Mutual Benefit Insurance Company Retirement Plan — Form 5500 plan (Mutual Benefit 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, Mutual Benefit Insurance Company Retirement Plan is a benefit plan reported by Mutual Benefit Insurance Company under EIN 23-6200024 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $29,896,429 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mutual Benefit Insurance Company
- EIN
- 23-6200024
- Plan number
- 001
- Plan type
- 2
- Location
- Huntingdon, PA
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $29,896,429
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20251010075545NAL0004410259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,896,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,896,429
- Net assets (BOY)
- $29,782,038
Income & contributions
- Employer contributions
- $707,608
- Total contributions
- $707,608
- Total income / additions
- $1,436,190
Expenses & distributions
- Benefits paid
- $1,186,338
- Administrative expenses
- $135,461
- Total expenses
- $1,321,799
- Net increase / (decrease)
- $114,391
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $135,461 | $0 | 2023 |
| Cambridge Investment Research Advis | INVESTMENT ADVISORY | $0 | $52,472 | 2023 |