Federated Mutual Retirement Plan — Form 5500 plan (Federated 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, Federated Mutual Retirement Plan is a benefit plan reported by Federated Mutual Insurance Company under EIN 41-0417460 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,421 participants and $759,021,475 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Federated Mutual Insurance Company
- EIN
- 41-0417460
- Plan number
- 001
- Plan type
- 3
- Location
- Owatonna, MN
- Latest filing year
- 2023
- Participants
- 4,421
- End-of-year plan assets
- $759,021,475
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,421 | H, C | 20240725121221NAL0024005808001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $759,021,475
- Total liabilities (EOY)
- $396,818
- Net assets (EOY)
- $758,624,657
- Net assets (BOY)
- $650,873,560
Income & contributions
- Employer contributions
- $50,030,031
- Total contributions
- $50,030,031
- Total income / additions
- $140,824,671
Expenses & distributions
- Benefits paid
- $31,233,457
- Administrative expenses
- $1,840,117
- Total expenses
- $33,073,574
- Net increase / (decrease)
- $107,751,097
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Global Investments | NONE | $491,573 | $0 | 2023 |
| Sit Investment Associates | NONE | $292,327 | not reported in the loaded dataset | 2023 |
| Nuveen Securities LLC | NONE | $212,064 | not reported in the loaded dataset | 2023 |
| Speece Thorson Capital | NONE | $208,250 | not reported in the loaded dataset | 2023 |
| Conning | NONE | $151,725 | not reported in the loaded dataset | 2023 |
| Ssi Investment Management | NONE | $64,256 | not reported in the loaded dataset | 2023 |
| Rbc Global | NONE | $14,931 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Federated Mutual Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Owatonna, MN
- Mercer Global Investments — Schedule C compensation
- Sit Investment Associates — Schedule C compensation
- Nuveen Securities LLC — Schedule C compensation
- Speece Thorson Capital — Schedule C compensation
- Conning — Schedule C compensation
- Ssi Investment Management — Schedule C compensation
- Rbc Global — Schedule C compensation