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STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameSTATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN
Plan identification number 001

STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

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

Company Name:STATE MUTUAL INSURANCE COMPANY
Employer identification number (EIN):581449898
NAIC Classification:524130
NAIC Description:Reinsurance Carriers

Additional information about STATE MUTUAL INSURANCE COMPANY

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1936-03-26
Company Identification Number: 018193
Legal Registered Office Address: 500 Gulf Blvd.

Belleair Shores

33786

More information about STATE MUTUAL INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01ANN ROGERS
0012016-01-01ANN ROGERS
0012015-01-01ANN ROGERS
0012014-01-01ANN ROGERS
0012013-01-01ANN ROGERS
0012012-01-01ANN ROGERS
0012011-01-01ANN ROGERS
0012009-01-01ANN ROGERS
0012009-01-01ANN ROGERS
0012009-01-01ANN ROGERS
0012009-01-01ANN ROGERS
0012009-01-01ANN ROGERS
0012008-01-01

Plan Statistics for STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN

Measure Date Value
2021: STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-3112,357,395
Acturial value of plan assets2021-12-3112,357,395
Funding target for retired participants and beneficiaries receiving payment2021-12-317,732,320
Number of terminated vested participants2021-12-3178
Fundng target for terminated vested participants2021-12-311,336,402
Active participant vested funding target2021-12-311,752,972
Number of active participants2021-12-316
Total funding liabilities for active participants2021-12-311,752,972
Total participant count2021-12-31198
Total funding target for all participants2021-12-3110,821,694
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31163,503
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-31129,608
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3133,895
Present value of excess contributions2021-12-311,841,403
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-311,943,076
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3137,474
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3156,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01191
Total number of active participants reported on line 7a of the Form 55002021-01-015
Number of retired or separated participants receiving benefits2021-01-0194
Number of other retired or separated participants entitled to future benefits2021-01-0169
Total of all active and inactive participants2021-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0120
Total participants2021-01-01188
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-3110,277,268
Acturial value of plan assets2020-12-3110,277,268
Funding target for retired participants and beneficiaries receiving payment2020-12-318,062,156
Number of terminated vested participants2020-12-3178
Fundng target for terminated vested participants2020-12-311,176,289
Active participant vested funding target2020-12-311,657,291
Number of active participants2020-12-318
Total funding liabilities for active participants2020-12-311,657,291
Total participant count2020-12-31203
Total funding target for all participants2020-12-3110,895,736
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31155,274
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31163,503
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31163,503
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31163,503
Total employer contributions2020-12-312,132,304
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-312,005,802
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3157,000
Net shortfall amortization installment of oustanding balance2020-12-31781,971
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31294,007
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-31129,608
Additional cash requirement2020-12-31164,399
Contributions allocatedtoward minimum required contributions for current year2020-12-312,005,802
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01198
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-0192
Number of other retired or separated participants entitled to future benefits2020-01-0176
Total of all active and inactive participants2020-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0120
Total participants2020-01-01193
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-318,807,025
Acturial value of plan assets2019-12-318,807,025
Funding target for retired participants and beneficiaries receiving payment2019-12-317,970,929
Number of terminated vested participants2019-12-3182
Fundng target for terminated vested participants2019-12-311,459,328
Active participant vested funding target2019-12-311,577,133
Number of active participants2019-12-319
Total funding liabilities for active participants2019-12-311,577,133
Total participant count2019-12-31204
Total funding target for all participants2019-12-3111,007,390
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31256,391
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31270,467
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31806,526
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31751,278
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31182,000
Net shortfall amortization installment of oustanding balance2019-12-312,200,365
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31596,004
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31596,004
Contributions allocatedtoward minimum required contributions for current year2019-12-31751,278
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01202
Total number of active participants reported on line 7a of the Form 55002019-01-018
Number of retired or separated participants receiving benefits2019-01-0198
Number of other retired or separated participants entitled to future benefits2019-01-0176
Total of all active and inactive participants2019-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0118
Total participants2019-01-01200
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-319,982,715
Acturial value of plan assets2018-12-319,982,715
Funding target for retired participants and beneficiaries receiving payment2018-12-317,895,391
Number of terminated vested participants2018-12-3188
Fundng target for terminated vested participants2018-12-311,449,791
Active participant vested funding target2018-12-311,432,793
Number of active participants2018-12-319
Total funding liabilities for active participants2018-12-311,432,793
Total participant count2018-12-31215
Total funding target for all participants2018-12-3110,777,975
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31200,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31193,123
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-31795,260
Total funding amount beforereflecting carryover/prefunding balances2018-12-31163,996
Additional cash requirement2018-12-31163,996
Contributions allocatedtoward minimum required contributions for current year2018-12-31193,123
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01209
Total number of active participants reported on line 7a of the Form 55002018-01-019
Number of retired or separated participants receiving benefits2018-01-0196
Number of other retired or separated participants entitled to future benefits2018-01-0180
Total of all active and inactive participants2018-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0117
Total participants2018-01-01202
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-319,834,067
Acturial value of plan assets2017-12-319,834,067
Funding target for retired participants and beneficiaries receiving payment2017-12-318,438,544
Number of terminated vested participants2017-12-3195
Fundng target for terminated vested participants2017-12-311,128,244
Active participant vested funding target2017-12-311,325,357
Number of active participants2017-12-319
Total funding liabilities for active participants2017-12-311,325,357
Total participant count2017-12-31234
Total funding target for all participants2017-12-3110,892,145
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31200,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31192,952
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-311,058,078
Total funding amount beforereflecting carryover/prefunding balances2017-12-31185,300
Additional cash requirement2017-12-31185,300
Contributions allocatedtoward minimum required contributions for current year2017-12-31192,952
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01234
Total number of active participants reported on line 7a of the Form 55002017-01-019
Number of retired or separated participants receiving benefits2017-01-01100
Number of other retired or separated participants entitled to future benefits2017-01-0192
Total of all active and inactive participants2017-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0118
Total participants2017-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-3110,272,818
Acturial value of plan assets2016-12-3110,272,818
Funding target for retired participants and beneficiaries receiving payment2016-12-318,474,001
Number of terminated vested participants2016-12-31102
Fundng target for terminated vested participants2016-12-311,184,552
Active participant vested funding target2016-12-311,208,682
Number of active participants2016-12-319
Total funding liabilities for active participants2016-12-311,208,682
Total participant count2016-12-31240
Total funding target for all participants2016-12-3110,867,235
Balance at beginning of prior year after applicable adjustments2016-12-31175,971
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Amount remaining of carryover balance2016-12-31175,971
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-31185,444
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31200,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31192,547
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-31594,417
Total funding amount beforereflecting carryover/prefunding balances2016-12-3198,212
Additional cash requirement2016-12-3198,212
Contributions allocatedtoward minimum required contributions for current year2016-12-31192,547
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01240
Total number of active participants reported on line 7a of the Form 55002016-01-019
Number of retired or separated participants receiving benefits2016-01-01108
Number of other retired or separated participants entitled to future benefits2016-01-0195
Total of all active and inactive participants2016-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0122
Total participants2016-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01242
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of retired or separated participants receiving benefits2015-01-01109
Number of other retired or separated participants entitled to future benefits2015-01-01102
Total of all active and inactive participants2015-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0120
Total participants2015-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01245
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Number of retired or separated participants receiving benefits2014-01-01106
Number of other retired or separated participants entitled to future benefits2014-01-01107
Total of all active and inactive participants2014-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0118
Total participants2014-01-01242
2013: STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01250
Total number of active participants reported on line 7a of the Form 55002013-01-0111
Number of retired or separated participants receiving benefits2013-01-01108
Number of other retired or separated participants entitled to future benefits2013-01-01110
Total of all active and inactive participants2013-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0116
Total participants2013-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01259
Total number of active participants reported on line 7a of the Form 55002012-01-0111
Number of retired or separated participants receiving benefits2012-01-01111
Number of other retired or separated participants entitled to future benefits2012-01-01112
Total of all active and inactive participants2012-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0116
Total participants2012-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01277
Total number of active participants reported on line 7a of the Form 55002011-01-0113
Number of retired or separated participants receiving benefits2011-01-01110
Number of other retired or separated participants entitled to future benefits2011-01-01119
Total of all active and inactive participants2011-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0117
Total participants2011-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01286
Total number of active participants reported on line 7a of the Form 55002009-01-0115
Number of retired or separated participants receiving benefits2009-01-01112
Number of other retired or separated participants entitled to future benefits2009-01-01139
Total of all active and inactive participants2009-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0112
Total participants2009-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN

Measure Date Value
2021 : STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$721,727
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,031,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$923,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$12,071,798
Value of total assets at beginning of year2021-12-31$12,381,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$108,341
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-309,711
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,071,798
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,381,509
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 pooled separate accounts at end of year2021-12-31$12,071,798
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,315,357
Net investment gain/loss from pooled separate accounts2021-12-31$721,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at beginning of year2021-12-31$2,066,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$923,097
Contract administrator fees2021-12-31$108,341
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 name2021-12-31NICHOLS, CAULEY & ASSOCIATES, LLC
Accountancy firm EIN2021-12-31582475857
2020 : STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,122,045
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,036,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$975,529
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,132,304
Value of total assets at end of year2020-12-31$12,381,509
Value of total assets at beginning of year2020-12-31$10,296,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$61,409
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$12,033
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$12,033
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
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$2,085,107
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,381,509
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,296,402
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,206,144
Value of interest in pooled separate accounts at end of year2020-12-31$10,315,357
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,433,732
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$22,491
Net investment gain/loss from pooled separate accounts2020-12-31$955,217
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$2,132,304
Employer contributions (assets) at end of year2020-12-31$2,066,152
Employer contributions (assets) at beginning of year2020-12-31$656,526
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$975,529
Contract administrator fees2020-12-31$61,409
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31NICHOLS, CAULEY & ASSOCIATES, LLC
Accountancy firm EIN2020-12-31582475857
2019 : STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,521,086
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,039,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$982,361
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$806,526
Value of total assets at end of year2019-12-31$10,296,402
Value of total assets at beginning of year2019-12-31$8,814,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$56,792
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$80,122
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$80,122
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$148
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
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$1,481,933
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,296,402
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,814,469
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,206,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,021,843
Value of interest in pooled separate accounts at end of year2019-12-31$4,433,732
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,495,544
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$908,367
Net investment gain/loss from pooled separate accounts2019-12-31$725,923
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$806,526
Employer contributions (assets) at end of year2019-12-31$656,526
Employer contributions (assets) at beginning of year2019-12-31$297,082
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$982,361
Contract administrator fees2019-12-31$56,792
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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 name2019-12-31NICHOLS, CAULEY & ASSOC. LLC
Accountancy firm EIN2019-12-31582475857
2018 : STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
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
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$-340,464
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,074,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,004,190
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$200,000
Value of total assets at end of year2018-12-31$8,567,387
Value of total assets at beginning of year2018-12-31$9,982,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$70,777
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$60,412
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$42,491
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$42,491
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$2,201,453
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-1,415,431
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,567,387
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,982,818
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$51,658
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,021,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,531,274
Value of interest in pooled separate accounts at end of year2018-12-31$4,495,544
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$646,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$646,445
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$60,412
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-703,734
Net investment gain/loss from pooled separate accounts2018-12-31$60,367
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$200,000
Employer contributions (assets) at end of year2018-12-31$50,000
Employer contributions (assets) at beginning of year2018-12-31$50,000
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,004,190
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$3,553,646
Contract administrator fees2018-12-31$19,119
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31NICHOLS, CAULEY & ASSOC, LLC
Accountancy firm EIN2018-12-31582475857
2017 : STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$596,343
Total unrealized appreciation/depreciation of assets2017-12-31$596,343
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$1,276,362
Total loss/gain on sale of assets2017-12-31$270,369
Total of all expenses incurred2017-12-31$1,127,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,052,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$200,000
Value of total assets at end of year2017-12-31$9,982,818
Value of total assets at beginning of year2017-12-31$9,834,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$75,138
Total interest from all sources2017-12-31$209,650
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$2,201,453
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$2,575,241
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
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$148,634
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,982,818
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,834,184
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$75,138
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,531,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,637,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$646,445
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$469,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$469,678
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$209,650
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$200,000
Employer contributions (assets) at end of year2017-12-31$50,000
Employer contributions (assets) at beginning of year2017-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,052,590
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$3,553,646
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$4,101,298
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
Aggregate proceeds on sale of assets2017-12-31$270,369
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31NICHOLS, CAULEY & ASSOCIATES, LLC
Accountancy firm EIN2017-12-31582475857
2016 : STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$553,667
Total unrealized appreciation/depreciation of assets2016-12-31$553,667
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$726,466
Total loss/gain on sale of assets2016-12-31$-253,363
Total of all expenses incurred2016-12-31$1,165,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,088,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$200,000
Value of total assets at end of year2016-12-31$9,834,184
Value of total assets at beginning of year2016-12-31$10,272,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$76,283
Total interest from all sources2016-12-31$226,162
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$2,575,241
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$3,141,522
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,030,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-438,776
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,834,184
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,272,960
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
Investment advisory and management fees2016-12-31$76,283
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,637,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,362,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$469,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$694,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$694,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$226,162
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$200,000
Employer contributions (assets) at end of year2016-12-31$50,000
Employer contributions (assets) at beginning of year2016-12-31$73,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,088,959
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$4,101,298
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$4,001,062
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$-253,363
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 name2016-12-31NICHOLS, CAULEY & ASSOCIATES, LLC
Accountancy firm EIN2016-12-31582475857
2015 : STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$-9,422
Total unrealized appreciation/depreciation of assets2015-12-31$-9,422
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$0
Total income from all sources (including contributions)2015-12-31$-24,794
Total loss/gain on sale of assets2015-12-31$-371,326
Total of all expenses incurred2015-12-31$1,167,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,073,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$292,000
Value of total assets at end of year2015-12-31$10,272,960
Value of total assets at beginning of year2015-12-31$11,464,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$93,497
Total interest from all sources2015-12-31$250,298
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$3,141,522
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$2,087,568
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,030,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$21,675
Other income not declared elsewhere2015-12-31$-186,344
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$-1,191,895
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,272,960
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,464,855
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
Investment advisory and management fees2015-12-31$93,497
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,362,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,980,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$694,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,322,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,322,069
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$250,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$292,000
Employer contributions (assets) at end of year2015-12-31$73,000
Employer contributions (assets) at beginning of year2015-12-31$73,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,073,604
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$4,001,062
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$5,979,773
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$-371,326
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 name2015-12-31WHITTINGTON JONES RUDERT, PC
Accountancy firm EIN2015-12-31542079099
2014 : STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$-557,801
Total unrealized appreciation/depreciation of assets2014-12-31$-557,801
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$895,442
Total loss/gain on sale of assets2014-12-31$1,165,471
Total of all expenses incurred2014-12-31$1,164,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,086,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$292,000
Value of total assets at end of year2014-12-31$11,464,855
Value of total assets at beginning of year2014-12-31$11,734,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$77,608
Total interest from all sources2014-12-31$424,034
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$2,087,568
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,030,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$21,675
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$27,891
Other income not declared elsewhere2014-12-31$-428,262
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$-269,149
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,464,855
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,734,004
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$77,608
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,980,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,123,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,322,069
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,183,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,183,701
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$424,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$292,000
Employer contributions (assets) at end of year2014-12-31$73,000
Employer contributions (assets) at beginning of year2014-12-31$93,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,086,983
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$5,979,773
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$5,306,010
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
Aggregate proceeds on sale of assets2014-12-31$1,165,471
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 name2014-12-31WHITTINGTON JONES RUDERT, PC
Accountancy firm EIN2014-12-31542079099
2013 : STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$569,973
Total unrealized appreciation/depreciation of assets2013-12-31$569,973
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$1,795,302
Total loss/gain on sale of assets2013-12-31$583,922
Total of all expenses incurred2013-12-31$1,149,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,080,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$273,000
Value of total assets at end of year2013-12-31$11,734,004
Value of total assets at beginning of year2013-12-31$11,088,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$69,186
Total interest from all sources2013-12-31$490,215
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,030,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$27,891
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$32,434
Other income not declared elsewhere2013-12-31$-121,808
Administrative expenses (other) incurred2013-12-31$69,186
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$645,728
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,734,004
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,088,276
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$4,123,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,695,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,183,701
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$876,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$876,521
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$490,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$273,000
Employer contributions (assets) at end of year2013-12-31$93,000
Employer contributions (assets) at beginning of year2013-12-31$98,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,080,388
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$5,306,010
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$4,385,580
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
Aggregate proceeds on sale of assets2013-12-31$583,922
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 name2013-12-31WHITTINGTON JONES RUDERT, PC
Accountancy firm EIN2013-12-31542079099
2012 : STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$421,971
Total unrealized appreciation/depreciation of assets2012-12-31$421,971
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$2,775,170
Total loss/gain on sale of assets2012-12-31$861,566
Total of all expenses incurred2012-12-31$1,161,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,087,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$536,100
Value of total assets at end of year2012-12-31$11,088,276
Value of total assets at beginning of year2012-12-31$9,474,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$73,202
Total interest from all sources2012-12-31$569,116
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,030,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$260,207
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$32,434
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$30,620
Other income not declared elsewhere2012-12-31$386,417
Administrative expenses (other) incurred2012-12-31$73,202
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$1,614,083
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,088,276
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,474,193
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,695,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,352,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$876,521
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$640,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$640,836
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$569,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$536,100
Employer contributions (assets) at end of year2012-12-31$98,000
Employer contributions (assets) at beginning of year2012-12-31$175,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,087,885
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$4,385,580
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$4,014,713
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
Aggregate proceeds on sale of assets2012-12-31$861,566
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WHITTINGTON JONES RUDERT, PC
Accountancy firm EIN2012-12-31542079099
2011 : STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,201,575
Total unrealized appreciation/depreciation of assets2011-12-31$-1,201,575
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$419,742
Total loss/gain on sale of assets2011-12-31$345,885
Total of all expenses incurred2011-12-31$1,068,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,013,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$517,252
Value of total assets at end of year2011-12-31$9,474,193
Value of total assets at beginning of year2011-12-31$10,122,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$54,381
Total interest from all sources2011-12-31$408,182
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,030,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$260,207
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$280,908
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$30,620
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,329
Other income not declared elsewhere2011-12-31$349,998
Administrative expenses (other) incurred2011-12-31$54,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-648,351
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,474,193
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,122,544
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,352,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,024,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$640,836
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,993,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,993,140
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$408,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$517,252
Employer contributions (assets) at end of year2011-12-31$175,738
Employer contributions (assets) at beginning of year2011-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,013,712
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$4,014,713
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$671,899
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
Aggregate proceeds on sale of assets2011-12-31$345,885
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 name2011-12-31WHITTINGTON JONES RUDERT, PC
Accountancy firm EIN2011-12-31542079099
2010 : STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$470,194
Total unrealized appreciation/depreciation of assets2010-12-31$470,194
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,414,439
Total loss/gain on sale of assets2010-12-31$143,609
Total of all expenses incurred2010-12-31$992,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$958,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$480,000
Value of total assets at end of year2010-12-31$10,122,544
Value of total assets at beginning of year2010-12-31$9,700,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$33,351
Total interest from all sources2010-12-31$320,636
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,030,000
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
Assets. Other investments not covered elsewhere at end of year2010-12-31$280,908
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$185,646
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,329
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$33,351
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$422,246
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,122,544
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,700,298
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,024,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,274,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,993,140
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$135,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$135,746
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$320,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$480,000
Employer contributions (assets) at end of year2010-12-31$150,000
Employer contributions (assets) at beginning of year2010-12-31$104,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$958,842
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$671,899
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$143,609
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 name2010-12-31WHITTINGTON JONES RUDERT, PC
Accountancy firm EIN2010-12-31542079099

Form 5500 Responses for STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN

2021: STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
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: STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: STATE MUTUAL INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number627341
Policy instance 1
Insurance contract or identification number627341
Number of Individuals Covered188
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number627341
Policy instance 1
Insurance contract or identification number627341
Number of Individuals Covered193
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number627341
Policy instance 1
Insurance contract or identification number627341
Number of Individuals Covered200
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number627341
Policy instance 1
Insurance contract or identification number627341
Number of Individuals Covered202
Insurance policy start date2018-09-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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