Employers Mutual Casualty Company 401(K) Savings Plan — Form 5500 plan (Employers Mutual Casualty 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, Employers Mutual Casualty Company 401(K) Savings Plan is a benefit plan reported by Employers Mutual Casualty Company under EIN 42-0234980 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,061 participants and $524,924,804 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$524.9MPlan net assets, end of year$524,924,804
Participants3.1KCovered participants reported3,061
Assets / participant$171.5KComputed: assets ÷ participants$171,488 (computed)
Provider compensation$243.8K1 Schedule C provider row(s)$243,822
- Plan sponsor
- Employers Mutual Casualty Company
- EIN
- 42-0234980
- Plan number
- 002
- Plan type
- 3
- Location
- Des Moines, IA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,061 | H, C | 20241015120209NAL0029516145001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$524.9M total assets
Net assets$524.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $524,924,804
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $524,924,804
- Net assets (BOY)
- $466,427,463
Income & contributions
- Employer contributions
- $8,417,753
- Participant contributions
- $22,564,740
- Total contributions
- $35,577,645
- Total income / additions
- $106,398,525
Expenses & distributions
- Benefits paid
- $47,607,545
- Administrative expenses
- $293,639
- Total expenses
- $47,901,184
- Net increase / (decrease)
- $58,497,341
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
27%73%
Employer 27%Participant 73%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $243,822 | $0 | 2023 |