Mutual Trust Life Insurance Company, A Pan-American Life Insurance Gro — 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, Mutual Trust Life Insurance Company, A Pan-American Life Insurance Gro (EIN 36-1516780) is a plan sponsor located in Oak Brook, IL with 1 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
36-1516780
Location
Oak Brook, IL
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Mutual Trust Life Insurance Company, A Pan-American Life Insurance Gro

  • 1 loaded plans hold $14.5M in reported assets.
  • The largest, Mutual Trust Life Insurance Company Pension Plan, holds 100% of this company's reported plan assets.
  • Plans cover 221 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$0Summed across loaded plans
Total reported assets$14.5M$14,456,201
Total reported participants221
Total reported liabilities$14.5M$14,456,201

Reported net position

Reported assets = net assets + liabilities (summed)$14.5M total assets
Net assets$0Liabilities$14.5M
Contributions & income
Employer contributions$223.1K
Participant contributionsNot reported
Total income / additions$1.5M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.7M
Net increase / (decrease)-$217.8K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Mutual Trust Life Insurance Company Pension Plan
Participants per plan221Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 221 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Mutual Trust Life Insurance Company, A Pan-American Life Insurance Gro. Open one for its full reported snapshot.

  1. 2023
    Mutual Trust Life Insurance Company Pension Plan221 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Mutual Trust Life Insurance Company, A Pan-American Life Insurance Gro report on Form 5500?
Mutual Trust Life Insurance Company, A Pan-American Life Insurance Gro (EIN 36-1516780) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Mutual Trust Life Insurance Company, A Pan-American Life Insurance Gro?
The Employer Identification Number (EIN) reported for Mutual Trust Life Insurance Company, A Pan-American Life Insurance Gro is 36-1516780.
What is the latest Form 5500 filing year for Mutual Trust Life Insurance Company, A Pan-American Life Insurance Gro?
The latest loaded Form 5500 filing year for Mutual Trust Life Insurance Company, A Pan-American Life Insurance Gro is 2023.

Related Form 5500 pages