Utica Mutual Insurance Company — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Utica Mutual Insurance Company (EIN 15-0476880) is a plan sponsor located in New Hartford, NY with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 15-0476880
- Location
- New Hartford, NY
- Loaded plans
- 4
- Total reported participants
- 5,003
- Total reported plan assets (EOY)
- $687,688,594
- Plans with financial data
- 2
- Plans with provider compensation
- 2
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Retirement Income Plan Of Utica Mutual Insurance Company | 002 | 1,326 | $366,999,603 | 2023 |
| Utica Mutual Insurance Company Employee Profit Sharing And Investment Plan | 001 | 1,914 | $320,688,991 | 2023 |
| Utica Mutual Insurance Company Employee Benefits Plan | 503 | 1,443 | not reported in the loaded dataset | 2023 |
| Utica Mutual Insurance Company Retiree Health Plan | 525 | 320 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Utica Mutual Insurance Company Employee Benefits Plan | 1,443 | — | 20240715132253NAL0001302913001 |
| 2023 | Utica Mutual Insurance Company Retiree Health Plan | 320 | — | 20240715132339NAL0002482816001 |
| 2023 | Utica Mutual Insurance Company Employee Profit Sharing And Investment Plan | 1,914 | H, C | 20241014074618NAL0012981811001 |
| 2023 | Retirement Income Plan Of Utica Mutual Insurance Company | 1,326 | H, C | 20241014131816NAL0052400866001 |