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UNITED FIRE GROUP INC Major Shareholding Notification 2012

Feb 14, 2012

32438_mrq_2012-02-14_72e7a92c-4950-438b-91c8-bce41f44e4c9.zip

Major Shareholding Notification

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SC 13G/A 1 mcintyre13g2012.htm html PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd" Document created using WebFilings 1 Copyright 2008-2012 WebFilings LLC. All Rights Reserved McIntyre 13G 2012

United States

Securities and Exchange Commission

Washington, D.C. 20549

SCHEDULE 13G

Under the Securities Exchange Act of 1934

(Amendment No. 2 )*

United Fire Group, Inc.
(Name of Issuer)
Common Stock $.001 par value
(Title of Class of Securities)
910340 108
(CUSIP Number)
February 14, 2012
(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)
X Rule 13d-1(c)
Rule 13d-1(d)

*The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.

The information required in the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

CUSIP No. 910340 108

1 NAMES OF REPORTING PERSONS Dee Ann McIntyre
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) Not Applicable
3 SEC USE ONLY
4 CITIZENSHIP OR PLACE OF ORGANIZATION United States of America
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5 SOLE VOTING POWER 2,464,506
6 SHARED VOTING POWER 511,863
7 SOLE DISPOSITIVE POWER 2,464,506
8 SHARED DISPOSITIVE POWER 511,863
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,976,369
10 CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) Not Applicable
11 Percent of Class Represented by Amount in Row (9) 11.67%
12 Type of Reporting Person (See Instructions) IN

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CUSIP No. 910340 108

1 NAMES OF REPORTING PERSONS Dee Ann McIntyre Marital Election Trust dated 10/06/2009
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) Not Applicable
3 SEC USE ONLY
4 CITIZENSHIP OR PLACE OF ORGANIZATION State of Iowa
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5 SOLE VOTING POWER 2,383,533
6 SHARED VOTING POWER -
7 SOLE DISPOSITIVE POWER 2,383,533
8 SHARED DISPOSITIVE POWER -
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,383,533
10 CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) Not Applicable
11 Percent of Class Represented by Amount in Row (9) 9.35%
12 Type of Reporting Person (See Instructions) OO

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Item 1(a) Name of Issuer:

United Fire Group, Inc.

Item 1(b) Address of Issuer's Principal Executive Offices:

118 Second Avenue 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 filing on behalf of each of them.

Item 2(b) Address of Principal Business Office or, if none, Residence:

1218 Bishops Lodge Road

Santa Fe, NM 87501-1099

Item 2(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.

Item 2(d) Title of Class of Securities:

Common Stock $.001 par value

Item 2(e) CUSIP Number:

910340 108

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: Not applicable.

(a) o A broker or dealer registered under section 15 of the Act (15 U.S.C. 78o).

(b) o A bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c).

(c) o An insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c).

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(d) o An investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8).

(e) o An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E).

(f) o An employee benefit plan or endowment fund in accordance with

(g) o § 240.13d-1(b)(1)(ii)(F).

(h) o A parent holding company or control person in accordance with

(i) o § 240.13d-1(b)(1)(ii)(G).

(j) o A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813).

(k) o A church plan that is excluded from the definitions of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3).

(l) o A group, in accordance with § 240.13d-1(b)(1)(ii)(J).

Item 4 Ownership

Please provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1.

(a) Amount beneficially owned.

(1) Dee Ann McIntyre is the beneficial owner of 2,965,109 shares of $.001 par value common stock of the Company, consisting of:

i. 168 shares held by Mrs. McIntyre individually;

ii. 2,383,533 shares held by the Dee Ann McIntyre Marital Election Trust dated October 6, 2009 for which Mrs. McIntyre serves as trustee;

iii. 50,802 shares held by the J. Scott McIntyre Marital Election Trust dated October 6, 2009 for which Mrs. McIntyre serves as trustee:

iv. 511,863 shares held by the McIntyre Foundation, an Iowa charitable foundation, for which Mrs. McIntyre serves as one of three directors;

v. 15,257 shares held in an individual retirement account; and

vi. 10,996 shares held in a revocable trust account for which Mrs. McIntyre serves as Trustee.

vii. 3,750 shares held in the brokerage account of the J. Scott McIntyre Estate for which Mrs. McIntyre serves as the executor.

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(2) The Dee Ann McIntyre Marital Election Trust dated October 6, 2009 is the direct owner of and thus is beneficial owner of 2,383,533 shares of $.001 par value common stock of the Company.

(b) Percent of class

(1) The 2,976,369 shares reported as beneficially owned by Dee Ann McIntyre represented 11.67% of the issued and outstanding shares of $.001 par value common stock of the Company on December 31, 2011.

(2) The 2,383,533 shares held by the Dee Ann McIntyre Marital Election Trust dated October 6, 2009 represented 9.35% of the issued and outstanding shares of $.001 par value common stock of the Company on December 31, 2011.

(c) Number of shares to which the person has:

(1) Dee Ann McIntyre

i. Sole Power to vote or to direct the vote: 2,464,506
ii. Shared power to vote or to direct the vote: 511,863
iii. Sole power to dispose or to direct the disposition of: 2,464,506
iv. Shared power to dispose or to direct the disposition of: 511,863

(2) The Dee Ann McIntyre Marital Election Trust dated October 6, 2009

i. Sole Power to vote or to direct the vote: 2,383,533
ii. Shared power to vote or to direct the vote:
iii. Sole power to dispose or to direct the disposition of: 2,383,533
iv. Shared power to dispose or to direct the disposition of:

Item 5 Ownership of Five Percent or Less of a Class

If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following:

Dee Ann McIntyre o

The Dee Ann McIntyre Marital Election Trust dated 10/06/2009 o

Item 6 Ownership of More than Five Percent on Behalf of Another Person

Not Applicable.

Item 7 Identification and Classification of the Subsidiary Which Acquired the Security Being

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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 a Group

Not applicable.

Item 10 Certification

Not applicable

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SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

February 14, 2012 /s/ Dianne M. Lyons
Dated Dee Ann McIntyre by Dianne M. Lyons, Attorney-in-Fact
Dee Ann McIntyre Marital Election Trust dated October 6, 2009
February 14, 2012 /s/ Dianne M. Lyons
Dated Dee Ann McIntyre, Trustee by Dianne M. Lyons, Attorney-in-Fact

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EXHIBIT A TO SCHEDULE 13G

JOINT FILING AGREEMENT

Dee Ann McIntyre, individually, and the Dee Ann McIntyre Marital Election Trust dated October 6, 2009, hereby agree and consent to the joint filing on their behalf of the foregoing Schedule 13G related to their beneficial ownership of the common stock of United Fire Group, Inc.

February 14, 2012 /s/ Dianne M. Lyons
Dated Dee Ann McIntyre by Dianne M. Lyons, Attorney-in-Fact
Dee Ann McIntyre Marital Election Trust dated October 6, 2009
February 14, 2012 /s/ Dianne M. Lyons
Dated Dee Ann McIntyre, Trustee by Dianne M. Lyons, Attorney-in-Fact

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EXHIBIT B TO SCHEDULE 13G

DEE ANN MCINTYRE

The Reporting Persons filing jointly on this Amendment No. 2 filed their last amended Schedule 13G/A on February 14, 2011.

Exhibit C shows current ownership as of February 10, 2012, of United Fire Group, Inc. capital stock held by the Reporting Persons and by six other entities: (1) the McIntyre Foundation, (2) the individual retirement account of Dee Ann McIntyre, (3) the revocable trust of Dee Ann McIntyre, (4) the J. Scott McIntyre Marital Election Trust dated October 6, 2009, (5) the J. Scott McIntyre Trust dated December 8, 1992, and (6) the brokerage account of the J. Scott McIntyre estate (herein, the “Other Entities”). The group consisting of the Reporting Persons and the Other Entities is referred to collectively as the “Indicated Entities.”

The McIntyre Foundation was created in 1997 by Mrs. McIntyre's late husband as a charitable foundation. Mrs. McIntyre is one of three directors of the Foundation. By virtue of her position with the Foundation Mrs. McIntyre is deemed to beneficially own the shares directly held by the Foundation. Mrs. McIntyre is contributor and beneficiary of her individual retirement account. Mrs. McIntyre created the Dee Ann McIntyre revocable trust and serves as sole trustee. The J. Scott McIntyre Martial Election Trust dated October 6, 2009 was created upon the death of Mrs. McIntyre's late husband. The J. Scott McIntyre Trust dated December 8, 1992 was created by Mrs. McIntyre's late husband. Mrs. McIntyre serves as sole trustee of both these trusts. By virtue of her position as trustee of these three trusts Mrs. McIntyre is deemed to beneficially own the shares directly held by each of these trusts. By virtue of her position as executor of the J. Scott McIntyre estate, Mrs. McIntyre is deemed to beneficially own the shares held in the estate's brokerage account.

All transactions that involve one or more of the Indicated Entities are reported on Exhibit C. Where transactions are among two of the Indicated Entities, appropriate corresponding entries reflect the transaction. Where transactions involve only one of the Indicated Entities there is no corresponding entry.

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EXHIBIT C
Dee Ann McIntyre Registered Account Dee Ann McIntyre Marital Election Trust Dated 10/06/2009 McIntyre Foundation J. Scott McIntyre Trust dated 12/08/1992
Transaction Date Transaction Description Transaction Amount Shares Held Transaction Amount Shares Held Transaction Amount Shares Held Transaction Amount Shares Held
12/31/2010 Holdings at last report 1,604 2,106,553 519,863 268,980
1/3/2011 Dividend Reinvestment 10 1,614
5/17/2011 Transfer (1,446 ) 168
8/23/2011 Open Market Purchase
8/30/2011 Arranged Purchase 8,000 2,114,553 (8,000 ) 511,863
9/6/2011 Open Market Purchase
10/11/2011 Transfer 268,980 2,383,533 (268,980 )
TOTAL 168 2,383,533 511,863
EXHIBIT C CONTINUED
J. Scott McIntyre Marital Election Trust Dated 10/06/2009 Dee Ann McIntyre IRA Account Dee Ann McIntyre Revocable Trust J. Scott McIntyre Estate Brokerage Account
Transaction Date Transaction Description Transaction Amount Shares Held Transaction Amount Shares Held Transaction Amount Shares Held Transaction Amount Shares Held
12/31/2010 Holdings at last report 50,802 11,507 5,800
1/3/2011 Dividend Reinvestment
5/17/2011 Transfer 1,446 7,246
8/23/2011 Open Market Purchase 3,750 10,996 100 100
8/30/2011 Arranged Purchase
9/6/2011 Open Market Purchase 3,750 15,257 3,650 3,750
10/11/2011 Transfer
TOTAL 50,802 15,257 10,996 3,750

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