Plan5500

National Association Of Mutual Insurance Companies Group Insurance Trust — Form 5500 plan (National Association Of Mutual Insurance Companies)

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, National Association Of Mutual Insurance Companies Group Insurance Trust is a benefit plan reported by National Association Of Mutual Insurance Companies under EIN 35-0539460 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,142 participants and $3,068,842 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.1MPlan net assets, end of year$3,054,401
Participants2.1KCovered participants reported2,142
Assets / participant$1.4KComputed: assets ÷ participants$1,433 (computed)
Provider compensation$19.3K1 Schedule C provider row(s)$19,338
Plan sponsor
National Association Of Mutual Insurance Companies
EIN
35-0539460
Plan number
501
Plan type
3
Location
Indianapolis, IN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,142H, C20241008171508NAL0029344592003
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)$3.1M total assets
Net assets$3.1MLiabilities$14.4K
Money in vs. money out
Total income / additions$1.3M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$1.1M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$3,068,842
Total liabilities (EOY)
$14,441
Net assets (EOY)
$3,054,401
Net assets (BOY)
$2,894,174

Income & contributions

Employer contributions
$1,087,346
Total contributions
$1,087,346
Total income / additions
$1,321,069

Expenses & distributions

Benefits paid
$1,087,346
Administrative expenses
$73,496
Total expenses
$1,160,842
Net increase / (decrease)
$160,227
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 assets38%Computed ratio
Benefits paid ÷ total income82%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
L.M. Henderson & Company, LlpNONE$19,338not reported in the loaded dataset2023

Related Form 5500 pages