Plan5500

Church Mutual Salary Savings Plan And Trust (401(K) 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 Salary Savings Plan And Trust (401(K) Plan) is a benefit plan reported by Church Mutual Insurance Company, S.I. under EIN 39-0712210 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,502 participants and $170,600,878 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
002
Plan type
2
Location
Merrill, WI
Latest filing year
2023
Participants
1,502
End-of-year plan assets
$170,600,878

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,502H, C20241015103853NAL0014415491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$170,600,878
Total liabilities (EOY)
$0
Net assets (EOY)
$170,600,878
Net assets (BOY)
$148,137,394

Income & contributions

Employer contributions
$5,397,129
Participant contributions
$9,708,236
Total contributions
$17,676,200
Total income / additions
$41,135,942

Expenses & distributions

Benefits paid
$18,545,556
Administrative expenses
$126,902
Total expenses
$18,672,458
Net increase / (decrease)
$22,463,484

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$82,787$02023
Spectrum Investment Advisors IncINVESTMENT ADVISOR$44,115not reported in the loaded dataset2023

Related Form 5500 pages