The National Mutual Insurance Company Money Purchase Pension Plan — Form 5500 plan (The National 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, The National Mutual Insurance Company Money Purchase Pension Plan is a benefit plan reported by The National Mutual Insurance Company under EIN 34-4312510 and plan number 004. The latest loaded filing year is 2023. The filing reports 212 participants and $24,948,289 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$24.9MPlan net assets, end of year$24,948,289
Participants212Covered participants reported
Assets / participant$117.7KComputed: assets ÷ participants$117,681 (computed)
Provider compensationNone reported
Plan sponsor
The National Mutual Insurance Company
EIN
34-4312510
Plan number
004
Plan type
2
Location
Celina, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023212H20241007160137NAL0032298754001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$24.9M total assets
Net assets$24.9MLiabilities$0
Money in vs. money out
Total income / additions$4.3M
Total expenses$1M
Benefits paid / distributions$1M
Contributions
Employer$997.8K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$24,948,289
Total liabilities (EOY)
$0
Net assets (EOY)
$24,948,289
Net assets (BOY)
$21,706,624

Income & contributions

Employer contributions
$997,798
Total contributions
$997,798
Total income / additions
$4,271,259

Expenses & distributions

Benefits paid
$1,023,231
Administrative expenses
$6,363
Total expenses
$1,029,594
Net increase / (decrease)
$3,241,665
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income24%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages