2023 Form 5500 filing — Salary Investment Plan Of Mutual Of Enumclaw Insurance Company
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 20240929231716NAL0005144849001) for Salary Investment Plan Of Mutual Of Enumclaw Insurance Company, reported by Mutual Of Enumclaw Insurance Company under EIN 91-0217580 and plan number 002. It reports 530 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240929231716NAL0005144849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mutual Of Enumclaw Insurance Company
- EIN
- 91-0217580
- Plan number
- 002
- Location
- Enumclaw, WA
- Participants
- 530
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,438,400
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,438,400
- Employer contributions
- $1,756,995
- Participant contributions
- $3,946,543
- Total income / additions
- $19,386,126
- Benefits paid
- $4,668,084
- Administrative expenses
- $84,353
- Total expenses
- $4,752,437
- Net increase / (decrease)
- $14,633,689
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Verus | NONE | $43,750 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $32,249 | $0 |
| Hagen, Kurth, Perman & Co, Ps | NONE | $18,000 | not reported in the loaded dataset |
| Ramsey Solutions | NONE | $5,000 | not reported in the loaded dataset |