Pioneer State Mutual Insurance Co. 401(K) Plan — Form 5500 plan (Pioneer State Mutual Insurance Co.)
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, Pioneer State Mutual Insurance Co. 401(K) Plan is a benefit plan reported by Pioneer State Mutual Insurance Co. under EIN 38-1067100 and plan number 002. The latest loaded filing year is 2023. The filing reports 165 participants and $50,897,608 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pioneer State Mutual Insurance Co.
- EIN
- 38-1067100
- Plan number
- 002
- Plan type
- 2
- Location
- Flint, MI
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $50,897,608
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20240730123618NAL0020704305001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,897,608
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,897,608
- Net assets (BOY)
- $45,352,188
Income & contributions
- Employer contributions
- $1,559,001
- Participant contributions
- $1,104,051
- Total contributions
- $2,663,052
- Total income / additions
- $10,974,954
Expenses & distributions
- Benefits paid
- $5,440,255
- Administrative expenses
- -$10,721
- Total expenses
- $5,429,534
- Net increase / (decrease)
- $5,545,420
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $5,579 | not reported in the loaded dataset | 2023 |