Acuity, A Mutual Insurance Company 401(K) Plan — Form 5500 plan (Acuity, A 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, Acuity, A Mutual Insurance Company 401(K) Plan is a benefit plan reported by Acuity, A Mutual Insurance Company under EIN 39-0491540 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,811 participants and $544,816,431 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Acuity, A Mutual Insurance Company
EIN
39-0491540
Plan number
002
Plan type
2
Location
Sheboygan, WI
Latest filing year
2023
Participants
1,811
End-of-year plan assets
$544,816,431

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,811H, C20240917093204NAL0002584993001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$544,816,431
Total liabilities (EOY)
$0
Net assets (EOY)
$544,816,431
Net assets (BOY)
$446,792,468

Income & contributions

Employer contributions
$17,433,358
Participant contributions
$18,262,199
Total contributions
$38,937,888
Total income / additions
$120,026,415

Expenses & distributions

Benefits paid
$22,021,871
Administrative expenses
-$19,419
Total expenses
$22,002,452
Net increase / (decrease)
$98,023,963

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER-$19,419$02023

Related Form 5500 pages