Bear River Mutual Insurance Company Defined Benefit Plan — Form 5500 plan (Bear River 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, Bear River Mutual Insurance Company Defined Benefit Plan is a benefit plan reported by Bear River Mutual Insurance Company under EIN 87-0114580 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $11,484,635 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bear River Mutual Insurance Company
- EIN
- 87-0114580
- Plan number
- 001
- Plan type
- 2
- Location
- Murray, UT
- Latest filing year
- 2023
- Participants
- 121
- End-of-year plan assets
- $11,484,635
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 121 | H, C | 20240930114634NAL0010082240001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,484,635
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,484,635
- Net assets (BOY)
- $11,340,459
Income & contributions
- Employer contributions
- $1,000,000
- Total contributions
- $1,000,000
- Total income / additions
- $2,450,095
Expenses & distributions
- Benefits paid
- $2,235,187
- Administrative expenses
- $70,732
- Total expenses
- $2,305,919
- Net increase / (decrease)
- $144,176
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus, LLC | NONE | $34,375 | not reported in the loaded dataset | 2023 |
| The Concord Advisory Group, Ltd. | NONE | $16,152 | not reported in the loaded dataset | 2023 |
| L.M. Henderson & Company, LLC | NONE | $10,600 | not reported in the loaded dataset | 2023 |
| Pnc | NONE | $9,037 | not reported in the loaded dataset | 2023 |
| Dimensional Fund Advisors Lp | NONE | $0 | $6,657 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bear River Mutual Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Murray, UT
- Ascensus, LLC — Schedule C compensation
- The Concord Advisory Group, Ltd. — Schedule C compensation
- L.M. Henderson & Company, LLC — Schedule C compensation
- Pnc — Schedule C compensation
- Dimensional Fund Advisors Lp — Schedule C compensation