2023 Form 5500 filing — Acuity, A Mutual Insurance Company 401(K) 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 20240917093204NAL0002584993001) for Acuity, A Mutual Insurance Company 401(K) Plan, reported by Acuity, A Mutual Insurance Company under EIN 39-0491540 and plan number 002. It reports 1,811 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917093204NAL0002584993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Acuity, A Mutual Insurance Company
- EIN
- 39-0491540
- Plan number
- 002
- Location
- Sheboygan, WI
- Participants
- 1,811
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $544,816,431
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $544,816,431
- Employer contributions
- $17,433,358
- Participant contributions
- $18,262,199
- Total income / additions
- $120,026,415
- Benefits paid
- $22,021,871
- Administrative expenses
- -$19,419
- Total expenses
- $22,002,452
- Net increase / (decrease)
- $98,023,963
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$19,419 | $0 |