2023 Form 5500 filing — Federated Mutual Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725121221NAL0024005808001) for Federated Mutual Retirement Plan, reported by Federated Mutual Insurance Company under EIN 41-0417460 and plan number 001. It reports 4,421 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725121221NAL0024005808001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Federated Mutual Insurance Company
- EIN
- 41-0417460
- Plan number
- 001
- Location
- Owatonna, MN
- Participants
- 4,421
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $759,021,475
- Total liabilities (EOY)
- $396,818
- Net assets (EOY)
- $758,624,657
- Employer contributions
- $50,030,031
- Total income / additions
- $140,824,671
- Benefits paid
- $31,233,457
- Administrative expenses
- $1,840,117
- Total expenses
- $33,073,574
- Net increase / (decrease)
- $107,751,097
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Global Investments | NONE | $491,573 | $0 |
| Sit Investment Associates | NONE | $292,327 | not reported in the loaded dataset |
| Nuveen Securities LLC | NONE | $212,064 | not reported in the loaded dataset |
| Speece Thorson Capital | NONE | $208,250 | not reported in the loaded dataset |
| Conning | NONE | $151,725 | not reported in the loaded dataset |
| Ssi Investment Management | NONE | $64,256 | not reported in the loaded dataset |
| Rbc Global | NONE | $14,931 | not reported in the loaded dataset |