Pharmacists Mutual Insurance Co. Salary Savings Plan — Form 5500 plan (Pharmacists 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, Pharmacists Mutual Insurance Co. Salary Savings Plan is a benefit plan reported by Pharmacists Mutual Insurance Company under EIN 42-0223390 and plan number 002. The latest loaded filing year is 2023. The filing reports 402 participants and $48,736,339 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pharmacists Mutual Insurance Company
- EIN
- 42-0223390
- Plan number
- 002
- Plan type
- 2
- Location
- Algona, IA
- Latest filing year
- 2023
- Participants
- 402
- End-of-year plan assets
- $48,736,339
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 402 | H, C | 20241014141634NAL0013434499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,736,339
- Total liabilities (EOY)
- $194
- Net assets (EOY)
- $48,736,145
- Net assets (BOY)
- $44,022,184
Income & contributions
- Employer contributions
- $1,540,274
- Participant contributions
- $2,513,091
- Total contributions
- $4,780,962
- Total income / additions
- $12,344,315
Expenses & distributions
- Benefits paid
- $7,520,484
- Administrative expenses
- $109,870
- Total expenses
- $7,630,354
- Net increase / (decrease)
- $4,713,961
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | ADVISOR | $80,444 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $28,481 | $0 | 2023 |