How many benefit plans does Union Mutual Fire Insurance Company report on Form 5500?

Union Mutual Fire Insurance Company (EIN 03-0163640) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Union Mutual Fire Insurance Company?

The Employer Identification Number (EIN) reported for Union Mutual Fire Insurance Company is 03-0163640.

What is the latest Form 5500 filing year for Union Mutual Fire Insurance Company?

The latest loaded Form 5500 filing year for Union Mutual Fire Insurance Company is 2023.

Union Mutual Fire Insurance Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Union Mutual Fire Insurance Company (EIN 03-0163640) is a plan sponsor located in Montpelier, VT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 03-0163640
Location: Montpelier, VT
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $35,152,119
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $35,152,119

Contributions & income

Employer contributions: $1,050,071
Participant contributions: $806,707
Total income / additions: $6,306,615

Expenses & distributions

Benefits paid / distributions: $2,783,547
Total expenses: $2,846,051
Net increase / (decrease): $3,460,564

Coverage

Total reported participants: 231
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Union Mutual Fire Insurance Company plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Union Mutual Fire Insurance Company 401(K) Employee Savings Plan And Trust	002	128	$35,152,119	2023
Union Mutual Fire Insurance Company Wrap Plan	501	103	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Union Mutual Fire Insurance Company
Year	Plan	Participants	Schedules	Filing
2023	Union Mutual Fire Insurance Company Wrap Plan	103	—	20240207115954NAL0001048755001
2023	Union Mutual Fire Insurance Company 401(K) Employee Savings Plan And Trust	128	H, C	20240724123134NAL0007431443001