Plan5500

The National 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, The National Mutual Insurance Company (EIN 34-4312510) is a plan sponsor located in Celina, OH with 3 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
34-4312510
Location
Celina, OH
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$56.3MSummed across loaded plans$56,344,940
Total reported assets$56.3M$56,344,940
Total reported participants630
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$56.3M total assets
Net assets$56.3MLiabilities$0
Contributions & income
Employer contributions$997.8K
Participant contributions$1.7M
Total income / additions$10.9M
Expenses & distributions
Benefits paid / distributions$2.1M
Total expenses$2.1M
Net increase / (decrease)$8.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets56%The National Mutual Insurance Company 401(K) Savings Plan
Participants per plan210Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The National Mutual Insurance Company 401(K) Savings Plan$31.4M
    Plan #005 · 235 participants · 2023
  2. 2
    The National Mutual Insurance Company Money Purchase Pension Plan$24.9M
    Plan #004 · 212 participants · 2023
  3. 3
    The National Mutual Insurance Company Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 183 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The National Mutual Insurance Company
YearPlanParticipantsSchedulesFiling
2023The National Mutual Insurance Company Employee Benefit Plan183—20240611163711NAL0015342387001
2023The National Mutual Insurance Company 401(K) Savings Plan235H20241007160108NAL0016382593001
2023The National Mutual Insurance Company Money Purchase Pension Plan212H20241007160137NAL0032298754001

Related Form 5500 pages