Mutual Of Enumclaw Insurance Company Retirement Plan — Form 5500 plan (Mutual Of Enumclaw Insurance Co.)
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, Mutual Of Enumclaw Insurance Company Retirement Plan is a benefit plan reported by Mutual Of Enumclaw Insurance Co. under EIN 91-0217580 and plan number 001. The latest loaded filing year is 2023. The filing reports 400 participants and $19,105,996 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mutual Of Enumclaw Insurance Co.
- EIN
- 91-0217580
- Plan number
- 001
- Plan type
- 2
- Location
- Enumclaw, WA
- Latest filing year
- 2023
- Participants
- 400
- End-of-year plan assets
- $19,105,996
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 400 | H, C | 20241011171718NAL0011218803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,105,996
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,105,996
- Net assets (BOY)
- $16,540,500
Income & contributions
- Employer contributions
- $1,415,859
- Participant contributions
- $19,431
- Total contributions
- $1,435,290
- Total income / additions
- $3,929,428
Expenses & distributions
- Benefits paid
- $1,058,004
- Administrative expenses
- $305,928
- Total expenses
- $1,363,932
- Net increase / (decrease)
- $2,565,496
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Verus Investment Advisory | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $10,000 | $0 | 2023 |