2023 Form 5500 filing — Mutual Of Enumclaw Insurance Company 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 20241011171718NAL0011218803001) for Mutual Of Enumclaw Insurance Company Retirement Plan, reported by Mutual Of Enumclaw Insurance Co. under EIN 91-0217580 and plan number 001. It reports 400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011171718NAL0011218803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mutual Of Enumclaw Insurance Co.
- EIN
- 91-0217580
- Plan number
- 001
- Location
- Enumclaw, WA
- Participants
- 400
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,105,996
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,105,996
- Employer contributions
- $1,415,859
- Participant contributions
- $19,431
- Total income / additions
- $3,929,428
- Benefits paid
- $1,058,004
- Administrative expenses
- $305,928
- Total expenses
- $1,363,932
- Net increase / (decrease)
- $2,565,496
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Verus Investment Advisory | NONE | $15,000 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $10,000 | $0 |