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FARMERS MUTUAL 401(K) SAVINGS PLAN 401k Plan overview

Plan NameFARMERS MUTUAL 401(K) SAVINGS PLAN
Plan identification number 002

FARMERS MUTUAL 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FARMERS MUTUAL INSURANCE CO. OF NE has sponsored the creation of one or more 401k plans.

Company Name:FARMERS MUTUAL INSURANCE CO. OF NE
Employer identification number (EIN):470157205
NAIC Classification:524150

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FARMERS MUTUAL 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MARK WALZ2023-07-25 MARK WALZ2023-07-25
0022021-01-01MARK WALZ2022-10-17 MARK WALZ2022-10-17
0022020-01-01MARK WALZ2021-07-22 MARK WALZ2021-07-22
0022019-01-01MARK WALZ2020-09-30 MARK WALZ2020-09-30
0022018-01-01
0022017-01-01MARK WALZ
0022016-01-01MARK T. WALZ
0022015-01-01MARK WALZ
0022014-01-01MARK WALZ
0022013-01-01MARK WALZ
0022012-01-01MARK WALZ
0022011-01-01MARK WALZ
0022010-01-01MARK WALZ MARK WALZ2011-07-28
0022009-01-01MARK WALZ

Plan Statistics for FARMERS MUTUAL 401(K) SAVINGS PLAN

401k plan membership statisitcs for FARMERS MUTUAL 401(K) SAVINGS PLAN

Measure Date Value
2022: FARMERS MUTUAL 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01332
Total number of active participants reported on line 7a of the Form 55002022-01-01304
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-01334
Total participants2022-01-01334
Number of participants with account balances2022-01-01323
2021: FARMERS MUTUAL 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01319
Total number of active participants reported on line 7a of the Form 55002021-01-01305
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01334
Total participants2021-01-01334
Number of participants with account balances2021-01-01322
2020: FARMERS MUTUAL 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01296
Total number of active participants reported on line 7a of the Form 55002020-01-01292
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0121
Total of all active and inactive participants2020-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01314
Number of participants with account balances2020-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FARMERS MUTUAL 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01293
Total number of active participants reported on line 7a of the Form 55002019-01-01270
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01294
Total participants2019-01-01294
Number of participants with account balances2019-01-01289
2018: FARMERS MUTUAL 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01283
Total number of active participants reported on line 7a of the Form 55002018-01-01262
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01290
Total participants2018-01-01290
Number of participants with account balances2018-01-01285
2017: FARMERS MUTUAL 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01280
Total number of active participants reported on line 7a of the Form 55002017-01-01261
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01282
Number of participants with account balances2017-01-01273
2016: FARMERS MUTUAL 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01274
Total number of active participants reported on line 7a of the Form 55002016-01-01259
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01278
Number of participants with account balances2016-01-01267
2015: FARMERS MUTUAL 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01252
Total number of active participants reported on line 7a of the Form 55002015-01-01245
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01267
Number of participants with account balances2015-01-01244
2014: FARMERS MUTUAL 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01253
Total number of active participants reported on line 7a of the Form 55002014-01-01227
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01250
Number of participants with account balances2014-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FARMERS MUTUAL 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01245
Total number of active participants reported on line 7a of the Form 55002013-01-01226
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01246
Number of participants with account balances2013-01-01236
2012: FARMERS MUTUAL 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01237
Total number of active participants reported on line 7a of the Form 55002012-01-01224
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01241
Number of participants with account balances2012-01-01233
2011: FARMERS MUTUAL 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01235
Total number of active participants reported on line 7a of the Form 55002011-01-01217
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01236
Number of participants with account balances2011-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: FARMERS MUTUAL 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01228
Total number of active participants reported on line 7a of the Form 55002010-01-01218
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0120
Total of all active and inactive participants2010-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01240
Number of participants with account balances2010-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: FARMERS MUTUAL 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01236
Total number of active participants reported on line 7a of the Form 55002009-01-01212
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0130
Total of all active and inactive participants2009-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01244
Number of participants with account balances2009-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FARMERS MUTUAL 401(K) SAVINGS PLAN

Measure Date Value
2022 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-7,848,505
Total of all expenses incurred2022-12-31$1,978,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,890,463
Value of total corrective distributions2022-12-31$529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,476,070
Value of total assets at end of year2022-12-31$57,418,675
Value of total assets at beginning of year2022-12-31$67,245,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$87,175
Total interest from all sources2022-12-31$11,904
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$671,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$671,792
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,468,041
Participant contributions at end of year2022-12-31$279,187
Participant contributions at beginning of year2022-12-31$163,707
Participant contributions at end of year2022-12-31$71,361
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$921,283
Other income not declared elsewhere2022-12-31$-2,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,826,672
Value of net assets at end of year (total assets less liabilities)2022-12-31$57,418,675
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$67,245,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$42,605,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$49,757,243
Value of interest in pooled separate accounts at end of year2022-12-31$12,147,341
Value of interest in pooled separate accounts at beginning of year2022-12-31$16,863,707
Interest on participant loans2022-12-31$8,756
Interest earned on other investments2022-12-31$3,148
Value of interest in common/collective trusts at end of year2022-12-31$2,050,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$230,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$460,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,078,082
Net investment gain/loss from pooled separate accounts2022-12-31$-2,945,252
Net investment gain or loss from common/collective trusts2022-12-31$17,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,086,746
Employer contributions (assets) at end of year2022-12-31$34,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,890,463
Contract administrator fees2022-12-31$87,175
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$12,571,145
Total of all expenses incurred2021-12-31$1,831,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,712,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,524,827
Value of total assets at end of year2021-12-31$67,245,347
Value of total assets at beginning of year2021-12-31$56,505,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$118,210
Total interest from all sources2021-12-31$17,342
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$527,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$527,706
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,174,111
Participant contributions at end of year2021-12-31$163,707
Participant contributions at beginning of year2021-12-31$285,460
Participant contributions at beginning of year2021-12-31$58,396
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$351,791
Other income not declared elsewhere2021-12-31$2,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$10,740,019
Value of net assets at end of year (total assets less liabilities)2021-12-31$67,245,347
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$56,505,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$49,757,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$39,526,093
Value of interest in pooled separate accounts at end of year2021-12-31$16,863,707
Value of interest in pooled separate accounts at beginning of year2021-12-31$15,783,007
Interest on participant loans2021-12-31$10,954
Interest earned on other investments2021-12-31$6,388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$460,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$821,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,151,204
Net investment gain/loss from pooled separate accounts2021-12-31$1,347,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$998,925
Employer contributions (assets) at beginning of year2021-12-31$30,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,712,916
Contract administrator fees2021-12-31$118,210
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$12,170,884
Total of all expenses incurred2020-12-31$1,101,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$952,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,306,788
Value of total assets at end of year2020-12-31$56,505,328
Value of total assets at beginning of year2020-12-31$45,435,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$148,946
Total interest from all sources2020-12-31$23,572
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$536,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$536,141
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,942,028
Participant contributions at end of year2020-12-31$285,460
Participant contributions at beginning of year2020-12-31$213,091
Participant contributions at end of year2020-12-31$58,396
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$425,149
Other income not declared elsewhere2020-12-31$15,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$11,069,395
Value of net assets at end of year (total assets less liabilities)2020-12-31$56,505,328
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$45,435,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$39,526,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,362,942
Value of interest in pooled separate accounts at end of year2020-12-31$15,783,007
Value of interest in pooled separate accounts at beginning of year2020-12-31$25,024,609
Interest on participant loans2020-12-31$12,094
Interest earned on other investments2020-12-31$11,478
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$13,864,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$821,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$971,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,596,891
Net investment gain/loss from pooled separate accounts2020-12-31$2,615,130
Net investment gain or loss from common/collective trusts2020-12-31$76,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$939,611
Employer contributions (assets) at end of year2020-12-31$30,495
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$952,543
Contract administrator fees2020-12-31$148,946
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KPMG LLP
Accountancy firm EIN2020-12-31135565207
2019 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$10,944,206
Total of all expenses incurred2019-12-31$1,979,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,832,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,598,087
Value of total assets at end of year2019-12-31$45,435,933
Value of total assets at beginning of year2019-12-31$36,471,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$147,518
Total interest from all sources2019-12-31$23,242
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$57,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$57,533
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,727,024
Participant contributions at end of year2019-12-31$213,091
Participant contributions at beginning of year2019-12-31$235,285
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$25,194
Other income not declared elsewhere2019-12-31$24,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,964,372
Value of net assets at end of year (total assets less liabilities)2019-12-31$45,435,933
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$36,471,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,362,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,378,740
Value of interest in pooled separate accounts at end of year2019-12-31$25,024,609
Value of interest in pooled separate accounts at beginning of year2019-12-31$19,585,137
Interest on participant loans2019-12-31$11,053
Interest earned on other investments2019-12-31$12,189
Value of interest in common/collective trusts at end of year2019-12-31$13,864,222
Value of interest in common/collective trusts at beginning of year2019-12-31$11,377,260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$971,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$895,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,289,757
Net investment gain/loss from pooled separate accounts2019-12-31$4,495,391
Net investment gain or loss from common/collective trusts2019-12-31$2,455,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$845,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,832,316
Contract administrator fees2019-12-31$147,518
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm EIN2019-12-31135565207
2018 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-459,034
Total of all expenses incurred2018-12-31$568,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$565,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,482,252
Value of total assets at end of year2018-12-31$36,471,561
Value of total assets at beginning of year2018-12-31$37,499,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,866
Total interest from all sources2018-12-31$18,893
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$35,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$35,829
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,564,098
Participant contributions at end of year2018-12-31$235,285
Participant contributions at beginning of year2018-12-31$258,751
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$130,878
Other income not declared elsewhere2018-12-31$-6,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,027,753
Value of net assets at end of year (total assets less liabilities)2018-12-31$36,471,561
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$37,499,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,378,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,794,900
Value of interest in pooled separate accounts at end of year2018-12-31$19,585,137
Value of interest in pooled separate accounts at beginning of year2018-12-31$20,645,023
Interest on participant loans2018-12-31$11,036
Interest earned on other investments2018-12-31$7,857
Value of interest in common/collective trusts at end of year2018-12-31$11,377,260
Value of interest in common/collective trusts at beginning of year2018-12-31$11,013,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$895,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$787,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-407,340
Net investment gain/loss from pooled separate accounts2018-12-31$-1,637,649
Net investment gain or loss from common/collective trusts2018-12-31$-944,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$787,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$565,853
Contract administrator fees2018-12-31$2,866
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$8,058,281
Total of all expenses incurred2017-12-31$1,911,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,906,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,608,984
Value of total assets at end of year2017-12-31$37,499,314
Value of total assets at beginning of year2017-12-31$31,352,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,397
Total interest from all sources2017-12-31$16,145
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$26,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$26,881
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,452,294
Participant contributions at end of year2017-12-31$258,751
Participant contributions at beginning of year2017-12-31$253,426
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$418,576
Other income not declared elsewhere2017-12-31$-5,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,147,033
Value of net assets at end of year (total assets less liabilities)2017-12-31$37,499,314
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$31,352,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$4,397
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,794,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,307,142
Value of interest in pooled separate accounts at end of year2017-12-31$20,645,023
Value of interest in pooled separate accounts at beginning of year2017-12-31$25,863,583
Interest on participant loans2017-12-31$9,906
Interest earned on other investments2017-12-31$6,239
Value of interest in common/collective trusts at end of year2017-12-31$11,013,323
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$787,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$928,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$726,031
Net investment gain/loss from pooled separate accounts2017-12-31$3,134,678
Net investment gain or loss from common/collective trusts2017-12-31$1,551,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$738,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,906,851
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$4,852,337
Total of all expenses incurred2016-12-31$1,552,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,548,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,621,101
Value of total assets at end of year2016-12-31$31,352,281
Value of total assets at beginning of year2016-12-31$28,052,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,408
Total interest from all sources2016-12-31$15,763
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$20,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$20,450
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,379,365
Participant contributions at end of year2016-12-31$253,426
Participant contributions at beginning of year2016-12-31$149,458
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$559,640
Other income not declared elsewhere2016-12-31$8,507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,300,200
Value of net assets at end of year (total assets less liabilities)2016-12-31$31,352,281
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$28,052,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,307,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,514,383
Value of interest in pooled separate accounts at end of year2016-12-31$25,863,583
Value of interest in pooled separate accounts at beginning of year2016-12-31$23,161,688
Interest on participant loans2016-12-31$7,564
Interest earned on other investments2016-12-31$8,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$928,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,226,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$462,939
Net investment gain/loss from pooled separate accounts2016-12-31$1,723,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$682,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,548,729
Contract administrator fees2016-12-31$3,408
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,091,175
Total of all expenses incurred2015-12-31$982,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$979,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,063,109
Value of total assets at end of year2015-12-31$28,052,081
Value of total assets at beginning of year2015-12-31$26,943,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,877
Total interest from all sources2015-12-31$13,680
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$12,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$12,855
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,314,534
Participant contributions at end of year2015-12-31$149,458
Participant contributions at beginning of year2015-12-31$194,405
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$128,657
Other income not declared elsewhere2015-12-31$-8,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,108,390
Value of net assets at end of year (total assets less liabilities)2015-12-31$28,052,081
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,943,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,514,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,482,430
Value of interest in pooled separate accounts at end of year2015-12-31$23,161,688
Value of interest in pooled separate accounts at beginning of year2015-12-31$22,138,424
Interest on participant loans2015-12-31$6,421
Interest earned on other investments2015-12-31$7,259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,226,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,128,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$1,499
Net investment gain/loss from pooled separate accounts2015-12-31$8,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$619,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$979,908
Contract administrator fees2015-12-31$2,877
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,591,524
Total of all expenses incurred2014-12-31$2,140,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,136,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,889,403
Value of total assets at end of year2014-12-31$26,943,691
Value of total assets at beginning of year2014-12-31$25,492,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,752
Total interest from all sources2014-12-31$15,310
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$6,772
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,273,401
Participant contributions at end of year2014-12-31$194,405
Participant contributions at beginning of year2014-12-31$197,486
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,625
Other income not declared elsewhere2014-12-31$-2,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,451,104
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,943,691
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,492,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$3,752
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,482,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,365,086
Value of interest in pooled separate accounts at end of year2014-12-31$22,138,424
Value of interest in pooled separate accounts at beginning of year2014-12-31$20,874,086
Interest on participant loans2014-12-31$7,253
Interest earned on other investments2014-12-31$8,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,128,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,055,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$219,331
Net investment gain/loss from pooled separate accounts2014-12-31$1,463,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$603,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,136,668
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$6,207,456
Total of all expenses incurred2013-12-31$679,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$676,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,766,069
Value of total assets at end of year2013-12-31$25,492,587
Value of total assets at beginning of year2013-12-31$19,964,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,362
Total interest from all sources2013-12-31$17,243
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$9,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$9,815
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,167,223
Participant contributions at end of year2013-12-31$197,486
Participant contributions at beginning of year2013-12-31$231,283
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$39,341
Other income not declared elsewhere2013-12-31$-9,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,527,935
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,492,587
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,964,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,365,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,428,303
Value of interest in pooled separate accounts at end of year2013-12-31$20,874,086
Value of interest in pooled separate accounts at beginning of year2013-12-31$16,147,455
Interest on participant loans2013-12-31$7,713
Interest earned on other investments2013-12-31$9,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,055,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,157,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$881,896
Net investment gain/loss from pooled separate accounts2013-12-31$3,542,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$559,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$676,159
Contract administrator fees2013-12-31$3,362
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,838,700
Total of all expenses incurred2012-12-31$1,033,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,030,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,620,212
Value of total assets at end of year2012-12-31$19,964,652
Value of total assets at beginning of year2012-12-31$17,159,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,954
Total interest from all sources2012-12-31$24,257
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$12,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$12,784
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,036,498
Participant contributions at end of year2012-12-31$231,283
Participant contributions at beginning of year2012-12-31$200,501
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$74,798
Other income not declared elsewhere2012-12-31$-3,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,804,915
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,964,652
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,159,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$2,954
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,428,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,031,794
Value of interest in pooled separate accounts at end of year2012-12-31$16,147,455
Value of interest in pooled separate accounts at beginning of year2012-12-31$13,689,216
Interest on participant loans2012-12-31$8,046
Interest earned on other investments2012-12-31$16,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,157,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,238,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$363,257
Net investment gain/loss from pooled separate accounts2012-12-31$1,821,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$508,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,030,831
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,246,965
Total of all expenses incurred2011-12-31$1,534,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,531,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,521,467
Value of total assets at end of year2011-12-31$17,159,737
Value of total assets at beginning of year2011-12-31$17,447,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,551
Total interest from all sources2011-12-31$31,356
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$7,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$7,382
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$997,847
Participant contributions at end of year2011-12-31$200,501
Participant contributions at beginning of year2011-12-31$202,014
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$49,592
Other income not declared elsewhere2011-12-31$7,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-287,356
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,159,737
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,447,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$2,551
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,031,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,883,956
Value of interest in pooled separate accounts at end of year2011-12-31$13,689,216
Value of interest in pooled separate accounts at beginning of year2011-12-31$13,667,123
Interest on participant loans2011-12-31$8,018
Interest earned on other investments2011-12-31$23,338
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,238,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,694,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-141,646
Net investment gain/loss from pooled separate accounts2011-12-31$-178,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$474,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,531,770
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$3,540,138
Total of all expenses incurred2010-12-31$647,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$644,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,489,420
Value of total assets at end of year2010-12-31$17,447,093
Value of total assets at beginning of year2010-12-31$14,554,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,812
Total interest from all sources2010-12-31$51,442
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$5,822
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,022,702
Participant contributions at end of year2010-12-31$202,014
Participant contributions at beginning of year2010-12-31$163,228
Other income not declared elsewhere2010-12-31$1,211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,892,557
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,447,093
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,554,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$2,812
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,883,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,488,445
Value of interest in pooled separate accounts at end of year2010-12-31$13,667,123
Value of interest in pooled separate accounts at beginning of year2010-12-31$11,276,222
Interest on participant loans2010-12-31$8,338
Interest earned on other investments2010-12-31$43,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,694,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,626,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$305,087
Net investment gain/loss from pooled separate accounts2010-12-31$1,687,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$466,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$644,769
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207
2009 : FARMERS MUTUAL 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FARMERS MUTUAL 401(K) SAVINGS PLAN

2022: FARMERS MUTUAL 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FARMERS MUTUAL 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FARMERS MUTUAL 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FARMERS MUTUAL 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FARMERS MUTUAL 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FARMERS MUTUAL 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FARMERS MUTUAL 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FARMERS MUTUAL 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FARMERS MUTUAL 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FARMERS MUTUAL 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FARMERS MUTUAL 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FARMERS MUTUAL 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FARMERS MUTUAL 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FARMERS MUTUAL 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number384950
Policy instance 1
Insurance contract or identification number384950
Number of Individuals Covered334
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number384950
Policy instance 1
Insurance contract or identification number384950
Number of Individuals Covered369
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number384950
Policy instance 1
Insurance contract or identification number384950
Number of Individuals Covered314
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number384950
Policy instance 1
Insurance contract or identification number384950
Number of Individuals Covered294
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number384950
Policy instance 1
Insurance contract or identification number384950
Number of Individuals Covered290
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,560
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,560
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number384950
Policy instance 1
Insurance contract or identification number384950
Number of Individuals Covered282
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,526
Total amount of fees paid to insurance companyUSD $1,391
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,526
Amount paid for insurance broker fees1391
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameJAMES A WAGNER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number384950
Policy instance 1
Insurance contract or identification number384950
Number of Individuals Covered267
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,513
Total amount of fees paid to insurance companyUSD $966
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,513
Amount paid for insurance broker fees966
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameJAMES A WAGNER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number384950
Policy instance 1
Insurance contract or identification number384950
Number of Individuals Covered250
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,477
Total amount of fees paid to insurance companyUSD $956
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,477
Amount paid for insurance broker fees956
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameJAMES A WAGNER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number384950
Policy instance 1
Insurance contract or identification number384950
Number of Individuals Covered246
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $11,621
Total amount of fees paid to insurance companyUSD $4,784
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,621
Amount paid for insurance broker fees4784
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameJAMES A WAGNER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number384950
Policy instance 1
Insurance contract or identification number384950
Number of Individuals Covered241
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $12,121
Total amount of fees paid to insurance companyUSD $1,376
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,121
Amount paid for insurance broker fees1376
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameJAMES A WAGNER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number384950
Policy instance 1
Insurance contract or identification number384950
Number of Individuals Covered236
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,061
Total amount of fees paid to insurance companyUSD $3,516
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number384950
Policy instance 1
Insurance contract or identification number384950
Number of Individuals Covered240
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $10,171
Total amount of fees paid to insurance companyUSD $2,913
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $10,171
Amount paid for insurance broker fees2913
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameJAMES A WAGNER

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