Church Mutual Insurance Company Cash Balance Plan — Form 5500 plan (Church Mutual Insurance Company, S.I.)

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, Church Mutual Insurance Company Cash Balance Plan is a benefit plan reported by Church Mutual Insurance Company, S.I. under EIN 39-0712210 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,489 participants and $118,378,436 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Church Mutual Insurance Company, S.I.
EIN
39-0712210
Plan number
001
Plan type
2
Location
Merrill, WI
Latest filing year
2023
Participants
1,489
End-of-year plan assets
$118,378,436

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,489H, C20240910144958NAL0007037633001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$118,378,436
Total liabilities (EOY)
$0
Net assets (EOY)
$118,378,436
Net assets (BOY)
$98,155,093

Income & contributions

Employer contributions
$17,750,000
Total contributions
$17,750,000
Total income / additions
$26,049,555

Expenses & distributions

Benefits paid
$5,826,212
Administrative expenses
$0
Total expenses
$5,826,212
Net increase / (decrease)
$20,223,343

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cap Institutional Services, Inc.BROKER$0$6,3942023

Related Form 5500 pages