How many benefit plans does Western National Mutual Insurance Co report on Form 5500?

Western National Mutual Insurance Co (EIN 41-0430825) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Western National Mutual Insurance Co?

The Employer Identification Number (EIN) reported for Western National Mutual Insurance Co is 41-0430825.

What is the latest Form 5500 filing year for Western National Mutual Insurance Co?

The latest loaded Form 5500 filing year for Western National Mutual Insurance Co is 2023.

Western National Mutual Insurance Co — 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, Western National Mutual Insurance Co (EIN 41-0430825) is a plan sponsor located in Edina, MN 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: 41-0430825
Location: Edina, MN
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $118,238,149
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $118,238,149

Contributions & income

Employer contributions: $2,535,446
Participant contributions: $6,603,511
Total income / additions: $26,832,096

Expenses & distributions

Benefits paid / distributions: $7,731,226
Total expenses: $7,816,112
Net increase / (decrease): $19,015,984

Coverage

Total reported participants: 1,521
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

Western National Mutual Insurance Co plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Western National Salary Accumulation Program	002	923	$118,238,149	2023
Western National Mutual Insurance Company Health And Welfare Plan	507	598	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 Western National Mutual Insurance Co
Year	Plan	Participants	Schedules	Filing
2023	Western National Mutual Insurance Company Health And Welfare Plan	598	—	20240328091004NAL0004798000001
2023	Western National Salary Accumulation Program	923	H, C	20240905160451NAL0021269921001