Donegal Mutual Insurance Company 401k Plan — Form 5500 plan (Donegal 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, Donegal Mutual Insurance Company 401k Plan is a benefit plan reported by Donegal Mutual Insurance Company under EIN 23-1336198 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,105 participants and $173,016,393 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Donegal Mutual Insurance Company
- EIN
- 23-1336198
- Plan number
- 003
- Plan type
- 2
- Location
- Marietta, PA
- Latest filing year
- 2023
- Participants
- 1,105
- End-of-year plan assets
- $173,016,393
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,105 | H, C | 20240624120100NAL0008734336001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $173,016,393
- Net assets (EOY)
- $173,016,393
- Net assets (BOY)
- $149,437,923
Income & contributions
- Employer contributions
- $4,035,705
- Participant contributions
- $7,635,073
- Total contributions
- $14,077,394
- Total income / additions
- $39,650,945
Expenses & distributions
- Benefits paid
- $15,934,981
- Administrative expenses
- $137,494
- Total expenses
- $16,072,475
- Net increase / (decrease)
- $23,578,470
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $50,387 | $0 | 2023 |
| Bdo Usa Llp | AUDITOR | $44,000 | not reported in the loaded dataset | 2023 |
| Asset Strategy Retirement Cons. | INVESTMENT ADVISOR | $43,107 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Donegal Mutual Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Marietta, PA
- Transamerica Retirement Solutions — Schedule C compensation
- Bdo Usa Llp — Schedule C compensation
- Asset Strategy Retirement Cons. — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation