State Volunteer Mutual Insurance Company Thrift Plan — Form 5500 plan (State Volunteer 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, State Volunteer Mutual Insurance Company Thrift Plan is a benefit plan reported by State Volunteer Mutual Insurance Company under EIN 62-0965320 and plan number 002. The latest loaded filing year is 2023. The filing reports 162 participants and $52,926,181 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- State Volunteer Mutual Insurance Company
- EIN
- 62-0965320
- Plan number
- 002
- Plan type
- 2
- Location
- Brentwood, TN
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $52,926,181
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20241007140406NAL0027641440002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,926,181
- Net assets (EOY)
- $52,926,181
- Net assets (BOY)
- $41,990,774
Income & contributions
- Employer contributions
- $1,076,381
- Participant contributions
- $1,553,951
- Total contributions
- $2,630,332
- Total income / additions
- $11,339,925
Expenses & distributions
- Benefits paid
- $393,195
- Administrative expenses
- $11,323
- Total expenses
- $404,518
- Net increase / (decrease)
- $10,935,407
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | NONE | $9,013 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $61 | $0 | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for State Volunteer Mutual Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Brentwood, TN
- Capfinancial Partners, LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation