2025-11-07T00:01:01-06:00 2024-12-31 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2024-01-01 410502642 RICE COUNTY MUTUAL INSURANCE COMPANY RICE 5073348145 PO BOX 451 FAIRBAULT MN 55021 HOWARD SCHOENFELD PRESIDENT 5073348145 2025-11-04 1 1 MICHELLE M HEKEL P01440878 3192346885 2025-11-04 2024 2025-03-06 01:10:19Z X RICE COUNTY MUTUAL INSURANCE CO HOWARD SCHOENFELD PO BOX 451 FAIRBAULT MN 55021 387501 0 X N/A X 1895 MN PROVIDE PROPERTY CASUALTY INSURANCE COVERAGE AND PAYS CLAIMS ON COVERED POLICYHOLDER LOSSES. 5 2 1 0 0 0 0 0 341847 249727 119449 137774 448 0 461744 387501 0 0 0 38046 74279 78558 0 0 0 330151 151946 404430 268550 57314 118951 4546259 4617395 194187 149595 4352072 4467800 THE COMPANY PROVIDES FIRE AND ADDITIONAL LINES INSURANCE COVERAGES TO POLICYHOLDERS/MEMBERS AND PAYS CLAIMS ON COVERED POLICYHOLDER LOSSES. 0 0 WE HAVE PROVIDED PROPERTY INSURANCE FOR OUR MEMBERS PER SECTION 501(C)(15) NUMBER OF MEMBERS: 315 INSURANCE IN FORCE: $306,418,404 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 1 1 0 0 0 0 0 0 0 0 X 5 2 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 0 0 1 1 0 X ROBIN HERRLEY 5073348145 PO BOX 451 FAIRBAULT MN 55021 HOWARD SCHOENFELD PRESIDENT 1.00 X X 2150 0 0 RONALD MAAS VICE PRESIDENT 1.00 X X 1400 0 0 DANIEL PUMPER SECRETARY 1.00 X X 925 0 0 PAUL MEYER DIRECTOR 1.00 X 1100 0 0 LAWRENCE MCFADDEN DIRECTOR 1.00 X 500 0 0 ROBIN HERRLEY EXECUTIVE/TREASURER 40.00 X 65747 0 1500 71822 0 1500 0 0 0 0 0 ANNUAL PREMIUMS 524126 249727 249727 249727 137774 137774 387501 249727 0 137774 38046 73322 5236 40288 1577 6003 7411 15151 2095 5498 5815 COMMISSIONS 54045 STATE TAXES AND FEES 4984 ASSOCIATIONS 4972 4107 268550 98927 75486 1373857 1302082 3598 3203 3024005 3113851 45872 122773 4546259 4617395 69992 10605 124195 138990 194187 149595 X 0 0 0 0 4352072 4467800 4352072 4467800 4546259 4617395 X 118951 -3223 X X 1 X 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE COMPANY HAS POLICYHOLDERS WHO ARE ALSO THE OWNERS OF THE COMPANY. IT IS A MUTUAL COMPANY. FORM 990, PART VI, SECTION A, LINE 7A THE POLICYHOLDERS/OWNERS ELECT THE BOARD MEMBERS AND OFFICERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY COMPANY MANAGEMENT AND STAFF. FORM 990, PART VI, SECTION B, LINE 12C THE COMPANY REQUIRES DISCLOSURE OF CONFLICTS AND POTENTIAL CONFLICTS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY THE NUMBER OF MEETINGS ATTENDED BY THE BOARD MEMBER. THE BOARD DETERMINES MANAGEMENT AND STAFF SALARIES BASED ON EXPERIENCE AND QUALIFICATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: CHANGE IN NON-ADMITTED ASSETS -3,223. PART XII, RESPONSE TO NOTE OR ANY LINE IN PART XII LINE 1 AS A REGULATED ENTITY, THE ORGANIZATION IS REQUIRED TO REPORT USING STATUTORY ACCOUNTING RULES AS CODIFIED IN MINNESOTA STATUTE 67A AND AS PROMULGATED BY THE DEPARTMENT OF COMMERCE OF THE STATE OF MINNESOTA. THE MOST SIGNIFICANT ITEM OF THIS STATUTORY BASIS OF ACCOUNTING IS THE EXCLUSION OF "NON-ADMITTED ASSETS" (AS DESCRIBED IN PART XI) FROM THE REPORTED ASSETS. PART XI, LINE 9 LINE 9 : OTHER CHANGES IN NET ASSETS OR FUND BALANCES THE FOLLOWING ASSETS (NET OF ACCUMULATED DEPRECIATION) ARE EXCLUDED FROM PART X AS REQUIRED BY STATUTORY ACCOUNTING RULES AND MINNESOTA STATUTE 67A DUE TO NON-ADMITTED CLASSIFICATION: PREMIUMS RECEIVABLE OVER 90 DAYS PAST DUE 3,623 TOTAL NON-ADMITTED ASSETS AT THE END OF THE YEAR 3,623 TOTAL NON-ADMITTED ASSETS AT THE BEGINNING OF THE YEAR 400 CHANGE IN NON-ADMITTED ASSETS -3,223