Plan5500

Jewelers 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, Jewelers Mutual Insurance Company (EIN 39-0493890) is a plan sponsor located in Neenah, WI 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
39-0493890
Location
Neenah, WI
Loaded plans
5
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Jewelers Mutual Insurance Company

  • 5 loaded plans hold $83.5M in reported assets.
  • The largest, Jewelers Mutual Insurance Company Savings Plus, holds 100% of this company's reported plan assets.
  • Plans cover 1,926 reported participants.
  • 1 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$83.5MSummed across loaded plans$83,543,544
Total reported assets$83.5M$83,543,544
Total reported participants1.9K1,926
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$83.5M total assets
Net assets$83.5MLiabilities$0
Contributions & income
Employer contributions$5.3M
Participant contributions$4.2M
Total income / additions$23.2M
Expenses & distributions
Benefits paid / distributions$7.4M
Total expenses$7.4M
Net increase / (decrease)$15.8M

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

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 assets100%Jewelers Mutual Insurance Company Savings Plus
Participants per plan385Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Jewelers Mutual Insurance Company Savings Plus$83.5M
    Plan #001 · 604 participants · 2023
  2. 2
    Jewelers Mutual Employee Assistance Plannot reported in the loaded dataset
    Plan #506 · 405 participants · 2023
  3. 3
    Jewelers Mutual Group Ancillary Plannot reported in the loaded dataset
    Plan #502 · 383 participants · 2023
  4. 4
    Jewelers Mutual Insurance Company Medical Dental And Vision Plannot reported in the loaded dataset
    Plan #503 · 332 participants · 2023
  5. 5
    Jewelers Mutual Vb Plannot reported in the loaded dataset
    Plan #507 · 202 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Jewelers Mutual Insurance Company. Open one for its full reported snapshot.

  1. 2023
    Jewelers Mutual Employee Assistance Plan405 participants · 2No schedules
    View filing →
  2. 2023
    Jewelers Mutual Group Ancillary Plan383 participants · 2No schedules
    View filing →
  3. 2023
    Jewelers Mutual Insurance Company Medical Dental And Vision Plan332 participants · 2No schedules
    View filing →
  4. 2023
    Jewelers Mutual Insurance Company Savings Plus604 participants · 2Sch HSch C
    View filing →
  5. 2023
    Jewelers Mutual Vb Plan202 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Jewelers Mutual Insurance Company report on Form 5500?
Jewelers Mutual Insurance Company (EIN 39-0493890) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Jewelers Mutual Insurance Company?
The Employer Identification Number (EIN) reported for Jewelers Mutual Insurance Company is 39-0493890.
What is the latest Form 5500 filing year for Jewelers Mutual Insurance Company?
The latest loaded Form 5500 filing year for Jewelers Mutual Insurance Company is 2023.

Related Form 5500 pages