Columbian Mutual Life Insurance Company Pension Plan — Form 5500 plan (Columbian Mutual Life Insurance Co.)

Plain-English plan 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, Columbian Mutual Life Insurance Company Pension Plan is a benefit plan reported by Columbian Mutual Life Insurance Co. under EIN 15-0274455 and plan number 014. The latest loaded filing year is 2023. The filing reports 1,007 participants and $86,321,602 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Columbian Mutual Life Insurance Co.
EIN
15-0274455
Plan number
014
Plan type
2
Location
Binghamton, NY
Latest filing year
2023
Participants
1,007
End-of-year plan assets
$86,321,602

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,007H, C20241015145903NAL0030063521001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$86,321,602
Total liabilities (EOY)
$0
Net assets (EOY)
$86,321,602
Net assets (BOY)
$84,553,283

Income & contributions

Employer contributions
$1,613,574
Total contributions
$1,613,574
Total income / additions
$11,796,171

Expenses & distributions

Benefits paid
$8,761,900
Administrative expenses
$1,265,952
Total expenses
$10,027,852
Net increase / (decrease)
$1,768,319

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman Inc.NONE$268,632not reported in the loaded dataset2023
Aon Consulting Inc.NONE$137,108not reported in the loaded dataset2023
The Bank Of New York MellonNONE$55,288not reported in the loaded dataset2023
Morgan & LewisNONE$48,088not reported in the loaded dataset2023

Related Form 5500 pages