Retirement Income Plan Of Utica Mutual Insurance Company — Form 5500 plan (Utica Mutual Insurance Company)
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, Retirement Income Plan Of Utica Mutual Insurance Company is a benefit plan reported by Utica Mutual Insurance Company under EIN 15-0476880 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,326 participants and $366,999,603 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Utica Mutual Insurance Company
- EIN
- 15-0476880
- Plan number
- 002
- Plan type
- 2
- Location
- New Hartford, NY
- Latest filing year
- 2023
- Participants
- 1,326
- End-of-year plan assets
- $366,999,603
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,326 | H, C | 20241014131816NAL0052400866001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $366,999,603
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $366,999,603
- Net assets (BOY)
- $330,914,020
Income & contributions
- Total contributions
- $0
- Total income / additions
- $53,066,029
Expenses & distributions
- Benefits paid
- $16,321,042
- Administrative expenses
- $659,404
- Total expenses
- $16,980,446
- Net increase / (decrease)
- $36,085,583
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Advisors Inc. | NONE | $131,106 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $110,612 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | NONE | $92,473 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $72,632 | not reported in the loaded dataset | 2023 |
| John Hancock | NONE | $71,315 | not reported in the loaded dataset | 2023 |
| Vanguard Fiduciary Trust Company | NONE | $29,175 | not reported in the loaded dataset | 2023 |
| Fitzgerald, Depietro, And Wojnas | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Hunton Andrews Kurth Llp | OUTSIDE COUNSEL | $9,795 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Utica Mutual Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New Hartford, NY
- Vanguard Advisors Inc. — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- John Hancock — Schedule C compensation
- Vanguard Fiduciary Trust Company — Schedule C compensation
- Fitzgerald, Depietro, And Wojnas — Schedule C compensation
- Hunton Andrews Kurth Llp — Schedule C compensation