Plan5500

Mica Profit Sharing/401(K) Plan — Form 5500 plan (Mutual Insurance Company Of Arizona)

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, Mica Profit Sharing/401(K) Plan is a benefit plan reported by Mutual Insurance Company Of Arizona under EIN 86-0312181 and plan number 001. The latest loaded filing year is 2023. The filing reports 94 participants and $24,804,480 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$24.8MPlan net assets, end of year$24,804,480
Participants94Covered participants reported
Assets / participant$263.9KComputed: assets ÷ participants$263,877 (computed)
Provider compensationNone reported
Plan sponsor
Mutual Insurance Company Of Arizona
EIN
86-0312181
Plan number
001
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    94 participants · 2Sch I
    View filing →
Schedule I · 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)$24.8M total assets
Net assets$24.8MLiabilities$0
Money in vs. money out
Total income / additions$6.3M
Total expenses$4.4M
Benefits paid / distributions$4.4M
Contributions
Employer$551.1K
Participant$1.1M
Full reported line items

Net assets

Total assets (EOY)
$24,804,480
Total liabilities (EOY)
$0
Net assets (EOY)
$24,804,480
Net assets (BOY)
$22,867,695

Income & contributions

Employer contributions
$551,139
Participant contributions
$1,064,819
Total income / additions
$6,329,187

Expenses & distributions

Benefits paid
$4,395,174
Administrative expenses
-$2,772
Total expenses
$4,392,402
Net increase / (decrease)
$1,936,785
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.

Contribution share (employer vs. participant)
Employer 34%Participant 66%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income69%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages