| Item 1. | |
| (a) | Name of issuer:
UNITED FIRE GROUP INC |
| (b) | Address of issuer's principal executive offices:
118 SECOND AVE SE, 118 SECOND AVE SE, CEDAR RAPIDS, IOWA, 52401. |
| Item 2. | |
| (a) | Name of person filing:
The persons filing this Schedule 13G are:
(1) Dee Ann McIntyre
(2) Dee Ann McIntyre Marital Election Trust dated October 6, 2009
* Attached to this Schedule 13G as Exhibit A is a Joint Filing Agreement
between the persons specified above that this Schedule 13G is being filed
on behalf of each of them. |
| (b) | Address or principal business office or, if none, residence:
1218 Bishops Lodge Road
Santa Fe, NM 87501-1099 |
| (c) | Citizenship:
(1) Dee Ann McIntyre is a citizen of the United States of America.
(2) The Dee Ann McIntyre Marital Election Trust dated October 6, 2009 was
formed under the laws of the State of Iowa. |
| (d) | Title of class of securities:
Common Stock $.001 par value |
| (e) | CUSIP No.:
910340108 |
| Item 3. | If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a: |
| (a) |  Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
|
| (b) | Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
|
| (c) | Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
|
| (d) | Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
|
| (e) | An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
|
| (f) | An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
|
| (g) | A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
|
| (h) | A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
|
| (i) | A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
|
| (j) | A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
|
| (k) | Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
|
| | |
| Item 4. | Ownership |
| (a) | Amount beneficially owned:
(1) Dee Ann McIntyre is the beneficial owner of 2,991,832 shares of $.001
par value common stock of the Company, consisting of:
i. 2,421,533 shares held by the Dee Ann McIntyre Marital Election Trust
dated October 6, 2009 for which Mrs. McIntyre serves as trustee;
ii. 5,000 shares held in the brokerage account of the Dee Ann McIntyre
Marital Election Trust;
iii. 168 shares held by Mrs. McIntyre individually;
iv. 50,802 shares held by the J. Scott McIntyre Marital Election Trust dated
October 6, 2009 for which Mrs. McIntyre serves as trustee;
v. 456,863 shares held by the McIntyre Foundation, an Iowa charitable
foundation, for which Mrs. McIntyre serves as one of three directors;
vi. 16,500 shares held in an individual retirement account;
vii. 40,966 shares held in a revocable trust for which Mrs. McIntyre serves as
Trustee (consisting of 10,966 shares in one revocable trust account, and
30,000 shares in another revocable trust account).
(2) The Dee Ann McIntyre Marital Election Trust dated October 6, 2009 is
the beneficial owner of 2,426,533, shares of $.001 par value common stock of the
Company, consisting of:
i. 2,421,533 shares held by the Dee Ann McIntyre Marital Election Trust
dated October 6, 2009 for which Mrs. McIntyre serves as trustee;
ii. 5,000 shares held in the brokerage account of the Dee Ann McIntyre
Marital Election Trust; |
| (b) | Percent of class:
(1) The 2,991,832 shares reported as beneficially owned by Dee Ann
McIntyre represented 11.87% of the issued and outstanding shares of
$.001 par value common stock of the Company on December 31, 2023.
(2) The 2,426,533 shares held by the Dee Ann McIntyre Marital Election
Trust dated October 6, 2009 represented 9.63% of the issued and
outstanding shares of $.001 par value common stock of the Company on
December 31, 2023. %
|
| (c) | Number of shares as to which the person has:
|
| | (i) Sole power to vote or to direct the vote:
(1) Dee Ann McIntyre: 2,534,969
(2) The Dee Ann McIntyre Marital Election Trust dated October 6, 2009:
|
| | (ii) Shared power to vote or to direct the vote:
(1) Dee Ann McIntyre: 456,863
(2) The Dee Ann McIntyre Marital Election Trust dated October 6, 2009:
|
| | (iii) Sole power to dispose or to direct the disposition of:
(1) Dee Ann McIntyre: 2,534,969
(2) The Dee Ann McIntyre Marital Election Trust dated October 6, 2009: 2,426,533
|
| | (iv) Shared power to dispose or to direct the disposition of:
(1) Dee Ann McIntyre: 456,863
(2) The Dee Ann McIntyre Marital Election Trust dated October 6, 2009: 2,426,533
|
| Item 5. | Ownership of 5 Percent or Less of a Class. |
| | |
| Item 6. | Ownership of more than 5 Percent on Behalf of Another Person. |
| |
Not Applicable
|
| Item 7. | Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person. |
| |
Not Applicable
|
| Item 8. | Identification and Classification of Members of the Group. |
| |
Not Applicable
|
| Item 9. | Notice of Dissolution of Group. |
| |
Not Applicable
|
Rule 13d-1(c)