 | $67,932 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-10,492,758 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $91,615,540 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $35,476 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $10,467,457 |
| Interest earned on other investments | 2018-12-31 | $1,858,432 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $177,624 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $49,777,079 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $2,719,703 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,069,329 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $6,166,086 |
| Employer contributions (assets) at end of year | 2018-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $31,371,004 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $13,021,590 |
| Contract administrator fees | 2018-12-31 | $41,831 |
| Did the plan have assets held for investment | 2018-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2018-12-31 | 390758449 |
| 2017 : BANK MUTUAL CORPORATION PENSION PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $33,431,182 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $2,730,808 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,657,796 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $31,371,004 |
| Value of total assets at end of year | 2017-12-31 | $91,615,540 |
| Value of total assets at beginning of year | 2017-12-31 | $60,915,166 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $73,012 |
| Total interest from all sources | 2017-12-31 | $1,811,532 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $18,362 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Administrative expenses (other) incurred | 2017-12-31 | $30,659 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $30,700,374 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $91,615,540 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $60,915,166 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $10,467,457 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $10,652,564 |
| Interest earned on other investments | 2017-12-31 | $1,811,086 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $448,724 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $448,724 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $446 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $49,777,079 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $47,004,408 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $230,284 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $31,371,004 |
| Employer contributions (assets) at end of year | 2017-12-31 | $31,371,004 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $1,750,000 |
| Income. Dividends from common stock | 2017-12-31 | $18,362 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,657,796 |
| Contract administrator fees | 2017-12-31 | $42,353 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $1,059,470 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2017-12-31 | 390758449 |
| 2016 : BANK MUTUAL CORPORATION PENSION PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $171,964 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $171,964 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $3,593,996 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $2,665,994 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,591,918 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,750,000 |
| Value of total assets at end of year | 2016-12-31 | $60,915,166 |
| Value of total assets at beginning of year | 2016-12-31 | $59,987,164 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $74,076 |
| Total interest from all sources | 2016-12-31 | $1,638,471 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $33,561 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Administrative expenses (other) incurred | 2016-12-31 | $30,016 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $928,002 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $60,915,166 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $59,987,164 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $10,652,564 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $9,991,096 |
| Interest earned on other investments | 2016-12-31 | $1,638,471 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $448,724 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $415,162 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $415,162 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $47,004,408 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $48,040,285 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $1,750,000 |
| Employer contributions (assets) at end of year | 2016-12-31 | $1,750,000 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $650,000 |
| Income. Dividends from common stock | 2016-12-31 | $33,561 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,591,918 |
| Contract administrator fees | 2016-12-31 | $44,060 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $1,059,470 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $890,621 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2016-12-31 | 390758449 |
| 2015 : BANK MUTUAL CORPORATION PENSION PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-205,699 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-205,699 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $1,605,662 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $2,236,527 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,174,876 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
| Value of total assets at end of year | 2015-12-31 | $59,337,164 |
| Value of total assets at beginning of year | 2015-12-31 | $59,968,029 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $61,651 |
| Total interest from all sources | 2015-12-31 | $1,781,015 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $30,346 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-630,865 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $59,337,164 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $59,968,029 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $9,991,096 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $0 |
| Interest earned on other investments | 2015-12-31 | $1,781,015 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $415,162 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $384,816 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $384,816 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $48,040,285 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $48,448,236 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $650,000 |
| Employer contributions (assets) at end of year | 2015-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $10,000,000 |
| Income. Dividends from common stock | 2015-12-31 | $30,346 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,174,876 |
| Contract administrator fees | 2015-12-31 | $61,651 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $890,621 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $1,134,977 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2015-12-31 | 390758449 |
| 2014 : BANK MUTUAL CORPORATION PENSION PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-38,050 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-38,050 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $12,022,855 |
| Total loss/gain on sale of assets | 2014-12-31 | $89,596 |
| Total of all expenses incurred | 2014-12-31 | $1,818,625 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,786,307 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $10,000,000 |
| Value of total assets at end of year | 2014-12-31 | $59,968,029 |
| Value of total assets at beginning of year | 2014-12-31 | $49,763,799 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $32,318 |
| Total interest from all sources | 2014-12-31 | $1,940,919 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $30,390 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $10,204,230 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $59,968,029 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $49,763,799 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Interest earned on other investments | 2014-12-31 | $1,940,919 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $384,816 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $354,426 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $354,426 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $48,448,236 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $48,236,346 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $10,000,000 |
| Employer contributions (assets) at end of year | 2014-12-31 | $10,000,000 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
| Income. Dividends from common stock | 2014-12-31 | $30,390 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,786,307 |
| Contract administrator fees | 2014-12-31 | $32,318 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $1,134,977 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $1,173,027 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Aggregate proceeds on sale of assets | 2014-12-31 | $89,596 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2014-12-31 | 390758449 |
| 2013 : BANK MUTUAL CORPORATION PENSION PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $365,048 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $365,048 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $2,645,000 |
| Total loss/gain on sale of assets | 2013-12-31 | $102,384 |
| Total of all expenses incurred | 2013-12-31 | $1,465,844 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,433,132 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
| Value of total assets at end of year | 2013-12-31 | $49,763,799 |
| Value of total assets at beginning of year | 2013-12-31 | $48,584,643 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $32,712 |
| Total interest from all sources | 2013-12-31 | $2,147,684 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $29,884 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $1,179,156 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $49,763,799 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $48,584,643 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Interest earned on other investments | 2013-12-31 | $2,147,684 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $354,426 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $324,541 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $324,541 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $48,236,346 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $47,452,122 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Income. Dividends from common stock | 2013-12-31 | $29,884 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,433,132 |
| Contract administrator fees | 2013-12-31 | $32,712 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $1,173,027 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $807,980 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $102,384 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2013-12-31 | 390758449 |
| 2012 : BANK MUTUAL CORPORATION PENSION PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $176,578 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $176,578 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $2,402,406 |
| Total loss/gain on sale of assets | 2012-12-31 | $-10,475 |
| Total of all expenses incurred | 2012-12-31 | $1,204,529 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,170,913 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
| Value of total assets at end of year | 2012-12-31 | $48,584,643 |
| Value of total assets at beginning of year | 2012-12-31 | $47,386,766 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $33,616 |
| Total interest from all sources | 2012-12-31 | $2,205,150 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $31,153 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $1,197,877 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $48,584,643 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $47,386,766 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Interest earned on other investments | 2012-12-31 | $2,205,150 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $324,541 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $293,389 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $293,389 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $47,452,122 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $46,461,976 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Income. Dividends from common stock | 2012-12-31 | $31,153 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,170,913 |
| Contract administrator fees | 2012-12-31 | $33,616 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $807,980 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $631,401 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $10,475 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2012-12-31 | 390758449 |
| 2011 : BANK MUTUAL CORPORATION PENSION PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-390,019 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-390,019 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $7,035,690 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $1,067,767 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,038,004 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $5,000,000 |
| Value of total assets at end of year | 2011-12-31 | $47,386,766 |
| Value of total assets at beginning of year | 2011-12-31 | $41,418,843 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $29,763 |
| Total interest from all sources | 2011-12-31 | $2,265,219 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $30,995 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Other income not declared elsewhere | 2011-12-31 | $129,495 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $5,967,923 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $47,386,766 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $41,418,843 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Interest earned on other investments | 2011-12-31 | $2,265,219 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $293,389 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $262,394 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $262,394 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $46,461,976 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $40,135,029 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $5,000,000 |
| Income. Dividends from common stock | 2011-12-31 | $30,995 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,038,004 |
| Contract administrator fees | 2011-12-31 | $29,763 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $631,401 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $1,021,420 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2011-12-31 | 390758449 |
| 2010 : BANK MUTUAL CORPORATION PENSION PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-68,966 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-68,966 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $6,817,382 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $994,119 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $962,259 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $5,000,000 |
| Value of total assets at end of year | 2010-12-31 | $41,418,843 |
| Value of total assets at beginning of year | 2010-12-31 | $35,595,580 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $31,860 |
| Total interest from all sources | 2010-12-31 | $1,940,461 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $30,311 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Other income not declared elsewhere | 2010-12-31 | $-84,424 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $5,823,263 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $41,418,843 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $35,595,580 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Interest earned on other investments | 2010-12-31 | $1,940,461 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $262,394 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $232,083 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $232,083 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $40,135,029 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $34,273,111 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $5,000,000 |
| Income. Dividends from common stock | 2010-12-31 | $30,311 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $962,259 |
| Contract administrator fees | 2010-12-31 | $31,860 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $1,021,420 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $1,090,386 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2010-12-31 | 390758449 |
| 2009 : BANK MUTUAL CORPORATION PENSION PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
