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, The Savings And Profit Sharing Plan For Employees Of Shelter Insurance Company is a benefit plan reported by Shelter Mutual Insurance Company under EIN 43-0613000 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,330 participants and $640,477,513 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $640,477,513
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $640,477,513
- Net assets (BOY)
- $567,557,877
Income & contributions
- Employer contributions
- $7,131,608
- Participant contributions
- $12,237,086
- Total contributions
- $20,196,558
- Total income / additions
- $117,959,171
Expenses & distributions
- Benefits paid
- $44,993,820
- Administrative expenses
- $45,715
- Total expenses
- $45,039,535
- Net increase / (decrease)
- $72,919,636