Ismie Mutual Insurance Company 401(K) Plan — Form 5500 plan (Ismie 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, Ismie Mutual Insurance Company 401(K) Plan is a benefit plan reported by Ismie Mutual Insurance Company under EIN 36-2883612 and plan number 001. The latest loaded filing year is 2023. The filing reports 283 participants and $111,829,367 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ismie Mutual Insurance Company
- EIN
- 36-2883612
- Plan number
- 001
- Plan type
- 3
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 283
- End-of-year plan assets
- $111,829,367
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 283 | H, C | 20241015175709NAL0059052178001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $111,829,367
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,829,367
- Net assets (BOY)
- $100,201,614
Income & contributions
- Employer contributions
- $1,482,806
- Participant contributions
- $2,404,965
- Total contributions
- $4,493,317
- Total income / additions
- $18,946,363
Expenses & distributions
- Benefits paid
- $7,221,844
- Administrative expenses
- $96,766
- Total expenses
- $7,318,610
- Net increase / (decrease)
- $11,627,753
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hpm Partners | NONE | $73,111 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance | NONE | $15,654 | $0 | 2023 |
| Prudential Investment Management | NONE | $11,481 | not reported in the loaded dataset | 2023 |