Frankenmuth Insurance 401(K) Savings Plan — Form 5500 plan (Frankenmuth 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, Frankenmuth Insurance 401(K) Savings Plan is a benefit plan reported by Frankenmuth Insurance Company under EIN 38-0555290 and plan number 001. The latest loaded filing year is 2023. The filing reports 989 participants and $211,687,040 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Frankenmuth Insurance Company
- EIN
- 38-0555290
- Plan number
- 001
- Plan type
- 2
- Location
- Frankenmuth, MI
- Latest filing year
- 2023
- Participants
- 989
- End-of-year plan assets
- $211,687,040
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 989 | H, C | 20250221133829NAL0010566000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $211,687,040
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $211,687,040
- Net assets (BOY)
- $181,491,199
Income & contributions
- Employer contributions
- $4,265,206
- Participant contributions
- $7,263,965
- Total contributions
- $13,817,093
- Total income / additions
- $47,249,331
Expenses & distributions
- Benefits paid
- $16,877,341
- Administrative expenses
- $176,149
- Total expenses
- $17,053,490
- Net increase / (decrease)
- $30,195,841
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $110,561 | $0 | 2023 |
| Stifel Nicolaus & Co Inc | NONE | $65,000 | not reported in the loaded dataset | 2023 |
| Prudential Investment Management Se | NONE | $588 | $1,629 | 2023 |
| National Financial Services, LLC | NONE | $0 | $204 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Frankenmuth Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Frankenmuth, MI
- Empower Annuity Insurance Company — Schedule C compensation
- Stifel Nicolaus & Co Inc — Schedule C compensation
- Prudential Investment Management Se — Schedule C compensation
- National Financial Services, LLC — Schedule C compensation