2023 Form 5500 filing — Church Mutual Salary Savings Plan And Trust (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 20241015103853NAL0014415491001) for Church Mutual Salary Savings Plan And Trust (401(K) Plan), reported by Church Mutual Insurance Company, S.I. under EIN 39-0712210 and plan number 002. It reports 1,502 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$170.6MReported net assets$170,600,878
Participants1.5K1,502
Provider compensation$126.9K2 Schedule C row(s)$126,902
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015103853NAL0014415491001
- Plan sponsor
- Church Mutual Insurance Company, S.I.
- EIN
- 39-0712210
- Plan number
- 002
- Location
- Merrill, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$170.6M total assets
Net assets$170.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $170,600,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $170,600,878
- Employer contributions
- $5,397,129
- Participant contributions
- $9,708,236
- Total income / additions
- $41,135,942
- Benefits paid
- $18,545,556
- Administrative expenses
- $126,902
- Total expenses
- $18,672,458
- Net increase / (decrease)
- $22,463,484
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $82,787 | $0 |
| Spectrum Investment Advisors Inc | INVESTMENT ADVISOR | $44,115 | not reported in the loaded dataset |