Sfm Mutual Insurance Company Savings And Retirement Plan — Form 5500 plan (Sfm 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, Sfm Mutual Insurance Company Savings And Retirement Plan is a benefit plan reported by Sfm Mutual Insurance Company under EIN 41-1459789 and plan number 001. The latest loaded filing year is 2023. The filing reports 355 participants and $81,427,695 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sfm Mutual Insurance Company
- EIN
- 41-1459789
- Plan number
- 001
- Plan type
- 2
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 355
- End-of-year plan assets
- $81,427,695
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 355 | H, C | 20240808140459NAL0008703376001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,427,695
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,427,695
- Net assets (BOY)
- $73,158,735
Income & contributions
- Employer contributions
- $1,523,559
- Participant contributions
- $3,580,758
- Total contributions
- $5,494,066
- Total income / additions
- $17,255,481
Expenses & distributions
- Benefits paid
- $8,881,222
- Administrative expenses
- $105,299
- Total expenses
- $8,986,521
- Net increase / (decrease)
- $8,268,960
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Corporate Services (Mn) Inc | ADVISOR | $48,854 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $32,403 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $24,042 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sfm Mutual Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Nfp Corporate Services (Mn) Inc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation