Bear River Mutual Insurance Company Profit Sharing Plan 401(K) — 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 Profit Sharing Plan 401(K) is a benefit plan reported by Bear River Mutual Insurance Company under EIN 87-0114580 and plan number 002. The latest loaded filing year is 2023. The filing reports 148 participants and $15,399,410 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
- 002
- Plan type
- 2
- Location
- Murray, UT
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $15,399,410
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20240930125706NAL0011184530001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,399,410
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,399,410
- Net assets (BOY)
- $12,205,416
Income & contributions
- Employer contributions
- $364,636
- Participant contributions
- $1,030,674
- Total contributions
- $1,483,985
- Total income / additions
- $3,971,080
Expenses & distributions
- Benefits paid
- $772,368
- Administrative expenses
- $4,718
- Total expenses
- $777,086
- Net increase / (decrease)
- $3,193,994
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $506 | $0 | 2023 |