Plan5500

State Volunteer Mutual Insurance Company Retirement Plan — Form 5500 plan (State Volunteer Mutual Insurance Co)

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, State Volunteer Mutual Insurance Company Retirement Plan is a benefit plan reported by State Volunteer Mutual Insurance Co under EIN 62-0965320 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $52,943,463 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
State Volunteer Mutual Insurance Co
EIN
62-0965320
Plan number
001
Plan type
2
Location
Brentwood, TN
Latest filing year
2023
Participants
206
End-of-year plan assets
$52,943,463

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023206H, C20241007154357NAL0015442945001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,943,463
Total liabilities (EOY)
$0
Net assets (EOY)
$52,943,463
Net assets (BOY)
$46,932,033

Income & contributions

Total contributions
$0
Total income / additions
$7,210,876

Expenses & distributions

Benefits paid
$1,168,321
Administrative expenses
$31,125
Total expenses
$1,199,446
Net increase / (decrease)
$6,011,430

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners, LLCNONE$25,750not reported in the loaded dataset2023
Jlm Actuarial, LLCNONE$5,375not reported in the loaded dataset2023
Charles Schwab & Co.,Inc.NONE$0$02023

Related Form 5500 pages