Salary Investment Plan Of Mutual Of Enumclaw Insurance Company — Form 5500 plan (Mutual Of Enumclaw 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, Salary Investment Plan Of Mutual Of Enumclaw Insurance Company is a benefit plan reported by Mutual Of Enumclaw Insurance Company under EIN 91-0217580 and plan number 002. The latest loaded filing year is 2023. The filing reports 530 participants and $80,438,400 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mutual Of Enumclaw Insurance Company
- EIN
- 91-0217580
- Plan number
- 002
- Plan type
- 2
- Location
- Enumclaw, WA
- Latest filing year
- 2023
- Participants
- 530
- End-of-year plan assets
- $80,438,400
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 530 | H, C | 20240929231716NAL0005144849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,438,400
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,438,400
- Net assets (BOY)
- $65,804,711
Income & contributions
- Employer contributions
- $1,756,995
- Participant contributions
- $3,946,543
- Total contributions
- $6,848,819
- Total income / additions
- $19,386,126
Expenses & distributions
- Benefits paid
- $4,668,084
- Administrative expenses
- $84,353
- Total expenses
- $4,752,437
- Net increase / (decrease)
- $14,633,689
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Verus | NONE | $43,750 | not reported in the loaded dataset | 2023 |
| T Rowe Price Rps Inc | NONE | $32,249 | $0 | 2023 |
| Hagen, Kurth, Perman & Co, Ps | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Ramsey Solutions | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mutual Of Enumclaw Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Enumclaw, WA
- Verus — Schedule C compensation
- T Rowe Price Rps Inc — Schedule C compensation
- Hagen, Kurth, Perman & Co, Ps — Schedule C compensation
- Ramsey Solutions — Schedule C compensation