Texas Mutual Insurance Company Retirement Savings Plan — Form 5500 plan (Texas 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, Texas Mutual Insurance Company Retirement Savings Plan is a benefit plan reported by Texas Mutual Insurance Company under EIN 74-2615873 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,348 participants and $290,611,810 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$290.6MPlan net assets, end of year$290,611,810
Participants1.3KCovered participants reported1,348
Assets / participant$215.6KComputed: assets ÷ participants$215,587 (computed)
Provider compensationNone reported2 Schedule C provider row(s)
- Plan sponsor
- Texas Mutual Insurance Company
- EIN
- 74-2615873
- Plan number
- 002
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,348 | H, C | 20241009091411NAL0010466083001 |
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)$290.6M total assets
Net assets$290.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $290,611,810
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $290,611,810
- Net assets (BOY)
- $237,391,256
Income & contributions
- Employer contributions
- $10,630,186
- Participant contributions
- $8,481,884
- Total contributions
- $21,466,778
- Total income / additions
- $73,201,396
Expenses & distributions
- Benefits paid
- $19,948,970
- Administrative expenses
- $31,872
- Total expenses
- $19,980,842
- Net increase / (decrease)
- $53,220,554
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.
56%44%
Employer 56%Participant 44%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Crowe Llp | ACCOUNTANT/AUDITOR | $22,050 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$200,053 | $0 | 2023 |