2023 Form 5500 filing — Grinnell 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 20240917085114NAL0002548481001) for Grinnell Mutual Retirement Plan, reported by Grinnell Mutual Reinsurance Company under EIN 42-0245990 and plan number 002. It reports 569 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917085114NAL0002548481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grinnell Mutual Reinsurance Company
- EIN
- 42-0245990
- Plan number
- 002
- Location
- Grinnell, IA
- Participants
- 569
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $103,214,446
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $103,214,446
- Employer contributions
- $0
- Total income / additions
- $10,430,195
- Benefits paid
- $6,487,891
- Administrative expenses
- $283,028
- Total expenses
- $6,770,919
- Net increase / (decrease)
- $3,659,276
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Trust Company | NONE | $283,028 | not reported in the loaded dataset |