2023 Form 5500 filing — The Savings And Profit Sharing Plan For Employees Of Shelter 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 20241011092445NAL0012323315001) for The Savings And Profit Sharing Plan For Employees Of Shelter Insurance Company, reported by Shelter Mutual Insurance Company under EIN 43-0613000 and plan number 001. It reports 3,330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011092445NAL0012323315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shelter Mutual Insurance Company
- EIN
- 43-0613000
- Plan number
- 001
- Location
- Columbia, MO
- Participants
- 3,330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $640,477,513
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $640,477,513
- Employer contributions
- $7,131,608
- Participant contributions
- $12,237,086
- Total income / additions
- $117,959,171
- Benefits paid
- $44,993,820
- Administrative expenses
- $45,715
- Total expenses
- $45,039,535
- Net increase / (decrease)
- $72,919,636
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Srvcs | RETAINED BY EMLOYER | $45,715 | $0 |